Brady Hasenberg
Seattle,WA
Summary
Client services professional with expertise in troubleshooting, problem-solving, and consistently exceeding client expectations. Demonstrates strong interpersonal skills and a commitment to fostering a collaborative team environment. Proven ability to handle client inquiries efficiently and effectively, while enhancing overall satisfaction. Dedicated to continuous improvement and delivering exceptional service outcomes.
Overview
6
6
years of professional experience
Work History
Client Service Associate
Coldstream Wealth Management
Mercer Island, WA
06.2022 - Current
- Execute money transfers and manage client-specific information in collaboration with clients and wealth managers
- Schedule client meetings and prepare materials to ensure productive discussions.
- Facilitate onboarding for new clients by initiating brokerage account openings.
- Update cost basis, monitor required minimum distributions, and reconcile account information.
- Provide training support to new team members on procedures.
Subscriber Billing Specialist
Pico Mobility LLC
Los Angeles, CA
04.2021 - 06.2022
- Communicated directly with subscribers via phone, chat, text, and email to address failed payments.
- Maintained daily updates on payment information within Pico administrator platform.
- Prepared demand letters and final statements for completed subscriptions while managing necessary payment plans.
Sales Representative
Pico Mobility LLC
Los Angeles, CA
07.2020 - 03.2021
- Contacted hundreds of potential clients via phone, text and email daily and sold our subscription-based service electric scooter rental program
- Utilized CRM database to accurately organize data on clients and facilitate resolution of customer complaints and questions as needed
- Led weekly meetings to discuss the lead volume and sales chat transcripts to assess areas for improvement
Internship
Kayne Anderson Rudnick Investment Management
Los Angeles, CA
06.2019 - 07.2019
- Supported marketing initiatives through Excel projects at high-level financial investment strategy firm.
- Updated quarterly performance reports for diverse clients within consultant database project.
- Engaged with multiple database companies to resolve errors and ensure data integrity.
- Compiled data into Excel spreadsheets, providing direct assistance to the manager.
Education
Bachelor of Arts - Economics and Finance Minor
Gonzaga University
Spokane, WA01.2020
Skills
- Microsoft Products (Word, Excel, PowerPoint)
- Salesforce XLR8 (CRM)
- Tamarac
- Money Guide Pro
Timeline
Client Service Associate
Coldstream Wealth Management
06.2022 - Current
Subscriber Billing Specialist
Pico Mobility LLC
04.2021 - 06.2022
Sales Representative
Pico Mobility LLC
07.2020 - 03.2021
Internship
Kayne Anderson Rudnick Investment Management
06.2019 - 07.2019
Bachelor of Arts - Economics and Finance Minor
Gonzaga University
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