Brea G. Wilson
La Mesa,California
Summary
Client service and operations professional with 8+ years of experience across financial services, education, and service industries. Skilled in client support, CRM systems, workflow coordination, documentation, data tracking, and process improvement. Known for strong organization, attention to detail, and managing competing priorities in fast-paced environments.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Client Service Coordinator/Associate Financial
Northwestern Mutual
San Diego, California
06.2026 - Current
- Support day-to-day client service and administrative operations for a financial advisor, ensuring client needs, documentation, and follow-up items are handled accurately and efficiently.
- Maintain and update client information in CRM systems, organize records, and track outstanding tasks to support timely follow-through.
- Coordinate and delegate case notes and follow-up items to appropriate team members, supporting organized workflows and timely client service.
- Assist with client paperwork, account servicing, scheduling, and financial-services processes while maintaining confidentiality and attention to detail.
Teacher / Operations Coordinator / Instructor
Coy Miller Elementary School, Frisco ISD
Little Elm, TX
08.2023 - 05.2026
- Manage scheduling, deadlines, and administrative workflows supporting campus leadership and instructional staff.
- Coordinate communication between administrators, teachers, staff, and families to keep daily operations optimized.
- Point of contact for 150+ students and families, addressing questions and concerns with professionalism and discretion.
- Track performance data across multiple metrics to identify gaps, monitor progress, and inform adjustments to support plans.
- Use data to group students by instructional needs, plan targeted small-group instruction, and adjust support based on ongoing assessment results.
- Create and maintain digital tracking systems for tasks, timelines, and materials to enhance organization and follow-through.
- Monitor projects, deadlines, and follow-up items to ensure commitments are completed on time.
- Identify workflow gaps and implement clearer systems that improve efficiency and reduce confusion for staff.
Assistant General Manager
Blue Baker
College Station, TX
08.2015 - 06.2023
- Support ownership and leadership with daily operations between two restaurant locations in a fast-paced, customer-facing environment.
- Managed staff scheduling, labor planning for 20+ employees to ensure adequate coverage and streamlined shifts.
- Opened and closed the store regularly, including cash drawer balancing, deposits, and end-of-day procedures.
- Handled high-volume customer communication and resolved issues calmly and professionally.
- Managed inventory, ordering, and vendor coordination to keep operations running without disruption.
- Assisted with hiring, onboarding, and training of new employees across both locations.
- Strengthened internal organization and communication practices to improve consistency across shifts and teams.
Education
Bachelor of Science - Education
Texas A&M University
College Station, TXAssociate of Science - Education
Blinn College
Bryan, TXSkills
- Client Service & Support CRM & Client Data Management Administrative & Operations Support Workflow & Task Coordination Documentation & Record Management Data Tracking & Reporting Process Improvement Scheduling & Calendar Coordination Cross-Functional Collaboration Microsoft Office Google Workspace Staff Training & Onboarding
Certification
Texas EC-6 Certification | ESL Supplemental | Science of Teaching Reading (STR) | PPR | Apple Teacher Certified | INACT Certified | IBM Intro to Artificial Intelligence (AI) | Great Learning - My SQL Basics
Timeline
Client Service Coordinator/Associate Financial
Northwestern Mutual
06.2026 - Current
Teacher / Operations Coordinator / Instructor
Coy Miller Elementary School, Frisco ISD
08.2023 - 05.2026
Assistant General Manager
Blue Baker
08.2015 - 06.2023
Bachelor of Science - Education
Texas A&M University
Associate of Science - Education
Blinn College