Hi, I’m
Bridget Budd
Anchorage,AK
Summary
Diligent and dedicated Client Service Specialist with over 10 years experience who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator with strong client service and organizational skills. Successfully addressing customer requests and concerns. Providing relevant information and options to resolve issues. Upbeat, energetic, and professional handling difficult situations through resourcefulness and adaptability. Highly organized possessing strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
21
years of professional experience
Work History
CVG WealthAnchorage, Alaska
Client Service Specialist
03.2013 - Current
Job overview
- Provide Branch Administrative duties for Wealth Management office.
- Duties include handling various firm and industry compliance filings, processing branch invoices and bill payments, office correspondence.
- Directly working with Branch Manager and Corporate office.
- Take on responsibility of protecting all client sensitive and confidential information
- Provide knowledgeable service and support for all customer needs.
- Maintain accurate record-keeping with attention to client information updates.
- Utilize active listening skills to identify customer needs and provide appropriate solutions.
- Offer troubleshooting advice to assist customers with technical issues and navigate smooth process.
Lynch & Associates Anchorage, AK
Legal Assistant
07.2009 - 02.2012
Job overview
- Worked alongside 6 attorneys, 3 paralegals, and fellow legal assistants on complex cases and legal processes.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Scheduled appointments, court appearances, and depositions for busy law firm.
- Organized documents to manage paper and electronic filing systems of clients.
Blues CentralAnchorage, AK
Food and Beverage Server
07.2002 - 06.2009
Job overview
- Maintained up-to-date knowledge of menu options, specialties, and menu deviations to accurately relay information to guests.
- Entered orders accurately to produce finalized checks and attain correct payments from guests.
- Remained focused, calm and professional during peak rush hours.
- Demonstrated success in maintaining high level of customer satisfaction.
Education
Service High SchoolAnchorage, AK
High School Diploma
06.1994
Skills
- Superior organizational skills
- 10 years experience
- Independent work skills
- Accurate account information management
- Client Service and Assistance
- Regulatory Compliance
- Compliance Requirements
- Accurate Recordkeeping
- Payment Processing
- Appointment Scheduling and Confirmation
- Customer Data Confidentiality
Accomplishments
In the ten years I have held my current position as Client Service Specialist/Office Manager we have successfully and seamlessly moved the companies book of business twice. Starting at Ameriprise Financial, to Wells Fargo Advisors, and currently we are partnered with LPL Financial.
Timeline
Client Service Specialist
CVG Wealth
03.2013 - Current
Legal Assistant
Lynch & Associates
07.2009 - 02.2012
Food and Beverage Server
Blues Central
07.2002 - 06.2009
Service High School
High School Diploma
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