Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brittany Eckley

Largo,FL

Summary

Proven Client Services Manager and Accounting Clerk with a track record of enhancing client relationships and efficiently managing financial records. At Ascensus Retirement Services, excelled in project delivery and issue resolution, boosting client satisfaction. Skilled in Microsoft Office and adept at meticulous detail management. Demonstrates strong communication and teamwork abilities, ensuring operational excellence.

Overview

9
9
years of professional experience

Work History

Client Services Manager

Ascensus Retirement Services
06.2017 - Current
  • Build client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
  • Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company''s reputation.
  • Support clients in managing their fiduciary responsibilities by addressing and resolving plan compliance, regulatory and operational issues.
  • Strong written and verbal communication skills.
  • Schedule meetings and maintain an organized daily calendar.

Accounting Clerk

Maher Chevrolet
12.2015 - 06.2017
  • Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
  • Maintained accounting records utilizing in-house and client systems.
  • Input high volume of monthly invoices with consistent accuracy.
  • Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
  • Responsible for performing quality control of automotive sale deals, issuing checks to both banks and clients. Verifying the bank schedules are in balance, and completing sales contracts.

Education

High School Diploma -

Dixie Hollins
St. Petersburg, FL
05.2014

Skills

  • Attentive to detail and meticulous
  • Skilled in financial services
  • Proficient in Microsoft Office
  • Strong written and verbal communication skills
  • Ability to process detailed work within assigned timeframes and without errors
  • Efficient and mange time well
  • Team Player

Timeline

Client Services Manager

Ascensus Retirement Services
06.2017 - Current

Accounting Clerk

Maher Chevrolet
12.2015 - 06.2017

High School Diploma -

Dixie Hollins
Brittany Eckley