Buffy Ibach
Selah,WA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
29
29
years of professional experience
Work History
Sr. Client Service Associate
Morgan Stanley
06.2004 - 11.2023
- Enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors
- Responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.
- Collaborated with cross-functional teams to develop custom solutions tailored to individual client needs.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Delivered comprehensive product demonstrations, effectively showcasing value propositions and key features.
- Retained high-value clients by proactively identifying potential concerns and proposing appropriate solutions.
- Conducted thorough analyses of client data to identify trends and areas for improvement, providing actionable insights for decisionmaking.
- Optimized workflows by automating repetitive tasks using advanced software tools, allowing more time for focused customer interactions.
- Mentored junior associates in best practices for servicing clients effectively, enhancing team performance overall.
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
- Consistently exceeded performance targets regarding customer satisfaction ratings, contributing significantly towards company-wide annual goals.
- Assisted in the development and implementation of new policies and procedures to improve overall service quality for clients.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Input transfer data into system and manually updated accounting and certificate records.
- Processed and verified all new account applications and documents.
- Developed strategies to improve processes and reduce costs.
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
Travel Agent/Customer Service
Mutual Travel
09.1994 - 06.2004
- Providing clients with the best travel package deals
- Assist clients with reservations, transfers and changes
- Identify savings opportunities and service enhancements, initiate process improvements and deployment of benchmarking-generated best practices
- Maintain knowledge of evolving travel industry, technology, products and services
- Maintain knowledge of evolving travel industry.
Education
High school or equivalent -
Davis High School
Yakima, WA06.1992
Skills
- Exceptional Interpersonal and client service skills
- Maintain client relationships
- Resolving client inquiries
- Strong computer skills
- Excellent communication
- Regulatory compliance understanding
- Technical troubleshooting
- Market research insights
- Time management mastery
- Strong interpersonal skills
- Attention to detail
- Effective problem-solving
- Client onboarding expertise
- Adaptability and flexibility
- Organizational skills
- Customer service orientation
- Clerical Support
- Time Management
- Customer Service
- Account Maintenance
Timeline
Sr. Client Service Associate
Morgan Stanley
06.2004 - 11.2023
Travel Agent/Customer Service
Mutual Travel
09.1994 - 06.2004
High school or equivalent -
Davis High School
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