Caitlin Walsh
Lakewood,CO
Summary
Highly organized young professional with meticulous attention to detail, strong writing and communication skills, and the ability to work within tight deadlines on a team or independently. Articulate, energetic, and results-oriented with an exemplary passion for developing relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Freelance Copy Editor
Freelance
06.2023 - Current
- Enhance document clarity by meticulously editing grammar, punctuation, and sentence structure.
- Improve overall readability by simplifying complex language and refining word choices.
- Expand industry knowledge through continued professional development opportunities such as webinars, workshops, and conferences.
- Foster clear communication between all parties involved in the editorial process through regular status updates.
- Ensure consistency in style and tone with adherence to specific client guidelines.
- Increase client satisfaction by delivering timely and accurate copy edits for various projects.
Client Service Associate
UBS Financial Services
01.2022 - Current
- Manage and facilitate client communications via phone and email for a book of 105 clients.
- Prepare, edit, and present performance reports and all materials needed for client meetings.
- Prepare all new account paperwork and client documentation for the new client onboarding process.
- Ensure all investor-related documentation is completed accurately and submitted before any deadlines.
Financial Service Associate
E*Trade Financial Services
01.2021 - 01.2022
- Developed individual relationships with clients, identified needs, and provided efficient solutions to problems.
- Exceeded daily floor target goals and metrics which included sales referrals and contacts per day.
- Utilized Salesforce for internal data to assist in client inquiries and maintain updated client information for future contacts.
Marketing Specialist
iTrip Vacations
01.2019 - 01.2020
- Responded to daily reservation inquiries via email and booking platforms.
- Conducted market research to identify trends and consumer habits in the rental industry.
- Created content for social media platforms including the iTrip website, Facebook, and Instagram.
- Coordinated with photographers, interior decorators, contractors, and cleaning teams to ensure all scheduling was aligned.
Education
Bachelor in Science - Psychology
Kennesaw State University
Kennesaw, GA07.2021
Skills
- Research
- Editing and Proofreading
- Microsoft Office proficiency
- Organizational skills
- Deadline-driven mindset
- Critical thinking
- Attention to detail
Certification
Editorial Freelance Association- Copyediting Fiction Course: Currently Enrolled
Editorial Freelance Association: Developmental Editing of Fiction Beginning Course: Currently Enrolled
Timeline
Freelance Copy Editor
Freelance
06.2023 - Current
Client Service Associate
UBS Financial Services
01.2022 - Current
Financial Service Associate
E*Trade Financial Services
01.2021 - 01.2022
Marketing Specialist
iTrip Vacations
01.2019 - 01.2020
Bachelor in Science - Psychology
Kennesaw State University
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