Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Callie Jones

Paradise Valley,AZ

Summary

Motivated individual with experience in customer service and sales support. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

3
years of professional experience
3
Certification

Work History

Stifel

Registered Client Service Associate
06.2020 - Current

Job overview

  • Utilize active listening skills to identify client needs and provide appropriate solutions.
  • Exhibit high energy, positive attitude, and professionalism when dealing with clients and staff.
  • Maintain and manage client files and databases.
  • Educate clients on account services and resolve client inquiries regarding statement information and account balances.
  • Prepare and provide clients with account statistics, graphs and charts to accurately track financial information.
  • Train new personnel regarding company operations, policies and services.

Stifel

Assistant to the Regional Managing Director
06.2020 - Current

Job overview

  • Handle confidential and sensitive information with discretion and tact.
  • Manage executive calendars, scheduling meetings and appointments.
  • Organize and coordinate conferences and monthly meetings.
  • Use advanced software to prepare documents, reports, and presentations.
  • Verify compliance of financial policies and accounting procedures against federal regulations.
  • Conduct reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
  • Collaborate with internal teams to continuously improve recruitment processes and execute as efficiently as possible.

NCAA DI Women's Indoor Volleyball

Student Athlete
08.2017 - 05.2020

Job overview

  • Managed time effectively while traveling for games, attending practice, and going to classes.
  • Promoted positive attitude and competitive spirit during training and gameplay.
  • Applied discipline and sense of responsibility toward all team and personal activities.
  • Demonstrated strong leadership and communication skills, effectively motivating and encouraging peers.
  • Collaborated with teammates and coaches to build relationships and create cohesive team environment.
  • Adapted quickly to changing game plans and strategies.
  • Trained extensively 20 hours per week for upcoming competitions to perform at top-level.
  • Maintained professionalism when attending charity, sporting and PAC-12 media events as team representative.
  • Top fundraiser during team telethon.

NCAA DI Women's Indoor Volleyball

Student Athlete
08.2016 - 06.2017

Education

Arizona State University
Tempe, AZ

Bachelor of Arts from Business, Sports Business
05.2020

University Overview

W.P. Carey School of Business

  • Graduated Cum Laude
  • 3x ASU Scholar Athlete
  • PAC-12 Academic Honor Roll
  • ASU Deans List
  • Wings of Gold - Heather Farr Award Finalist Class of 2016


Skills

  • Microsoft Office
  • Trained in Salesforce
  • Client Service and Support
  • Business Correspondence
  • Document and Records Management
  • Policy and Procedure Adherence
  • Promotional Mailings
  • Account Management

Certification

  • Securities Investment Exam
  • Series 7
  • Series 63


Timeline

Registered Client Service Associate

Stifel
06.2020 - Current

Assistant to the Regional Managing Director

Stifel
06.2020 - Current

Student Athlete

NCAA DI Women's Indoor Volleyball
08.2017 - 05.2020

Student Athlete

NCAA DI Women's Indoor Volleyball
08.2016 - 06.2017

Arizona State University

Bachelor of Arts from Business, Sports Business
Callie Jones