Caroline Burchard
Portland,US
Summary
Detail-oriented professional with 5+ years in client service and issue resolution. Journalism graduate with a minor in sports business, equipped with strong writing and communication skills and a solid understanding of the sports industry. Ready to apply creative and audience-focused strategies in media, communications, or sports roles.
Overview
6
6
years of professional experience
Work History
Client Associate
Bank of America - Merrill Lynch
Lake Oswego, Oregon
06.2026 - Current
- Prepared forms daily, such as receipts, withdrawal orders, or transfer confirmations, based on transaction requests from stockholders.
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
- Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.
- Managed daily account activities, ensuring accuracy and compliance with regulatory standards.
Server/Hostess/Bartender
Urban Restaurant Group
Eugene, OR
02.2024 - Current
- Welcomed guests upon arrival, providing a welcoming atmosphere for approximately 150 covers per night at the Gordon Tavern.
- Showcased daily menu features, highlighting key cuisine elements and pairing recommendations to enhance guest satisfaction.
- Ensured compliance with food safety regulations, safeguarding customer health and well-being.
- Resolved customer complaints promptly, fostering positive relationships and loyalty.
- Assisted in the opening of Gordon Tavern's McKenzie River Brewing Taproom to foster a clientele base from the ground up.
- Supervised daily operations and inventory, ensuring high standards of customer service and product quality.
Social Media Intern
RunnerSpace
Eugene, OR
09.2024 - 12.2024
- Executed content strategy to enhance audience engagement
- Optimized campaigns in response to real-time performance insights
- Adjusted campaigns based on real-time performance
- Conducted three comprehensive social media audits to evaluate performance and identify improvement areas for Instagram, Twitter, and YouTube.
- Developed and scheduled social media content across multiple platforms to enhance audience engagement.
Server
Waverley Country Club
Portland, OR
04.2022 - 09.2023
- Organized and executed weekly private events, delivering exceptional service and enhancing customer satisfaction for club members and guests
- Resolved customer complaints or concerns promptly and professionally to ensure a positive dining experience and prevent further issues
- Addressed customer complaints or concerns promptly and professionally, ensuring positive dining experiences and preventing further issues
- Coordinated dining room setup, ensuring optimal guest experience during events.
- Collaborated with kitchen staff to ensure timely food delivery and order accuracy.
Customer Service Specialist
Roots of Joy
Portland, Oregon
03.2020 - 03.2022
- Enhanced product knowledge to assist customers with inquiries and provide accurate information on plant needs, pricing, and availability.
- Watered plants daily to maintain health and vitality by watering and aerating roots to ensure maximum botanical health
- Coordinated daily at-home deliveries during the COVID-19 pandemic for customers.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Education
Bachelor of Arts - Journalism
University of Oregon
Eugene, OR01-2026
GEO Oregon - Social Media and News Journalism Summer Programme
Global Education Oregon in London
UK08-2025
Skills
- Client Relationship Management
- Client Portfolio Management
- Financial Reporting
- Investment Strategies
- Regulatory Compliance
- Customer service
- Creating welcoming and positive first impressions
- High-volume multitasking
- Collaborative team leadership
- Social media expertise
- Content calendar management
- Fact-Checking and Verification
- Sports Business
- Client Confidentiality
Accomplishments
- Dean’s List Award, Winter Term, 2025 (Requires a Term Cumulative GPA of 3.75 or Higher)
- Dean’s List Award, Spring Term, 2025 (Requires a Term Cumulative GPA of 3.75 or Higher)
- Oregon Seal of Biliteracy in Spanish
Timeline
Client Associate
Bank of America - Merrill Lynch
06.2026 - Current
Social Media Intern
RunnerSpace
09.2024 - 12.2024
Server/Hostess/Bartender
Urban Restaurant Group
02.2024 - Current
Server
Waverley Country Club
04.2022 - 09.2023
Customer Service Specialist
Roots of Joy
03.2020 - 03.2022
Bachelor of Arts - Journalism
University of Oregon
GEO Oregon - Social Media and News Journalism Summer Programme
Global Education Oregon in London