Cassie Cornwell
Kennewick,WA
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
Work History
SR. Client Service Specialist
Petersen Hastings Wealth Advisors
06.2022 - Current
- Maintains processes and procedures and created/updated where needed
- Assigned to high profile Clients
- Trains new team members on best practices in Client Services, elevating overall team performance
- Transition Specialist for New Advisors and Acquisitions
- Works in a team atmosphere
- Assists Director of Client Service with projects
- Expert in Advisor Engine CRM System
- Communicates between departments on new processes and procedures
- Handles escalated Client issues
- Proactive communication with Team and Clients, verbally and in writing
- Supervises Client Service Department, keeps track of department projects and work loads.
Client Service Specialist
Petersen Hastings Wealth Advisors
07.2015 - 06.2022
- Assisted with Advisor & Client Requests
- Generated paperwork for new and established Clients
- Executed Quarter End Billing & Statement Generation
- Reconciled 30 accounts on a monthly basis
- Created and streamlined processes and procedures for improve efficiency
- Perform data scrubs within CRM and PMS systems
- Provided knowledgeable service and support for all customer needs
- Managed client accounts with attention to detail, ensuring accurate billing and recordkeeping
- Delivered exceptional customer service through timely responses and personalized follow-up communications.
Accounts Payable Clerk
Broadmoor RV SuperStore
06.2014 - 07.2015
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Reconcile Vendor Statements
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Updated accounting ledgers and journals to balance statements and maintain consistent records.
- Prepare vendor checks for mailing
- Trained new employees
- Familiar with SYS2K computer system
- Cross Trained in Licensing
- Cross trained in Deal Desking
Lead Hostess
Twigs Bistro and Martini Bar
09.2011 - 03.2015
- Managed guest waitlists effectively, minimizing wait times while still accommodating walk-in customers whenever possible.
- Adapted quickly to changing restaurant needs, maintaining composure under pressure and exhibiting excellent problem-solving skills.
- Trained new employees
- Advanced user of Open Table
Sales Associate
American Eagle Outfitters
06.2010 - 03.2013
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Education
Bachelor of Arts - Business Management & Accounting Concentration
Eastern Oregon University
La Grande, OR06.2018
Associate of Arts - Business & Accounting
Columbia Basin College
Pasco, WA06.2013
Business Courses
Churchill High School
Eugene, OR06.2009
Skills
- Detail-oriented with a high degree of accuracy
- Problem solver
- Self-Motivated
- Provides exceptional customer service
- Friendly
- Proficient in Microsoft Office 365 including Outlook, Word, and Excel
- Data Interpretation
- Database Management
Gallup Strength Finders
1. Achiever 2. Positivity 3. Learner 4. Consistency 5. Responsibility
Timeline
SR. Client Service Specialist
Petersen Hastings Wealth Advisors
06.2022 - Current
Client Service Specialist
Petersen Hastings Wealth Advisors
07.2015 - 06.2022
Accounts Payable Clerk
Broadmoor RV SuperStore
06.2014 - 07.2015
Lead Hostess
Twigs Bistro and Martini Bar
09.2011 - 03.2015
Sales Associate
American Eagle Outfitters
06.2010 - 03.2013
Bachelor of Arts - Business Management & Accounting Concentration
Eastern Oregon University
Associate of Arts - Business & Accounting
Columbia Basin College
Business Courses
Churchill High School
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