Chelsea Groves

Client Coordination – 50%

 • Set up and maintain client management system

 • Call clients or prospects to set up meetings or appointments

 • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts 

• Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation 

• Attend and participate in client meetings if necessary 

 • Plan and coordinate client and prospect events and seminars from start to finish

 • Maintain advisor social media pages in accordance to Ameriprise regulations

  Business Management – 50%

 • Work with home office to ensure accurate account setup and resolve issues

 • Maintain files and records in accordance with the records retention policy 

• Perform other allowable duties as assigned by the financial advisors and associate financial advisor.

• Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice

 • Maintain practice financials and manage office expenses within a budget 

• Order supplies and other office related items

 • Act as a back up to other staff

• I preform routine laboratory procedures by veinpuncture based on principles of human growth and develeopment according to established lab guidelines.
• I handle blood, tissue, fecal matter,sputum, unine,spinal fluid and other bodily fuilds.

• I conduct venipuncture blood draws in a physician office.
• Work closely with the physicians and staff to make sure all the laboratory specimens are being collected in appropriate ways.
• Excellent customer Service.

• Obtained blood specimens by performing venipunctures and finger sticks several times per day.
• Obtained blood specimens by performing venipunctures and finger sticks several times per day.
• Resolved unusual test orders by contacting physicians, nursing stations or reference laboratories.
• Tracked collected specimens by initialing, dating and noting times of collection.

• Recruited, selected and retained quality administrators, teachers and support staff.
• Educated students in foundational concepts such as shapes, numbers and letters.
• Maintained accurate accounting of tuition and operating reports.
• Designed monthly activity schedules.
• Instructed children on proper health and personal habits.
• Encouraged curiosity, exploration and problem-solving appropriate to children’s development levels.

• Boosted sales numbers with proactive account servicing and diligent relationship-building.
• Managed accounts by reviewing and mitigating discrepancies and collaborating with account holders. 
• Boosted revenue by bringing in and cementing relationships with new clients and optimizing the servicing of existing customer accounts.
• Identified and qualified accounts to assess market potential.
• Communicated regularly with territory, regional and strategic managers for daily support and strategic planning for accounts.
• Built strong client relationships and provided high value-adding services.
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.

• Obtained accurate medical histories from patients, highlighting critical information.
• Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
• Obtained information about clients’ medical history, drug history, complaints and allergies.
• Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.