Michelle Beaumont

• Received my Series 7 and Series 63 licenses
• Maintain client satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Answer client telephone calls promptly to avoid on-hold wait times.
• Assist clients with withdrawals, transfers and trades
• Provide account and maintenance support
• Utilize Launch-Interaction Insights to evaluate calls and grow with in own personal process
• Received Managers Choice Award March 2023
• Have met or exceeded metric standards month after month
• Obtain consistent positive client feedback
• 2023 Q1 Complexity Slayer winner

• Managed day-to-day operations for a small business with an operating annual budget of 500,000 including:

Finances Inventory Management

Human Resources Regulatory Compliance

Marketing Market Research

Public Relations Personnel Management

• Collaborated and networked with Industry vendors
• Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands
• Managed 6 employees, supervising daily tasks, supporting growth and assisting in achieving greater potential
• Oversaw and improved deliveries worth more than $200,000 per year through efficient coordination
• Consulted with customers to assess needs and research using suggested new products
• Event director
• Developed unique drink and cocktail offerings to enhance bar reputation
• Implemented promotions and events to develop business opportunities
• Networked with restaurant vendors to learn tools and resources about effective inventory management and cost controls
• Managed disruptive customer behavior and mitigated liability
• Improved marketing strategies over social media to increase patronage
• Logistics Management -daily multi-vendor interaction for beer, liquor and cigars

• Interacted positively with team members and customers to promote commitment to organization's vision and values.
• Maintained general knowledge of all departments to help customers quickly locate products and merchandise.
• Efficiently navigated Amazon Prime app to quickly and accurately fulfill customer orders
• Carefully bagged, tagged, and staged completed orders in a timely manner for drivers to pick up and deliver during specific time frames
• Maintained an average of 65 UPH (units per hour)
• Trained new hires for same position and job requirements

• Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
• Analyzed and escalated complaints, issues and grievances to designated departments for investigation and response
• Managed customer calls effectively and efficiently in complex, fast-paced and challenging call center environment
• Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information
• Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions
• Upheld strict financial controls by keeping funds secure and accurately transferring monies

Provide high-quality operational and service support for Wealth management clients and advisors

Manage account mail requests, documentation reviews and client services inquiries with accuracy and attention to details

Partners with Advisors and internal business partners to resolve complex issues and deliver timely results

Ensure adherence to regulatory requirements, company policies and risk management standards

Maintain strong relationships with clients through proactive communication and exceptional service

Call and case shadowing for colleagues looking to learn more about the WMS role and with those already in the role to gain better role experience while still in training

Team support through assisting with resource or case questions as well as providing coaching sessions for specific topics