Cindy Siebers
Bothell
Summary
Dependable administrator skilled at managing diverse needs in challenging, fast-paced environments. Friendly and energetic professional with remarkable communication and prioritization skills.
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
17
17
years of professional experience
Work History
Client Service Associate
Morgan Stanley
Kirkland, WA
08.2021 - Current
- Facilitated onboarding processes for new clients, submitted ACATs and account transfers
- Managed client inquiries and escalations, ensuring timely and accurate responses.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings.
- Scheduled portfolio review meetings, greeted office visitors, scheduled zoom or phone calls
- Processed day to day ACH, journals, client requests
- Monitored and kept beneficiaries and trusted contacts up to date
- Processed Unified Estates
- Supported Financial Advisor(s) and all day to day tasks
Office Manager
Bainbridge Heating And Air
Bainbridge Island, WA
04.2017 - 08.2019
- Managed incoming calls to ensure effective communication and customer service
- Payroll
- Processed employee payroll bi-weekly
- Executed accounts payable processes for accurate financials
- Oversaw accounts receivable functions for timely collections
- Invoicing
- Administered PSE instant rebates program for customer satisfaction
- Organized and updated job files for easy access and tracking of project progress
- Processed equipment registrations to ensure compliance and proper record-keeping
- PSE Instant Rebates
Meadowmeer Golf And Country Club
Bookkeeper Assistant
Bainbridge Island, WA
04.2009 - 04.2017
- Managed records for 200+ members to ensure accurate account tracking
- Processed payroll for employees
- Handled accounts payable transactions
- Processed accounts receivable transactions
- Conducted collections on overdue accounts
- Developed budgets and compiled materials for monthly Board Meetings to facilitate informed decision-making
- Collections
- Supported restaurant operations during peak hours to enhance customer service experience
- Assisted in Pro Shop during busy periods
Education
High School Diploma -
Snohomish High School
Snohomish, WASkills
- Client engagement
- Customer support
- Client relationships
- Issue resolution
- Scheduling
- Organizational skills
- Multi-tasking
- Professional etiquette
- Client onboarding
Timeline
Client Service Associate
Morgan Stanley
08.2021 - Current
Office Manager
Bainbridge Heating And Air
04.2017 - 08.2019
Meadowmeer Golf And Country Club
Bookkeeper Assistant
04.2009 - 04.2017
High School Diploma -
Snohomish High School