Claudia Burton-Jones
Pleasant Garden,NC
Summary
Dedicated Client Care Coordinator with expertise in client relationship management, compliance adherence, and effective communication. Proven ability to resolve inquiries and enhance client satisfaction through organized documentation and follow-up.
Overview
26
26
years of professional experience
Work History
Client Care Coordinator
Harvey Wealth Management
Greensboro, North Carolina
09.2022 - Current
- Facilitated effective communication between clients and financial advisors to address concerns.
- Managed appointment scheduling to optimize client meeting times and minimize delays.
- Documented client interactions to maintain accurate records for future reference.
- Resolved client inquiries promptly to ensure a positive experience with services.
- Maintained organized files for client documentation to ensure easy access to information.
- Monitored client satisfaction through follow-up communications
- Supported financial advisors by preparing client meeting materials and reports.
- Ensured compliance with company policies while providing client support.
- Completed required paperwork and followed up on missing information.
- Prepared presentations for management summarizing the progress of client programs.
- Completed and submitted the monthly IAA compliance paperwork.
Business Development Manager
Surge Staffing
Burlington, North Carolina
11.2021 - 09.2022
- Determined business development opportunities and implemented effective strategy for client acquisition.
- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
- Established new customer accounts using negotiation and sales closing abilities.
- Maintain office supplies and order supplies.
- Performed a drug test by urine or mouth swab.
- Hire/Terminate employees
- Enter payroll from customers, and send it to corporate.
- Recruit employees.
Regional Marketing Promotions Representative
Massanutten Resort
Greensboro, North Carolina
10.2006 - 07.2020
- Secure new accounts by persuading and influencing business owners to enter into joint ventures
- Set up and maintain accounts with area businesses business
- Manage an average of 200+ accounts
- Organize visual displays at business locations
- Consolidate promotional response data for the main office
National Accounts Billing Coordinator
SimplexGrinnell ( Tyco)
High Point, North Carolina
07.2002 - 02.2006
- Maintained billing system integrity by regularly updating customer records and account information.
- Processed invoices accurately to ensure timely billing cycles and enhance cash flow.
- Resolved billing disputes by investigating discrepancies and communicating with customers effectively.
- Reconciled payments against invoices to maintain accurate financial records.
- Reviewed account contracts to ensure correct pricing.
- Organized service calls, and assigned them to the technicians
Receptionist
SimplexGrinnell
High Point, North Carolina
07.1999 - 07.2002
- Managed front desk operations, ensuring a welcoming environment for all visitors.
- Supported customer service initiatives by addressing client inquiries and concerns promptly.
- Organized and maintained a clean and professional reception area.
- Monitored and directed incoming calls to the appropriate departments without delays.
- Provided administrative support by generating reports and managing correspondence.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Education
Notary
GTCC
High Point, NC09-2023
Bachelor of Science - Accounting
Greensboro College
Greensboro, NC05-2009
Associate of Arts - College Transfer Courses
GTCC
Jamestown, NC08-1996
Skills
- Compliance adherence
- Documentation management
- Client relationship management
- Effective communication
- Dependable and responsible
- ClientWorks
- Redtail
- WealthBox
- AS400
- PeopleSoft User
- Data entry
- Training & Development
Affiliations
I just received my SIE exam book and am currently studying to sit my exam sometime next year. After I pass the SIE exam, I plan on sitting for the Series 7 license.
Timeline
Client Care Coordinator
Harvey Wealth Management
09.2022 - Current
Business Development Manager
Surge Staffing
11.2021 - 09.2022
Regional Marketing Promotions Representative
Massanutten Resort
10.2006 - 07.2020
National Accounts Billing Coordinator
SimplexGrinnell ( Tyco)
07.2002 - 02.2006
Receptionist
SimplexGrinnell
07.1999 - 07.2002
Notary
GTCC
Bachelor of Science - Accounting
Greensboro College
Associate of Arts - College Transfer Courses
GTCC