Correna Starr
Bellevue,ID
Summary
Detail-oriented professional specializing in client services. Skilled in facilitating smooth transitions, maintaining compliance, and resolving discrepancies. Committed to leveraging strong organizational and communication skills to enhance client experiences and drive business growth.
Overview
20
20
years of professional experience
Work History
Remote Client Associate
Gateway Capital
Pocatello, Idaho
09.2024 - 06.2026
- Facilitated client transitions to a new broker, achieving a 94% client retention rate through exceptional service.
- Executed responsibilities consistent with those of Matthew Colesworthy and Wells Fargo Advisors.
- Delivered ongoing support to clients during broker transitions, ensuring smooth processes and high satisfaction.
- Maintained high standards of customer service to foster loyalty and trust among clients.
Remote Client Associate
Matthew Colesworthy
Ketchum, Idaho
02.2019 - 09.2024
- Cultivated relationships with new and existing clients to drive business growth.
- Initiated service requests for account opening, updates, and money movement transactions.
- Reviewed trading activity of client accounts for regulatory compliance.
- Resolved discrepancies between internal systems to maintain accurate client account information.
- Monitored security and FINRA regulations to ensure compliance in account documentation and activities.
Operations Specialist/Client Service Associate
Wells Fargo Advisors
Ketchum, Idaho
11.2006 - 08.2018
- Complied with all security regulations mandated by the investment industry.
- Supported office operations by managing phones, client inquiries, and account activities.
- Handled client greetings, paperwork processing, and issue resolution efficiently.
- Facilitated training sessions for new staff on operational best practices.
- Coordinated deposits, withdrawals, and daily reporting seamlessly.
- Managed money movement and account activities accurately.
- Spearheaded ordering supplies to maintain office functionality.
Education
Some College (No Degree) - Professional Secretary
ISU
Pocatello, IDSkills
- Excel in customer service
- Professional demeanor
- Attention to detail
- Problem solving
- Organizational skills
- Computer proficiency
Timeline
Remote Client Associate
Gateway Capital
09.2024 - 06.2026
Remote Client Associate
Matthew Colesworthy
02.2019 - 09.2024
Operations Specialist/Client Service Associate
Wells Fargo Advisors
11.2006 - 08.2018
Some College (No Degree) - Professional Secretary
ISU