Dawn Adamczak
New Brighton,MN
Summary
Dynamic professional with extensive experience at Ameriprise Financial, excelling in client support and operations. Proven ability to enhance organizational efficiency through meticulous document management and strong problem-solving skills. Adept in Salesforce and committed to fostering positive relationships, ensuring seamless communication among stakeholders. Recognized for exceptional customer service and proactive teamwork.
Overview
9
9
years of professional experience
Work History
Field Support
Ameriprise Financial
01.2024 - 03.2025
- Assist 2 financial advisors in a branch office
- Research and prepare information for client meetings. This includes running reports and taking screenshots along with competing agendas for meetings.
- Run monthly reports to verify information for accuracy.
- Compare multiple calendars to ensure client and office calendars match the date and time of upcoming meetings. Check for over bookings.
- Work on special projects.
Senior Operations Specialist
Ameriprise Financial
08.2016 - 03.2022
- Preparing and reviewing documents/forms for accuracy before mailing them to clients via UPS or regular mail. Then ordering cover letters through Salesforce and creating UPS labels to mail them overnight to clients.
- Preparing insurance, disability and long-term care policies to be mailed to clients.
- Respond to phone queues and email questions from advisors including technology questions.
- Processing inbound mail by logging it in and then scanning the documents to be emailed to advisors and uploading copy of documents to clients files.
- Creating tickets to get access to applications for new hired advisors. Then onboarding the new hires to verify they have access to all the applications.
- Ordering supplies for the whole department (120+)
- Triaging the Ameriprise Advisor Center inbox.
- Cultivated strong relationships with key stakeholders both internally and externally, contributing to organizational success and a positive work environment.
- Printing and mailing out advisors profiles to clients when they join a sales team or move to a new sales team.
Education
Wheaton High School
Wheaton, MN05-1977
Skills
- Excellent customer service experience assisting clients, advisors, assistants, para-planners, attorneys, beneficiaries and internal partners
- Proficient in multiple systems including Outlook, Windows, Word, Excel, Salesforce, CRM Thomson One, Morningstar I have used other systems such as COLA, eWorkflow, SSD, Title Transfer, HOD, I queue, Quality Center, Clarity, DMU and Lanmark in the past
- I have knowledge from working with multiple products such as annuities, life insurance, disability, long-term care, mutual funds and certificates
- Great written and verbal communications skills
- Team Management
- Time Management
- Great organizational skills
- Problem solver
- Excellent data entry skills
- Proactive team player
- Personable and reliable
- Driven to learn more
Timeline
Field Support
Ameriprise Financial
01.2024 - 03.2025
Senior Operations Specialist
Ameriprise Financial
08.2016 - 03.2022
Wheaton High School