Emily Boeckmann
South Lebanon,OH
Summary
Dedicated financial professional with extensive experience in the customer service industry, recognized for a strong ability to establish rapport and foster lasting relationships with clients. A solid team player known for an empathetic and positive demeanor that enhances collaboration and drives customer satisfaction. Committed to maintaining high standards of quality, accuracy, and process optimization to contribute effectively to company success. Articulate, energetic, and results-oriented with a genuine passion for cultivating partnerships and driving business growth.
Overview
10
10
years of professional experience
2
2
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
03.2023 - Current
- Fully trained in Margin and Options.
- Delivered exceptional client service via phone, resolving complex account and trading inquiries.
- Certified in Microsoft Excel and actively pursuing additional technical and financial skills.
- Recognized for strong communication, multitasking, and problem-solving in a fast-paced environment.
Server/Bartender
Billie's Burgers and Beers
09.2022 - 05.2023
- Delivered fast, friendly, and accurate service in a high-volume restaurant and bar.
- Maintained expert knowledge of menu items, ingredients, and specials to enhance guest experience.
- Collaborated with team members and kitchen staff to ensure smooth, efficient operations.
- Thrived under pressure while managing multiple tables and maintaining attention to detail.
Assistant Store Manager
Rose And Remington
11.2022 - 12.2022
- Oversaw daily store operations, including staff scheduling, inventory control, and maintaining store cleanliness and presentation.
- Managed merchandise flow by ordering, tagging, and organizing inventory to ensure optimal stock levels.
- Executed marketing and promotional strategies, including creating content for social media platforms to drive customer engagement.
- Provided personalized styling assistance to customers and consistently worked toward achieving and exceeding sales goals.
Flower Farmer/Wedding Planner
The Marmalade Lily
08.2021 - 11.2021
- Managed all aspects of flower cultivation, from planting and caring for seedlings and flower beds to harvesting, preparing flowers for sale, and designing floral arrangements for weddings.
- Created detailed wedding plans and timelines, and oversaw wedding-day logistics.
Workforce Management Business Analyst - EyeMed
Essilor Luxottica
04.2019 - 07.2021
- Developed and managed staffing plans for EyeMed agents to ensure adequate coverage for operational needs.
- Forecasted call volumes and supervised real-time schedule adherence to optimize efficiency.
- Generated data and created Excel reports accordingly, sending regular performance updates to clients.
Workforce Management Analyst
Jagged Peak/Trade Global
11.2016 - 04.2019
- Collected, analyzed, and interpreted workforce data to identify trends, and areas of improvement.
- Monitored employee performance and adherence to schedules in compliance with company policies.
Picker/Packer/Shipper
Cornerstone Brands
11.2017 - 12.2018
- Establish and enforce payment plans with clients via phone, email, and in person.
- Coordinated classes with customers and staff members according to availability.
- Managed front office customer service, class bookings, and billing to streamline workflow.
School Age/Assistant Teacher
Kids R Kids
02.2016 - 10.2017
- Establish and enforce payment plans with clients via phone, email, and in person.
- Coordinated classes with customers and staff members according to availability.
- Managed front office customer service, class bookings, and billing to streamline workflow.
Education
Psychology
Northern Kentucky University
02-2016
High School Diploma -
Kings High School
05-2014
Skills
- Analytical problem-solving
- Strong organizational skills
- Leading teamwork in high-pressure environments
- Conflict resolution
- Multitasking abilities
- Proficient with trading strategies for margins and options
- Advanced Microsoft Excel Certification
- Data entry & account management systems
- Knowledge in investment tools and platforms
- CRM platforms (eg, Salesforce, FocusPoint, RWOE, AIDE, Mainframe)
- Client engagement strategies
- Strong written and interpersonal communication skills
Certification
- Series 7
- Series 63
Timeline
Customer Relationship Advocate
Fidelity Investments
03.2023 - Current
Assistant Store Manager
Rose And Remington
11.2022 - 12.2022
Server/Bartender
Billie's Burgers and Beers
09.2022 - 05.2023
Flower Farmer/Wedding Planner
The Marmalade Lily
08.2021 - 11.2021
Workforce Management Business Analyst - EyeMed
Essilor Luxottica
04.2019 - 07.2021
Picker/Packer/Shipper
Cornerstone Brands
11.2017 - 12.2018
Workforce Management Analyst
Jagged Peak/Trade Global
11.2016 - 04.2019
School Age/Assistant Teacher
Kids R Kids
02.2016 - 10.2017
Psychology
Northern Kentucky University
High School Diploma -
Kings High School