Emily Kopinski
Philadelphia,PA
Summary
Highly personable and motivated employee with the skills and resilience needed to achieve daily operational goals. Excels at managing busy schedules, organizing projects and delivering excellent customer service.
Overview
6
6
years of professional experience
Work History
Client Service Associate
UBS Financial Services
Philadelphia, PA
10.2023 - Current
- Provide superior customer service by responding promptly to client inquiries and requests.
- Organize and manage complex calendars of appointments, meetings, and travel arrangements for team.
- Prepare reports, presentations, agendas and other documents as needed.
- Develop effective filing systems for easy retrieval of information.
- Monitor incoming emails and respond accordingly in a timely manner.
- Manage and track expenses to meet company budget requirements.
- Collaborate with other departments to ensure client satisfaction.
Client Service Associate
Merrill Lynch
Philadelphia , PA
04.2019 - 10.2023
- Provided dedicated operational support in a fast-paced and demanding environment - assisting in all areas of practice including business management, customer service and administration.
- Worked seamlessly across different departments to take care of and solve for client and or operational issues.
- Organized and prioritized tasks and projects while working within strict timeframes and deadlines.
- Simultaneously operated a multi-line phone system and Outlook to communicate with clients and internal personnel.
- Coordinated travel arrangements and completed expense reports for reimbursement.
Office Manager
STARR Restaurants - Parc Restaurant
Philadelphia, PA
07.2018 - 04.2019
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Managed office inventory and placed new supply orders.
- Oversaw receiving and organizing correspondence and answering and forwarding calls.
- Administered payroll and maintained proper documentation of employee personnel.
- Coded and entered daily invoices with in-house accounting software.
Education
Bachelor of Science - Leisure and Sports Studies
Kutztown University of Pennsylvania
Kutztown, PA Skills
- Concur/SAP
- MS Office
- Salesforce/CRM
- Creative Problem Solving
- Account Management
- Administrative Support
- Expense Reporting
- Document and Records Management
- Team Collaboration
Timeline
Client Service Associate
UBS Financial Services
10.2023 - Current
Client Service Associate
Merrill Lynch
04.2019 - 10.2023
Office Manager
STARR Restaurants - Parc Restaurant
07.2018 - 04.2019
Bachelor of Science - Leisure and Sports Studies
Kutztown University of Pennsylvania
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