Emma Vedder
York
Summary
Talented administrative ready to offer many years' experience and apply skills to new role. Proficient in project planning, scheduling, and oversight with advanced expertise in customer relations and documentation.
Overview
8
8
years of professional experience
2012
2012
years of post-secondary education
Work History
Client Engagement Senior Associate
Crowe
08.2023 - Current
- Provide comprehensive administrative support to an aligned group of approximately seven tax partners and their management teams.
- Work closely with the SQR (Statement of Quantification of Risk) team and the Legal department to ensure a seamless and efficient client engagement process.
- Manage and set up opportunities for client engagements.
- Conduct comprehensive risk assessments to ensure all potential client risks are identified and mitigated.
- Draft and finalize engagement letters to formalize agreements with clients.
- Coordinate with the SQR team and the Legal department to ensure compliance and thorough review of all documents.
- Draft and submit invoice proposals for client billing.
- Run reports (financial or project-based) for partners and management teams.
- Assist in the creation and refinement of proposals and PowerPoints.
- Schedule meetings/appointments through Microsoft Outlook.
- Consistently utilize software such as Microsoft Teams, iCertis, Dynamics 365, Microsoft Office, Workday, Loop, SharePoint, ServiceNow and DocuSign.
Client Resolution Associate
Spruce Holdings
01.2022 - 10.2022
- Provided primary support (phone and email) for internal and external customers in order to resolve customer complaints, deliver documents, and assist with different steps in the title and escrow process
- Utilized customer service software to manage interactions, maintain records and track customer satisfaction
- Adapted to consistent changes in a growing startup environment
- Utilized different systems to assist both customers and coworkers while working remotely, including MacOS, Google Workspace, Slack, Genesys Cloud, DocuSign, SignatureSync, SnapDocs and Front
Tier 2 Technical Support Specialist
Dentsply Sirona
04.2018 - 01.2022
- Provided primary customer service and technical support to internal and external customers in the dental field via phone, email (multiple inboxes), and fax interactions
- Clarified customer issues, de-escalated through empathetic listening and determined root cause of problems to resolve product or service complaints
- Utilized customer service software like Microsoft Dynamics AX, Microsoft Office including Outlook and Teams and SAP to manage interactions and repair orders and to track customer satisfaction
- Assigned to train new hires due to my knowledge of company policies and procedures
Education
Diploma -
York Suburban Senior High School
Skills
- Customer Satisfaction
- Active Listening
- Problem Resolution
- Data Entry
- Administrative/Clerical Support
- Office Equipment
- Efficient Time Management
- Report Preparation
- Presentation Preparation
- New Hire Training
- Front Desk Operations
- Attention to Detail
- Oral and Written Communication
Websites
Languages
- English, native proficiency
Timeline
Client Engagement Senior Associate
Crowe
08.2023 - Current
Client Resolution Associate
Spruce Holdings
01.2022 - 10.2022
Tier 2 Technical Support Specialist
Dentsply Sirona
04.2018 - 01.2022
Diploma -
York Suburban Senior High School