Hi, I’m
Janelle Manalili
Client Service Associate | Marketing Coordinator
Las Vegas,NV
Summary
Client-focused Client Service Associate offering 4+ years of experience managing key accounts to deliver superior service. Expertise in providing client support, maintaining files and records and preparing quantitative, comparative performance evaluations. Committed to collaborating with associates and management to achieve business objectives.
Overview
4
years of professional experience
Work History
Whalen FinancialLas Vegas, NV
Client Service Associate and Marketing Coordinator
10.2020 - Current
Job overview
- Direct point of contact for 50+ clients
- Reporting directly to CEO for client relations
- Processing account paperwork with Charles Schwab
- Educating clients on account services and resolving client inquiries regarding statement information and account balances
- Creating workflows, processes and templates to streamline business operations
- Coordinating client social and virtual events on a semi-annual basis
- Directing the creation of marketing campaigns with Snappy Kracken and Hootesuite
- Coordinating and creating workflows, processes and templates for in-person seminars to generate new business
- Coordinating, editing and distributing two podcast on a weekly and monthly basis
- Updating firm website and archiving files for compliance purposes
- Successfully transitioning firm from broker dealer (LPL Financial) to an RIA
Educated AthleticsLas Vegas, NV
Director of Marketing and Operations
12.2021 - Current
Job overview
- Boosting brand awareness and generating leads while managing internal and external marketing campaigns and programs
- Assisting with development of event strategies and tactical plans to promote accomplishment of marketing goals
- Creating company brand messaging, collateral materials, customer events, and promotional strategies
- Utilizing market trends and target audience statistics to effectively and appropriately market products
- Illustrated page design concepts by blending arrangement, style and aesthetic elements to meet predetermined preferences
H&H Retirement Design And ManagementLas Vegas, NV
Marketing Director and Financial Planner Assistant
11.2018 - 10.2020
Job overview
- Direct point of contact for 50+ clients
- Reporting directly to CEO for client relations
- Liaison between financial planners and clients
- Processing account paperwork with TD Ameritrade and Charles Schwab
- Financial planning in eMoney and Riskalyze
- Obtaining insurance and annuity bids from Advisor's Excel, CRUMP, and DPL
- Keeping staff on task with what needs to be completed for each client and prospect
- Directing the creation of marketing campaigns to successfully onboard high net worth clients
- Interviewing clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan
- Answering clients' questions about purposes and details of financial plans and strategies
Life Time AthleticLas Vegas, NV
Account Manager
07.2018 - 11.2018
Job overview
- Inspire, guide, and help others live a healthy way of life by encouraging their involvement through their best-in-class people, places and programs
- Promote a consultative, interactive in person sales process
- Club marketing, telephone screening and premiere customer service.
- Efficient in using Microsoft Dynamics software
- Addressing problems with accounting, billing and service delivery to maintain and enhance client satisfaction
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
Education
University of California - Los AngelesLos Angeles, CA
Bachelor of Arts from Applied Psychology
06.2017
University Overview
- Ranked in Top 15% of class
- 3.875 GPA
Skills
- Member Relationship Management
- Cross-Departmental Alignment
- Account Management
- Customer Retention Strategies
- Data Entry and Maintenance
- Strong Service Mindset
- Efficient and Detail-Oriented
- Understanding Customer Needs
Affiliations
- Notary Public
Languages
English
Native or Bilingual
American Sign Language
Professional Working
Spanish
Limited Working
Timeline
Director of Marketing and Operations
Educated Athletics
12.2021 - Current
Client Service Associate and Marketing Coordinator
Whalen Financial
10.2020 - Current
Marketing Director and Financial Planner Assistant
H&H Retirement Design And Management
11.2018 - 10.2020
Account Manager
Life Time Athletic
07.2018 - 11.2018
University of California - Los Angeles
Bachelor of Arts from Applied Psychology
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