Janelle Martinez
Pittsburg,CA
Summary
Detail-oriented Client Services Associate with expertise in problem solving and managing daily functions. Successful at prioritizing tasks, maintaining organization and optimizing workflow.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Service Associate
Vitucci Integrated Planning
08.2022 - 02.2023
- Enhance existing client relationships through the processing of client onboarding requests, resolving client inquiries, transfers, asset movement, required minimum distributions, and making sure key client information and documentation is up to date.
- Conduct client outreach to maintain strong relationships with client base and identify services and solutions, such as digital and online access that support clients’ needs.
- Provide service by responding to requests and follow-up on service requests to ensure execution in a timely manner.
- Resolve product and service issues, troubleshooting problems and provide ongoing technical assistance to clients.
- Support senior leadership by developing status reports on activities related to planning, scheduling reviews, cancellation, inquiries, resourcing and proposal development for events.
- Develop and update spreadsheets to track, analyze and report on performance and data.
Client Services Associate
Burton Enright Welch
11.2021 - 08.2022
- Primary contact for client onboarding, account administration, processing transfer paperwork, required minimum distributions, charitable contributions, and IRA distribution forms.
- Facilitate transfer of funds and process checks, wires and ACH’s in a timely manner.
- Conduct rollover calls with clients and custodians to initiate rollover of client assets into new accounts at Schwab.
- Resolve inquiries, provide guidance and make sure key information and documentation remains current in Salesforce and SharePoint.
- Generate and prepare quarterly reports and gather tax documentation to provide to client's accountants and CPAs.
- Maintain and monitor internal databases and electronic files consistent with policies and procedures.
Client Service Associate
Mosher Financial Advisors
10.2020 - 11.2021
- Maintain existing client relationships through the processing of client requests.
- Prepare account paperwork for submission, track required minimum distributions and assist with client meeting preparation.
- Organize and assist in maintenance of complete client account related records for Managing Partners.
- Provide administrative support such as answering phone, prepare routine client correspondence and scheduling client meetings.
- Prepare quarterly reports for distribution.
- Execute other projects as assigned.
Business Owner
The Sonoma Gift Basket
01.2019 - 07.2021
- Designed and built gift baskets.
- Marketed business online.
- Filled customer orders, packaged and shipped.
- Purchased inventory and kept track of sales and invoices.
- Worked with the Gift Basket Association to fill orders for other areas.
Assistant to Regional Vice President
Jason Gilman Of Ohio National Financial Services
09.2018 - 03.2020
- Managed administrative functions, including calendar management.
- Responded to emails and calls regarding clients service inquiries.
- Prepared documents, reports and presentations for meetings.
- Submitted expense reports and kept track of monthly budget.
- Managed event planning, travel arrangements and external meetings.
Site Coordinator
MetLife Securities
12.2010 - 03.2016
- Main point of contact in providing client service support such as; answering all in coming calls, correspondence, reports, client inquiries and research.
- Processed all securities deposits, monthly premium payments and ensured accuracy of all new business applications.
- Responsible for resolving client issues and processing various account maintenance requests in a timely manner.
- Assist with preparation of reports and other materials for client meetings.
- Worked with compliance, recruiting and marketing departments to accomplish firm goals and projects.
- Acted as liaison between wholesalers, property management, and outside vendors.
Education
Business Administration
Diablo Valley College
Pleasant Hill, CA05.2015
Skills
- Confidentiality and Data Protection
- Database Management
- Report preparation
- Establishing Contacts
- Multitasking and Time Management
- Strong Organizational Skills
Certification
Financial Paraplanner Qualified Professional, FPQP ®
Timeline
Client Service Associate
Vitucci Integrated Planning
08.2022 - 02.2023
Client Services Associate
Burton Enright Welch
11.2021 - 08.2022
Client Service Associate
Mosher Financial Advisors
10.2020 - 11.2021
Business Owner
The Sonoma Gift Basket
01.2019 - 07.2021
Assistant to Regional Vice President
Jason Gilman Of Ohio National Financial Services
09.2018 - 03.2020
Site Coordinator
MetLife Securities
12.2010 - 03.2016
Business Administration
Diablo Valley College
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