Jasmine Arutyunyan
Client Services Manager
Glendale,CA
Summary
Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Client Services Manager
Precision Planning Financial Group
03.2023 - Current
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Facilitated cross-departmental collaboration to address complex client issues more effectively.
- Streamlined internal processes for improved efficiency in handling client requests and managing daily operations.
- Enhanced client communication strategies, developing monthly newsletters and webinars to keep clients informed and engaged.
- Implemented client onboarding process, ensuring smooth transition and setting stage for long-term relationships.
- Identified potential upselling opportunities and presented tailored service offerings to existing clients, resulting in revenue growth.
- Achieved notable client satisfaction scores, through meticulous attention to client needs and preferences.
- Conducted regular reviews with clients to assess their satisfaction levels, gather feedback, and address any areas of concern.
- Spearheaded adoption of new CRM system, significantly improving data accuracy and client relationship management.
- Developed a keen understanding of industry trends by participating in conferences and networking events which allowed me to provide better solutions for our clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Handled confidential and sensitive information with discretion and tact.
- Answered high volume of phone calls and email inquiries.
Executive Assistant to the Chief Executive Officer
Taylor Insurance and Financial Services
06.2021 - 03.2023
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Created expense reports, budgets, and filing systems for management team.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Coordinated travel arrangements by booking airfare, hotel, and ground transportation.
- Managed complex projects to successful completion, ensuring timely delivery of results to the CEO.
- Ensured timely completion of action items by tracking progress and following up on delegated tasks from the CEO.
- Increased meeting effectiveness with detailed preparation of agendas, materials, and minutes.
- Improved team collaboration by acting as a liaison between the CEO, executive team, and staff members.
- Boosted morale with event planning and coordination of company-wide functions, celebrations, or gatherings.
- Safeguarded high standards in all documentation produced under my purview for accuracy.
- Maintained confidentiality by handling sensitive information with discretion and professionalism.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Coordinated international travel arrangements, ensuring seamless logistics for executives attending global conferences.
- Updated and maintained confidential databases and records.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Worked with senior management to initiate new projects and assist in various processes.
Project Manager
Parehjan and Vartzar Chiropractic, Inc.
02.2018 - 05.2021
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Identified plans and resources required to meet project goals and objectives.
- Monitored project performance to identify areas of improvement and make adjustments.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Managed budgets and resources effectively, ensuring optimal use of funds for maximum impact.
- Facilitated regular team meetings to discuss progress, identify roadblocks, and devise solutions for continued advancement towards goals.
- Maintained compliance with regulatory guidelines throughout the entire project lifecycle, mitigating risks associated with noncompliance.
- Managed digitization of paper records.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Managed budgets, allocating funds strategically towards high-impact initiatives that supported overall business goals.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
Education
Bachelor of Arts - Communication Studies
California State University, Northridge
Northridge, CA 03.2018 - 06.2020
Financial Paraplanner Qualified Professional - Finance
College For Financial Planning
08.2023 - 03.2024
Skills
Client Relationship Management
Executive Calendar Management
Travel & Expense Coordination
Event & Meeting Coordination
Office Operations & Administration
Email & Correspondence Management
Client Onboarding & Retention
Customer Relationship Management (CRM)
High-Touch Client Support
Project Coordination & Execution
Skilled in Excel, Word, PowerPoint, and Outlook
Google Workspace (Docs, Sheets, Calendar, Meet)
CRM Platforms (Wealthbox, Wealth, eMoney)
Strong Attention to Detail
Time Management & Prioritization
Problem Solving & Critical Thinking
Timeline
Financial Paraplanner Qualified Professional - Finance
College For Financial Planning
08.2023 - 03.2024
Client Services Manager
Precision Planning Financial Group
03.2023 - Current
Executive Assistant to the Chief Executive Officer
Taylor Insurance and Financial Services
06.2021 - 03.2023
Bachelor of Arts - Communication Studies
California State University, Northridge
03.2018 - 06.2020
Project Manager
Parehjan and Vartzar Chiropractic, Inc.
02.2018 - 05.2021
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