Jennah Kellie
Boston,MA
Summary
Motivated Client Management Representative with background in maintaining strong client relationships, resolving complex issues and driving customer satisfaction. Strengths include exceptional communication skills, strategic planning, and problem-solving. Proven track record of enhancing business operations through efficient client management and steadfast commitment to service excellence.
Overview
3
3
years of professional experience
Work History
Senior Client Management Representative
Brown Brothers Harriman
Boston , MA
12.2023 - Current
- Manage cash transactions and accounts to ensure all transactions are valid and instructed properly.
- Maintain, manage, and support client accounts and operations.
- Effectively problem-solve and manage escalated client concerns and issues.
- Responsible for day-to-day operations and inquiries, mixing in multiple long-term projects for different clients.
- Ensure clients are satisfied with the overall responses, work, and systems of Brown Brothers & Harriman.
- Maintain relationships with clients in a professional manner through constant communication and follow-ups.
- Serve as the primary contact for multiple clients and internal teams for cash/operation-related inquiries.
- Discuss client financial procedures to keep customers informed regarding transactions.
- Managed client relationships by providing timely updates on service requests or changes in policy and procedures.
Client Management Representative
Brown Brothers Harriman
Boston, MA
08.2022 - 12.2023
- Work directly with internal and external clients, and co-workers, to fulfill daily tasks and requests.
- Fulfilled daily inquiries from multiple clients and ensured that responses and backup were given to best satisfy their requests.
- Provide exemplary client service to clients.
- Proactively take on and learn new tasks.
- Ensured that daily cash deliverables and reporting were produced timely and accurately.
- Ensured that proper client documentation is in place to authorize Global Cash Services to perform cash procedures.
- Ensure procedures are in place for all clients, and are updated timely.
- Built positive and productive client connections to drive positive feedback and results.
Bartender
Boqueria
Boston, MA
10.2023 - Current
- Provide exceptional customer service to guests while managing the bar, and making drinks for front-of-house staff and tables.
- Develop relationships with guests to create a positive experience for them, with the hope of leading to positive reviews and recommendations to come back.
- Multi-task between well service and customer service during busy business hours.
- Communicate effectively with managers and co-workers throughout a shift.
- Maintained inventory of liquor, beer, wine, and other beverage items.
- Resolved customer complaints in a professional manner.
- Processed payments accurately and efficiently with POS system.
Education
Master of Science - Business Administration And Management
Worcester State University
Worcester, MA05-2022
Bachelor of Science - Business Administration
Worcester State University
Worcester12-2020
Skills
- Client relationship management
- Cash transaction management
- Financial procedures
- Account operations
- Escalated issue resolution
- Problem solving
- Time management
- Attention to detail
- Market trend analysis
- Financial reporting
Timeline
Senior Client Management Representative
Brown Brothers Harriman
12.2023 - Current
Bartender
Boqueria
10.2023 - Current
Client Management Representative
Brown Brothers Harriman
08.2022 - 12.2023
Master of Science - Business Administration And Management
Worcester State University
Bachelor of Science - Business Administration
Worcester State University
Similar Profiles
Maksym NesterenkoMaksym Nesterenko
Junior Transfer Agency Trailer Fees Representative at Brown Brothers HarrimanJunior Transfer Agency Trailer Fees Representative at Brown Brothers Harriman
Lacy J. HeitmannLacy J. Heitmann
Ops Section Mgr I FT Comm, Assistant Vice President – Funds Transfer at Brown Brothers Harriman and Company (BBH)Ops Section Mgr I FT Comm, Assistant Vice President – Funds Transfer at Brown Brothers Harriman and Company (BBH)
Joanna SzylarJoanna Szylar
Associate || Supervisor in Securities Lending at Brown Brothers HarrimanAssociate || Supervisor in Securities Lending at Brown Brothers Harriman