Jessica Smith
Greeley,CO
Summary
- Ability to efficiently and calmly handle various situations
- Ability to Multitask
- Desire to exceed expectations
- Detailed Oriented
- Devoted to excellent professionalism
- Meets goals quickly and effectively
Motivated professional with extensive experience in customer service and administrative tasks.
Overview
10
10
years of professional experience
Work History
Branch Office Administrator
Edward Jones
11.2023 - Current
- Oversee appointment setting and schedule
- Manage all correspondence via mail, email, faxes and wires
- Organize files, prepare reports and scan documents
- Manage day to day calendar for Financial Advisor
- Manage Client Accounts
- Process Deposits
- Asset Servicing
- Securities processing and order entry
- Process Transfers and Rollovers
- Deepen Client Relationships
- Greet Clients
- Use customer service skills to get information from client that could be beneficial to the financial advisor
- Create contact plans to keep clients engaged.
Personal Marketing Advisor
Constant Contact
01.2019 - Current
- Engage with a portfolio of small businesses and nonprofits to understand their business goals and email marketing objectives
- Establish and maintain a strong trusted advisor relationship with each customer
- Reach out to customers through phone and email to provide online demonstrations and education to customers to ensure their success and execute marketing plans
- Maintain organized and detailed notes of each conversation with customers
- Handle all scheduled customer calls in a timely fashion.
Personal Marketing Assistant Hybrid/Marketing Specialist
Constant Contact
04.2021 - 11.2023
- Act as a primary point of contact for up to an additional 35 customers ensuring their Constant Contact issues and questions are resolved
- Develop activities such as; Email Campaigns, Marketing Plans, Survey Creation, Landing Pages and more
- Track Activities, including amount of time spent on each activity, detailed notes about the activity, and completed date in Salesforce.
Customer Success Specialist
Constant Contact
06.2015 - 01.2019
- Complete weekly case audits and provide feedback to teammates
- Participate in weekly Voice of the Customer meetings to provide product feedback
- Onboard new customers on using Constant Contact’s entire line of products to help grow their business
- Adjust coaching and communication techniques based on the individual customer
- Create quality email templates to delight the customer
- Coach those considered at risk to show them the value of the product while retaining productivity
- Provide best business practice recommendations.
Customer Engagement Specialist/Phone, Email, and Chat support
Constant Contact
02.2014 - 06.2015
- Mentored new hire agents by helping them set goals they could work towards achieving by educating them on various resources available, providing side-by-side coaching, and quality monitoring
- Coordinated team activities to engage peers and to create cohesiveness
- Partnered with Team Lead to implement activities to drive success amongst team members
- Coached small businesses in the use of engagement marketing tools that meet their individual needs
- Provided feedback to product developers by tracking defects.
Education
Sociology -
University of Northern Colorado
Greeley, COSkills
- Microsoft Office
- Salesforce
- Google Apps
- Adaptable
- Analytical
- Dependable
- Organized
- Patient
- Personable
- Self-Motivated
- Strong Verbal and Written Communication
- Scheduling appointments
- Office Management
- Document Preparation
Timeline
Branch Office Administrator
Edward Jones
11.2023 - Current
Personal Marketing Assistant Hybrid/Marketing Specialist
Constant Contact
04.2021 - 11.2023
Personal Marketing Advisor
Constant Contact
01.2019 - Current
Customer Success Specialist
Constant Contact
06.2015 - 01.2019
Customer Engagement Specialist/Phone, Email, and Chat support
Constant Contact
02.2014 - 06.2015
Sociology -
University of Northern Colorado