Hi, I’m
Jessy Stoecklein
Odessa,MO
Summary
Tenacious Director of Client Services with 4 years of successful leadership and management experience. Committed to bettering the client service experience with timely assistance and helpful feedback. Confident and reliable with exceptional interpersonal communication and multitasking abilities. Passionate about creating organizational success.
Overview
9
years of professional experience
1
Certification
Work History
Beyond Wealth Advisors
Director of Client Services
02.2020 - Current
Job overview
- Respond to client inquiries and service client accounts in a discrete, timely, responsible and professional manner
- Utilize sophisticated company computer system to ensure all required client account documents are completed and up to date
- Transfer client funds and securities, schedule client review meetings and maintain client records
- Keep branch leaders and financial advisors well informed regarding clients’ inquiries, transactions and account activities
- Monitor and comply with all company, branch and regulatory policies and procedures
- Serving as office manager; complete routine and complex administrative duties, support advisor acquisition activities, employee onboarding and training and administer employee retirement deposit and reporting program
- Coordinate community engagement and client appreciation gifts, activities and events
- Maintain professional development efforts through ongoing personal and industry trainings.
All Climate Refrigeration
Billing Specialist, Service Manager, Operations Project Manager & Accounts Receivable
06.2017 - 02.2020
Job overview
- Processed customer payments and sent statements
- Made bank deposits and followed up on payment discrepancies
- Maintained personnel and company forms, asset records
- Processed employee timecards, submitted payroll
- Assisted with new hire onboarding and training
- Created company procedural and training manuals
- Generated logistical reports that analyzed operations & employee productivity
- Managed billing department, helped resolve issues.
Blue Ridge Bank and Trust Co
Bank Teller, Core Processing Assistant
06.2015 - 01.2017
Job overview
- Provided courteous handling of customer inquiries and complaints
- Presented promotions and product options to customers
- Responsible of cash drawer and closing duties
- Processed ACH files, balanced general ledger accounts, maintained and updated documents and spreadsheets.
Education
Metropolitan Community College - Blue RiverIndependence, MO
Associates of Arts
12.2016
University Overview
GPA: 3.6/4.0
Fort Osage High SchoolIndependence, MO
High School Diploma
05.2015
University Overview
GPA: 3.67/4.0
Skills
- Relationship Management
- Client Retention Strategies
- Teamwork and Collaboration
- Customer Service
- Team Leadership
- Decision-Making
- Computer Skills
- Managing Operations and Efficiency
Business References
- Kaite Lewis (314) 640-1852
- Pam Kearney (816) 979-8287
- Steven Strader (816) 769-8878
Certification
- SIE
- Series 7
- Series 66
Timeline
Director of Client Services
Beyond Wealth Advisors
02.2020 - Current
Billing Specialist, Service Manager, Operations Project Manager & Accounts Receivable
All Climate Refrigeration
06.2017 - 02.2020
Bank Teller, Core Processing Assistant
Blue Ridge Bank and Trust Co
06.2015 - 01.2017
Metropolitan Community College - Blue River
Associates of Arts
Fort Osage High School
High School Diploma