Joanne Blackburn
New Albany,OH
Summary
Experienced professional with proven customer service client support and problem resolution skills. Excellent written and verbal communication skills. Self-motivated, diligent and detail oriented. Experienced in enhancing relationships with clients, vendors and co-workers. Proficient in MS Office, CRM, Teams, Google Docs.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Director of Client Services
Kensington Wealth Partners, Ltd.
Columbus, OH
03.2018 - 04.2022
- Office Manager and Director of Client Services for a $350 million financial planning firm
- Managed everyday operations in a fast-paced environment including written and verbal communication with clients to increase customer loyalty and drive business development opportunities
- Identified services and solutions to support the intricate needs of high-net-worth clients
- Responsible for all money movements and preparation and submission of complex investment applications
- Created performance reports and organized materials for client reviews
- Maintained CRM, managed client maintenance requests, scheduled appointments and managed the calendar for the firm’s Partners
- Supervisor of the firm’s client service associate and multiple data analyst interns.
Registered Client Service Associate
The One Group at Morgan Stanley
Columbus, OH
11.2017 - 03.2018
- Prepared applications and client correspondence, maintained excel spreadsheets to track pending business, scheduled appointments, answered incoming client calls and fielded questions, greeted and welcomed clients.
Client Service Associate
Wealth Management Solutions LLC
Westerville, OH
02.2011 - 11.2017
- Administrative support for Financial Advisory Firm
- Scheduled client appointments, prepared account performance reports, maintained CRM and managed all client maintenance
- Prepared and processed paperwork for investment applications
- Maintained internal spreadsheets to track investment allocations
- Managed website and responded to website inquiries
- Assisted financial advisors with reconciliation of office expenses and advisory fees.
Office Manager
Blackburn International, Inc
Westerville, OH
10.2002 - 02.2011
- Responsible for accounting, marketing and business development, budget, standard operating procedures and maintenance of consultant contracts
- General office administrative tasks involved with running an international clinical research corporation.
Senior Travel Specialist
NetJets, Inc
Columbus, OH
09.1999 - 10.2002
- Implemented a corporate credit card program integrating internal policies and procedures
- Assisted in the selection and execution of a companywide electronic expense reimbursement system
- Promoted relationships with hotel alliances and negotiated corporate rates and privileges for flight crew.
Executive Assistant to the CFO
NetJets, Inc.
Columbus, OH
02.1998 - 09.1999
- Personal assistant to the CFO and Senior VP
- Produced and assembled financial presentations and reports in preparation for department meetings
- Managed schedules and communications of key company executives.
Marketing & Communications Specialist
Columbus Airport Authority
Columbus, OH
06.1992 - 07.1995
- Composed press releases, handled media requests, designed and distributed airport marketing materials
- Assisted with customer surveys, analyzed flight and passenger trends
- Built and strengthened relationships with key Columbus entities to foster airport business development.
Account Executive
Foreign & Commonwealth Office
London
05.1989 - 10.1991
- Organized airline and hotel reservations for Diplomats and Members of Parliament.
- Coordinated security arrangements for Foreign & Commonwealth Office meetings and press conferences.
Senior Sales Representative
British Airways
London
02.1987 - 10.1989
- Sales representative for British Airways at London Heathrow Airport and central London sales office.
- Coordinated airline promotions and customer special events
Education
St Helens University
Lancashire, England1987
St Edmund Arrowsmith R.C. High School
Lancashire, England1984
Certification
Series 7 Securities License
Ohio Life & Health Insurance License
Timeline
Director of Client Services
Kensington Wealth Partners, Ltd.
03.2018 - 04.2022
Registered Client Service Associate
The One Group at Morgan Stanley
11.2017 - 03.2018
Client Service Associate
Wealth Management Solutions LLC
02.2011 - 11.2017
Office Manager
Blackburn International, Inc
10.2002 - 02.2011
Senior Travel Specialist
NetJets, Inc
09.1999 - 10.2002
Executive Assistant to the CFO
NetJets, Inc.
02.1998 - 09.1999
Marketing & Communications Specialist
Columbus Airport Authority
06.1992 - 07.1995
Account Executive
Foreign & Commonwealth Office
05.1989 - 10.1991
Senior Sales Representative
British Airways
02.1987 - 10.1989
St Helens University
St Edmund Arrowsmith R.C. High School