Summary
Overview
Work History
Education
Skills
Languages
Timeline
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JOELLE KLIMOK

Kent,US

Summary

Experienced with client relationship management, ensuring satisfaction and retention. Utilizes communication and organizational skills to handle client inquiries and resolve issues efficiently. Track record of building strong, lasting client relationships through effective support and service.

Professional with focus on client relations and support services. Well-versed in managing client accounts and addressing their needs to ensure seamless service delivery. Reliable team collaborator known for adaptability and results-driven approach. Skilled in problem-solving and maintaining strong client relationships.

Overview

4
4
years of professional experience

Work History

CLIENT ASSOCIATE

LAIRD NORTON WETHERBY
02.2024 - 10.2024
  • Provided excellent customer service to clients, responding promptly and effectively to their inquiries
  • Assisted senior staff members in developing strategies for addressing customer concerns
  • Collaborated with internal teams on projects such as account opening, product launches, marketing campaigns
  • Performed data entry for customer orders accurately and efficiently
  • Identified client needs and delivered solutions by utilizing in-depth knowledge of products and services
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.

FINANCE MANAGER

GUARDIANSHIP SERVICES OF SEATTLE
05.2021 - 02.2024
  • Calculated and prepared checks for utilities, taxes and other payments
  • Developed and implemented accounting, financial and operational systems
  • Used data analysis to strategically forecast financial trends
  • Built and maintained relationships with peers and upper management to drive team success
  • Supported management team to facilitate task completion and meet performance goals
  • Scheduled and confirmed appointments for clients, customers or supervisors
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.

JUNIOR ASSOCIATE

TRANSAMERICA LIFE INSURANCE COMPANY
02.2021 - 10.2021
  • Delivered accurate reports on time to assist management in making informed decisions based on data analysis.
  • Strengthened collaborative efforts among teammates by facilitating open dialogues during group discussions.
  • Maintained confidentiality while handling sensitive information related to client accounts or legal matters.
  • Supported senior associates in managing client relationships by scheduling meetings, taking minutes, and following up on action items.

Education

MBA - Accounting And Finance

NORTHWEST UNIVERSITY
Kirkland, WA
08-2024

Bachelor of Finance - Accounting And Finance

UNIVERSITY OF WASHINGTON
Tacoma, WA
06-2021

High School Diploma -

KENT MERIDIAN HIGHSCHOOL
Kent, WA
06-2019

Associates in Business - BUSINESS ADMINISTRATION

HIGHLINE COLLEGE
DesMoines, WA
06-2019

Skills

  • Financial Analysis
  • Customer Service
  • Data Analysis
  • Time Management
  • Teamwork and Collaboration
  • Critical Thinking
  • Wealth Management
  • Retirement Needs
  • Financial Planning
  • Client Onboarding

Languages

Russian
Native or Bilingual
Ukrainian
Native or Bilingual

Timeline

CLIENT ASSOCIATE

LAIRD NORTON WETHERBY
02.2024 - 10.2024

FINANCE MANAGER

GUARDIANSHIP SERVICES OF SEATTLE
05.2021 - 02.2024

JUNIOR ASSOCIATE

TRANSAMERICA LIFE INSURANCE COMPANY
02.2021 - 10.2021

MBA - Accounting And Finance

NORTHWEST UNIVERSITY

Bachelor of Finance - Accounting And Finance

UNIVERSITY OF WASHINGTON

High School Diploma -

KENT MERIDIAN HIGHSCHOOL

Associates in Business - BUSINESS ADMINISTRATION

HIGHLINE COLLEGE

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JOELLE KLIMOK