Former Client Relationship Manager with a track record of improving retention and executing high-volume trades while supporting advisors. Drives client satisfaction through clear communication, market research, and efficient issue resolution. Seeks expanded account management responsibilities to deepen client relationships and grow advisor referrals.
Work History
WAREHOUSE SPECIALIST
3 Months
Kiepe | 04.2026 - 07.2026
Picked and packed employees orders using handheld scanners, reducing packing errors and returns.
Inspected incoming shipments against purchase orders, rejected damaged goods and documented claims.
Coordinated with shipping carriers to schedule daily pickups and confirmed carrier paperwork for each load.
Performed cycle counts during slow shifts, identifying misplaced SKUs and correcting inventory discrepancies.
CLIENT RELATIONSHIP MANAGER
2 Years 5 Months
E*TRADE from Morgan Stanley | 07.2022 - 12.2024
Promoted products and services to customers during service and account management calls, enhancing their understanding of offerings.
Delivered customer care by responding to requests, assisting with product selection, and managing ordering functions, ensuring a positive customer experience.
Resolved customer complaints and issues promptly, contributing to increased customer satisfaction.
Executed trades for clients by managing orders and transactions efficiently.
Conducted research to answer questions and handle issues using multiple systems and resources.
Retained updated knowledge of market competition and related offerings to generate favor for advisors.
CUSTOMER SERVICE REPRESENTATIVE
7 Months
CORE Response: Community Organized Relief Effort | 11.2020 - 06.2021
Communicated with patients regarding test results and addressed inquiries, fostering trust and clarity in their healthcare journey.
Delivered compassionate care and service to patients receiving COVID-19 testing and vaccinations, ensuring a positive experience during critical health needs.
Coordinated logistics for mobile unit by efficiently organizing van for site transitions, enhancing operational effectiveness.
DELI CLERK
9 Months
Publix Super Market | 07.2019 - 04.2020
Made food according to standard recipes with requested changes for customer satisfaction.
Maintained a safe working environment by adhering to food safety guidelines and promptly addressing any hazards.
Restocked supplies and prepared ingredients during downtime to ensure readiness for busy periods.
Maintained clean, organized workspaces to support safe and efficient operations.
Cleaned and sanitized dishes and utensils, ensuring consistent availability of necessary supplies for customer demand.
Education
BBA - Finance
Kennesaw State University | Kennesaw, GA | 12.2022