Summary
Overview
Work History
Education
Skills
Timeline
Bartender

Judith Schultz

West Bend,WI

Summary

Accomplished Senior Registered Client Service Associate with a proven track record at Stifel/Ziegler, enhancing client satisfaction and streamlining onboarding processes. Expert in account maintenance and customer support, I excel in teamwork and problem-solving, significantly contributing to team success and client retention. My approach has consistently improved service delivery and operational efficiency.

Overview

49
49
years of professional experience

Work History

Bartender - Part Time

Mequon Legion Post
06.1995 - 09.1999
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
  • Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
  • Kept bar presentable and well-stocked to meet customer needs.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.
  • Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
  • Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
  • Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
  • Adhered to state laws regarding alcoholic beverage services and customer regulations.

Client Service Associate

Salomon Smith Barney
07.1993 - 09.1999
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.

Senior Registered Client Service Associate

Stifel/Ziegler
08.2002 - Current
  • Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
  • Contributed to overall team success by actively participating in trainings, sharing knowledge with peers, and offering support when needed.
  • Resolved any discrepancies in account statements or balances through thorough investigation and follow-up with relevant parties.
  • Ensured timely completion of assigned projects by establishing clear deadlines and managing workloads effectively.
  • Coordinated with financial advisors, ensuring accurate account setup, maintenance, and administration.
  • Enhanced client satisfaction by addressing their inquiries and resolving issues promptly.
  • Provided exceptional customer service by responding quickly to requests, maintaining a professional demeanor at all times, and delivering accurate information consistently.
  • Improved team collaboration by fostering open communication and providing constructive feedback to colleagues.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Operations Manager

Salomon Smith Barney
09.1999 - 11.2001
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.

bartender, head waitress, head hostess

Center Street Saloon/Hammer City/Marc's Big Boy
Milwaukee, Wisconsin
11.1975 - 10.1992
  • Served high customer volumes during special events, nights, and weekends.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
  • Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
  • Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
  • Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
  • Handled cash and card transactions accurately, reducing discrepancies and balancing till at end of each shift.

Education

No Degree - Broker's Licensing

Kaplan
Milwaukee, WI
03-1988

High School Diploma -

Milwaukee Lutheran High School
Milwaukee, WI
06-1976

Skills

  • Cash management
  • Account maintenance
  • Customer support
  • Client relations
  • Client support
  • Funds transfers
  • Teamwork
  • Customer service
  • Problem-solving
  • Multitasking
  • Customer relations

Timeline

Senior Registered Client Service Associate

Stifel/Ziegler
08.2002 - Current

Operations Manager

Salomon Smith Barney
09.1999 - 11.2001

Bartender - Part Time

Mequon Legion Post
06.1995 - 09.1999

Client Service Associate

Salomon Smith Barney
07.1993 - 09.1999

bartender, head waitress, head hostess

Center Street Saloon/Hammer City/Marc's Big Boy
11.1975 - 10.1992

No Degree - Broker's Licensing

Kaplan

High School Diploma -

Milwaukee Lutheran High School

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Judith Schultz