Julie Hayes
Evergreen Park,IL
Summary
Client-focused Client Service Associate offering 15 years of experience managing key accounts to deliver superior service. Proficient in Microsoft Office and Salesforce. Expertise in providing client support, maintaining files and records and preparing quantitative, comparative performance evaluations. Committed to collaborating with associates and management to achieve business objectives.
Overview
28
28
years of professional experience
Work History
Registered Associate
Morgan Stanley
11.2022 - Current
- Communicated with clients regarding account services, statements, and balances.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Used Salesforce to prepare and submit database statistics, graphs and charts to accurately track financial movements.
- Responded to customer calls and emails to answer questions about products and services.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Maintained and managed customer files and databases.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
Client Services Associate
The Lineage Group, Woodbury Financial Services
05.2014 - 05.2022
- Responsible for preparing financial consultant for all client meetings
- Monitor account activities through Salesforce
- Work closely with Financial Advisor to assist with client meeting preparation
- Assist Financial Advisors with marketing efforts
Unit Secretary
Little Company of Mary Hospital
04.2012 - 04.2014
- Perform clerical duties to maintain an organized hospital unit
- Maintains a line of communication between patient and medical staff
- Responsible for making sure all of the MD orders are correctly input into computer and completed
- Initiate patient files upon admittance as well as input patient information into the system
- Prepares patient paperwork for transfer to another facility when applicable
Registered Client Associate
Merrill Lynch, Series
01.1996 - 01.2001
- Series 7 Registered
- Maintained office calendar to coordinate financial consultant meetings
- Prepared client financial information and documents for financial consultant meetings
- Serviced and updated client financial account information per client/financial consultant directive
- Prepared and issued revision documentation for all client financial account updates
- Arranged financial consultants travel plans for out of state meetings
Education
Bachelor of Arts - Psychology
Loras College
Dubuque, IASkills
- Courteous with Strong Service Mindset
- Building Customer Trust and Loyalty
- Customer Account Management
- Data Entry and Maintenance
- Client Meeting Preparation
- Administrative and Office Support
- Understanding Customer Needs
Timeline
Registered Associate
Morgan Stanley
11.2022 - Current
Client Services Associate
The Lineage Group, Woodbury Financial Services
05.2014 - 05.2022
Unit Secretary
Little Company of Mary Hospital
04.2012 - 04.2014
Registered Client Associate
Merrill Lynch, Series
01.1996 - 01.2001
Bachelor of Arts - Psychology
Loras College