Julie Kingrey
Farmville,NC
Summary
Results-driven professional with expertise in client management, regulatory compliance, and service optimization. Proven track record in strengthening client trust and enhancing service delivery processes.
Overview
27
27
years of professional experience
Work History
Client Relationship Manager
The Nottingham Company
Rocky Mount, NC
12.2016 - Current
- Established and maintained client relationships through open dialogue, high-quality service, and post-sale follow-up to strengthen client trust.
- Developed strong client relationships through regular communication and personalized service.
- Managed client accounts with timely responses to inquiries and issues, ensuring client satisfaction and retention.
- Conducted regular meetings with clients to discuss their current requirements.
- Collaborated with internal teams to align client needs with company offerings.
- Implemented client feedback mechanisms to improve service delivery processes and align offerings with client needs.
- Facilitated communication between departments during the onboarding process.
Assistant Controller
Brethren Benefit Trust
Elgin, IL
08.2014 - 11.2016
- Coordinated and finalized quarterly and annual financial reporting packages.
- Managed financial reporting processes for Brethren Benefit Trust's operational efficiency.
- Reviewed and analyzed financial reports, accounts payable and receivable and payroll records to identify discrepancies.
- Coordinated budget preparation and monitoring for various departmental needs.
- Analyzed financial data to support strategic decision-making at Brethren Benefit Trust.
- Collaborated with cross-functional teams to streamline financial processes and communication.
Fund Accountant
The Nottingham Company
Rocky Mount, NC
08.1999 - 07.2014
- Prepared timely and accurate net asset values, yields, distributions, and other fund accounting output.
- Analyzed fund transactions for compliance with regulatory requirements and internal policies, safeguarding fund integrity.
- Maintained accurate records of fund transactions, ensuring integrity of financial data within accounting software systems.
- Assisted in implementing new accounting procedures, contributing to improved operational efficiency.
Education
Bachelor of Arts - Accounting
Pennsylvania State University, The Behrend College
Erie, PA05-1999
Skills
- Client management
- Customer engagement
- Client onboarding
- Service optimization
- Feedback integration
- Project coordination
- Cross-functional collaboration
- Financial reporting
- Regulatory compliance
- Budget management
- Fund accounting
- Customer relationship management
Timeline
Client Relationship Manager
The Nottingham Company
12.2016 - Current
Assistant Controller
Brethren Benefit Trust
08.2014 - 11.2016
Fund Accountant
The Nottingham Company
08.1999 - 07.2014
Bachelor of Arts - Accounting
Pennsylvania State University, The Behrend College