Karen Ashby
Boca Raton
Summary
Accomplished professional with a proven track record at Merrill Lynch, excelling in client relationship management and operational oversight. Leveraged decision-making and team leadership skills to enhance productivity and client satisfaction. Achieved significant improvements in operational efficiency and team dynamics, demonstrating a strong ability to motivate employees and manage risk effectively.
Overview
44
44
years of professional experience
Work History
Private Wealth Business Manager
Merrill Lynch
08.2021 - 10.2024
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
Client Relationship Manager
Merrill Lynch
08.1997 - 08.2021
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Provided exceptional customer service by addressing concerns promptly and professionally.
Operations Supervisor
Merrill Lynch
01.1991 - 12.1996
- Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
- Conducted regular performance evaluations for direct reports, identifying areas for improvement and setting development goals accordingly.
- Improved operational efficiency by streamlining processes and implementing time-saving strategies.
Bookkeeper
Merrill Lynch
01.1986 - 12.1990
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Generated detailed financial reports for management review, facilitating informed decisionmaking.
Cashier
Merrill Lynch
06.1980 - 12.1985
- Welcomed customers and helped determine their needs.
- Accepted check deposits and security deposits into client accounts
- Assisted clients with check withdrawals
Education
High School Diploma -
Coral Springs High School
Coral Springs, FL06-1980
Skills
- Decision-making
- Client relationship management
- Team building and leadership
- Operational oversight
- Employee motivation
- Risk assessment and management
- Relationship building
Timeline
Private Wealth Business Manager
Merrill Lynch
08.2021 - 10.2024
Client Relationship Manager
Merrill Lynch
08.1997 - 08.2021
Operations Supervisor
Merrill Lynch
01.1991 - 12.1996
Bookkeeper
Merrill Lynch
01.1986 - 12.1990
Cashier
Merrill Lynch
06.1980 - 12.1985
High School Diploma -
Coral Springs High School
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