Karla Kruger
West Des Moines,IA
Summary
Client Associate provides dedicated operational and sales assistance to support office initiatives. Offers 33 years of professional experience with demonstrated client service and technical skills. Well-versed in investment and banking products, policies and procedures.
Overview
34
34
years of professional experience
Work History
Senior Client Associate
Private Wealth Asset Management
09.2021 - 08.2023
- Developed a personal relationship with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Processed and verified all new account applications and documents.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Trust Associate
Wells Fargo & Company
12.1989 - 09.2021
- Worked with trust officers in comprehensive trust administration.
- Provided proactive, high quality client service and administration.
- Served as additional point of contact for clients and as backup for trust officers.
- Built and established strong professional relationships with clients and financial institutions.
- Facilitated new client onboarding process and investment account setup.
- Processed and verified all new account applications and documents.
Education
Associate of Arts - Administrative Assistance And Secretarial Science
Des Moines Area Community College
Ankeny, IA05.1990
Skills
- Client Inquiries
- Appointment Scheduling
- Special Events
- Client Satisfaction
- Clerical Support
- Client Presentations
- Client Relationships
- Client Contact
- Client Meetings
- Greeting Visitors
- Office Equipment
- Data Confidentiality
- Travel Arrangements
Timeline
Senior Client Associate
Private Wealth Asset Management
09.2021 - 08.2023
Trust Associate
Wells Fargo & Company
12.1989 - 09.2021
Associate of Arts - Administrative Assistance And Secretarial Science
Des Moines Area Community College
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