Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kayla M Strobel

Philadelphia,PA

Summary

Licensed Investment Services Specialist with 2 years of industry experience. Accomplished Client Relationship Associate at Vanguard, adept in CRM software and fostering teamwork, effective problem resolution and process improvements. Excelled in project management, contributing to cross-functional team success and leading initiatives that bolstered client experience. Proven track record in training and mentoring, with a goal-oriented approach to driving results and enhancing client satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Client Relationship Associate

Vanguard
09.2022 - Current
  • Managed client relationships providing investment support to a diverse portfolio of high-net-worth clients.
  • Executed trades accurately and ensured timely settlement of transactions in accordance with client instructions and regulatory requirements.
  • Resolved client inquires and issues promptly, maintaining a high level of client satisfaction.
  • Collaborate with cross-functional teams to improve processes and enhance client experience.
  • Lead meetings discussing team performance, morale, and industry news.


Sales Associate

Riggtown Oven
08.2019 - 01.2022
  • Greet and assist customers professionally to build and maintain long-term customer relationships.
  • Oversee point-of-sale system, enter and record orders accurately.
  • Manage multiple tasks simultaneously to ensure front of house business runs smoothly.

Brand & Marketing Intern

Flagger Force
05.2019 - 08.2019
  • Assisted in content development for multiple platforms while working under strict deadlines.
  • Monitored social media platforms for opportunities to engage with audience.
  • Participated in weekly leadership meeting for brand ideation and concepts.

Education

Bachelor of Science - Business Management

West Chester University
West Chester
05.2022

Skills

  • CRM software proficiency
  • Goal-oriented mindset
  • Training and mentoring
  • Teamwork and Collaboration

Certification

Series 7 Licensed - Passed 01/03/2023

Series 63 Licensed - PA Uniform Securities Agent NASAA - Passed 03/07/2023

Timeline

Client Relationship Associate

Vanguard
09.2022 - Current

Sales Associate

Riggtown Oven
08.2019 - 01.2022

Brand & Marketing Intern

Flagger Force
05.2019 - 08.2019

Bachelor of Science - Business Management

West Chester University

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Kayla M Strobel