Kayla Williamson
Columbus
Summary
Dynamic professional with a decade of experience in wealth management, focused on enhancing client relationships and operational efficiency. Demonstrated success in developing impactful proposals and providing effective resolutions to financial advisors, ensuring compliance and security. Proven ability to multitask and solve problems to support business growth.
Overview
11
11
years of professional experience
Work History
Wealth Management Analyst Operations Specialist
Morgan Stanley
Columbus
03.2018 - 03.2025
- Maintained strong client relationships by delivering exceptional service to both internal and external stakeholders across diverse financial products.
- Provided clear and effective resolutions to Financial Advisors, Branches, and internal employees, enhancing service efficiency.
- Applied verification policies to prevent identity theft and fraudulent activities, ensuring compliance and security.
- Developed presentation materials and proposals to support financial advisors in performance management and business development.
Credit Card Specialist Sr.
Huntington National Bank
Columbus
12.2015 - 12.2017
- Resolved customer inquiries and issues via phone and email, effectively addressing escalations and complaints.
- Made procedural exceptions to accommodate unique customer requests, which enhanced customer satisfaction.
- Facilitated team communication by maintaining a group chat to support colleagues with questions and feedback.
Leasing Manager
Chesapeake Mill Apartments
Columbus
03.2015 - 11.2015
- Managed leasing processes through Appfolio by generating leases, prioritizing and responding to communications, and conducting comprehensive move-out inspections.
- Oversaw financial operations, including rent and fee management, ensuring tenant file and ledger accuracy, and compliance with fair housing laws.
Sales Consultant
Platinum Advertising
Columbus
05.2014 - 03.2015
- Exceeded sales targets through refined communication strategies and the implementation of an effective teamwide sales pitch.
- Fostered a collaborative work environment and maintained comprehensive documentation of sales activities.
- Delivered high-quality customer service to enhance client satisfaction.
Education
High School Diploma -
Westerville North High School
Skills
- Proficient in all MS Office
- Organization
- Detailed-Oriented
- Customer and Administrative Service
- Sales
- Management
- Problem-Solving
- Financial Planning
- Investment Strategies
- Client Relationship Management
- Risk Assessment
- Communication Skills
- Analytical Thinking
- Regulatory Compliance
- Portfolio Management
- Negotiation Skills
- Market Research
Timeline
Wealth Management Analyst Operations Specialist
Morgan Stanley
03.2018 - 03.2025
Credit Card Specialist Sr.
Huntington National Bank
12.2015 - 12.2017
Leasing Manager
Chesapeake Mill Apartments
03.2015 - 11.2015
Sales Consultant
Platinum Advertising
05.2014 - 03.2015
High School Diploma -
Westerville North High School