Kelly Beaupre
Eden Prairie,MN
Summary
Client Relationship Manager with over 15 years of experience in delivering exceptional customer service and managing complex financial transactions. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed. Recognized for a detail- focused approach and excellent communication skills. Committed to leveraging extensive expertise to enhance client satisfaction and streamline account management processes.
Overview
12
12
years of professional experience
Work History
Volunteer
Leech Lake Legacy
Cass Lake, Minnesota
11.2023 - Current
- Provided assistance to staff in the daily operations of the organization.
- Collaborated with other volunteers to create a positive work environment.
Client Services Associate
Edelman Financial Engines
Phoenix, Arizona
04.2022 - 10.2023
- Monitored customer feedback to identify areas for improvement in service quality.
- Coordinate client paperwork, ensuring precise transactions for enhanced satisfaction.
- Resolve vendor issues, boosting service efficiency and client trust.
- Communicate with clients, fostering strong, enduring relationships.
- Partnered with cross-functional teams to create client data management solutions that streamline account processes.
- Optimized procedural guidelines, driving improvements in performance and advancing overall client service quality.
Home Manager
Home Business
Eden Prairie, Minnesota
06.2021 - 03.2022
- Managed household tasks, streamlined schedules, supported partner's career, ensured efficiency.
Registered Client Relationship Manager
Oak Ridge Financial
Golden Valley, Minnesota
05.2020 - 12.2021
- Managed client relationship data for clients, prospects, vendors; enhanced client-advisor communication.
- Prepared reports, agendas, quotes; ensured seamless client meeting follow-ups.
- Tracked project status, informed clients, advisors; strengthened client relationships.
- Fostered cross-department alignment on client care initiatives; tackled operational delays through joint efforts, improving workflow efficiency.
Caregiver, Family
Home Business
Eden Prairie, MN
03.2017 - 11.2020
- Ensured mother's well-being, balancing caregiving with household tasks, enhancing multitasking skills.
Executive Assistant
Sandvold Financial Group
Saint Louis Park, Minnesota
05.2016 - 02.2017
- Prepared CEO for meetings, enhancing decisions with insights optimizing CEO's schedule, boosting time management.
- Coordinated departments, ensuring seamless executive operations.
- Managed events, fostering client relationships and team collaboration.
- Fostered cross-departmental dialogue to develop strategic support materials, ensuring coherent policy implementation.
Registered Operations Associate
Americans Investors Group
Minnetonka, Minnesota
06.2013 - 05.2016
- Optimized bond inventory management, improving allocation strategies.
- Supported new operational processes, boosting trade accuracy and efficiency, strengthening client relationships.
- Enhanced digital record management, refining documentation and expediting audit responses for improved efficiency.
Education
High School Diploma -
Eden Prairie High School
Eden Prairie, MNSkills
- Operational support
- Team collaboration
- Event coordination
- Office management
- Online records management
- Client onboarding
- Teams
- Zoom
- Docusign
- Microsoft office products (Excel, Word, outlook)
- Google docs
- Customer Relationship management systems (Redtail, Salesforce)
- Investment reporting systems(Envestnet)
- Schwab and utilizing other online investment accounts
Timeline
Volunteer
Leech Lake Legacy
11.2023 - Current
Client Services Associate
Edelman Financial Engines
04.2022 - 10.2023
Home Manager
Home Business
06.2021 - 03.2022
Registered Client Relationship Manager
Oak Ridge Financial
05.2020 - 12.2021
Caregiver, Family
Home Business
03.2017 - 11.2020
Executive Assistant
Sandvold Financial Group
05.2016 - 02.2017
Registered Operations Associate
Americans Investors Group
06.2013 - 05.2016
High School Diploma -
Eden Prairie High School