Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kelly Kinney

Clear Lake

Summary

Dynamic professional with strong leadership capabilities and a proven track record at Wealth Enhancement Group. Expert in facilitating client onboarding and enhancing satisfaction through effective issue resolution. Skilled in troubleshooting challenges and managing complex projects, ensuring timely deliverables. Committed to fostering relationships and driving performance improvements in client service.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Sr. Client Service Assoc.

Wealth Enhancement Group
09.2018 - Current
  • Assisted clients with inquiries, ensuring timely and accurate responses.
  • Collaborated with team members to streamline client communication processes.
  • Supported account management by organizing client documentation and records.
  • Facilitated onboarding processes for new clients, enhancing initial experiences.
  • Maintained up-to-date information in CRM systems for effective client tracking.
  • Resolved client issues promptly, contributing to overall satisfaction and retention.
  • Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
  • Mentored junior associates in best practices for servicing clients effectively, enhancing team performance overall.
  • Managed complex projects from inception to completion, ensuring all deliverables were met within specified timelines.
  • Led training sessions for colleagues on various topics, sharing knowledge and expertise to elevate team performance.

Conversion Analyst

Cetera Financial Group
01.2014 - 09.2018
  • Collaborated with cross-functional teams to align digital campaigns with business objectives and improve performance metrics.
  • Collaborated with cross-functional teams to ensure seamless data migration and system integration.
  • Trained end-users on new systems post-conversion, ensuring smooth adoption and effective utilization of updated tools or platforms.
  • Completed initial data mapping activities based on existing best practices and drove custom mapping process with primary customer project partners.
  • Enhanced data accuracy by conducting thorough analysis and identifying discrepancies in conversion processes.
  • Conducted regular reviews of conversion processes, identifying opportunities for improvement and implementing best practices as needed.
  • Utilized analytics tools to monitor website traffic, user engagement, and conversion performance, ensuring data-driven decision-making.

Personal Banker

Premier Bank
05.2010 - 01.2014
  • Provided personalized financial advice to clients, enhancing customer satisfaction and retention.
  • Managed daily banking operations, ensuring compliance with policies and regulations.
  • Assisted clients in account openings, transactions, and loan applications efficiently.
  • Developed tailored financial plans aligned with client goals and risk tolerance.
  • Trained junior staff on banking procedures and customer service excellence.
  • Fostered strong relationships with clients through regular follow-ups and exceptional service delivery.

Education

High School Diploma -

Blaine HS
Blaine, MN
05-1985

Skills

  • Strong leadership capabilities
  • Skilled in troubleshooting challenges
  • Skilled in facilitating client onboarding
  • Time management mastery

Certification

  • Licensed Insurance - 2018- Current

Timeline

Sr. Client Service Assoc.

Wealth Enhancement Group
09.2018 - Current

Conversion Analyst

Cetera Financial Group
01.2014 - 09.2018

Personal Banker

Premier Bank
05.2010 - 01.2014

High School Diploma -

Blaine HS

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