Kendra Logan
Kalamazoo,MI
Summary
Finance professional with strong background in managing client relationships and enhancing customer satisfaction. Known for effective team collaboration and adaptability to changing needs, consistently driving positive results. Proficient in client communication, problem-solving, and project management, with focus on delivering high-quality service in fast-paced environments. Reliable and outcome-focused, ensuring client expectations are consistently met or exceeded.
Overview
17
17
years of professional experience
Work History
Senior Client Associate
CWS Financial Advisors LLC
10.2019 - Current
- Facilitated client onboarding processes, ensuring seamless integration of services and resources.
- Developed tailored solutions to meet diverse client needs, enhancing overall satisfaction and retention.
- Collaborated with cross-functional teams to streamline communication and improve service delivery standards.
- Led training sessions for junior associates, fostering skill development and knowledge sharing within the team.
- Implemented strategic initiatives that optimized workflow processes, resulting in increased productivity across departments.
- Resolved complex issues for high-value clients, maintaining strong relationships and safeguarding company reputation.
Head Varsity Women’s Basketball Coach
Loy Norrix High School
09.2016 - Current
- Work and develop players through group workouts and training in the off season.
- Assist in cultivating a system of rules and regulations concerning conduct, discipline, and safety.
- Aided in the teaching of the fundamental skills and rules of the game which translates to life lessons on and off the court.
- Generated daily practice sessions and helped create daily practice plans tailored to the level of competition of opponents.
- Exhibit excellent patience, as well as leadership and people skills through daily interactions with student athletes, coaches, parents and school administration.
- Serve as a coach, role model, and friend to student-athletes.
Senior Client Service Associate
Zhang Financial
04.2017 - 10.2019
- Oversee client service associate and the financial assistant to ensure that the workload is delegated properly.
- Process all trade tickets to the trade desk for all new clients after all assets have successfully transferred over.
- Process trades due to portfolio review changes as needed quarterly.
- Set up systematic trades for monthly distributions.
- Handle any email correspondence as needed for the Client Service Manager.
- Directly respond to client emails and handle all phone calls for clients requesting administrative services.
- Complete all other tasks as described below as Client Service Associate as needed.
Client Service Associate
Zhang Financial
08.2016 - 04.2017
- Work quickly and efficiently, with minimal oversight, to accomplish assigned duties.
- Organized personal and professional calendars and supplied reminders of upcoming meetings and events.
- Implemented financial planning recommendations.
- Computed, recorded, and proofread data, records and reports.
- Communicated with customers, employees and other individuals to answer questions and explain information.
- Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
Substitute Teacher
EduStaff
01.2016 - 06.2016
- Stood in for teachers in their absence.
- Used variety of teaching techniques to encourage student to work independently and with others.
- Established and enforced rules for behavior and procedures for maintaining order among a class of 18 students.
- Served as a substitute at all levels including: elementary, middle/junior high, high school and special education.
Administrative Coordinator
TowerPinkster Titus & Associates
06.2015 - 02.2016
- Managed PTO logs for all employees.
- Maintained compliance with company and legal requirements.
- Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
- Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
- Served as central point of contact for all outside vendors needing to gain access to the building.
- Planned meetings, set up lunch and learns and prepared conference rooms.
- Dispersed incoming mail to correct recipients throughout the office.
Team Service Coordinator
Greenleaf Trust
01.2012 - 06.2015
- Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
- Designed electronic file systems and maintained electronic and paper files.
- Planned meetings and prepared conference rooms.
- Made copies, sent faxes and handled all incoming and outgoing correspondence.
- Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
- Organized files, developed spreadsheets, faxed reports and scanned documents.
- Wrote and distributed meeting minutes to appropriate individuals.
- Collaborated with other administrative team members on special projects and events.
- Investigated issues and problems and drafted responses to urgent requests.
Customer Service Representative/Associate
PNC Bank
01.2009 - 01.2012
- Responsible for serving customers in a timely manner and guaranteeing high level of customer service.
- Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning.
- Generated leads for new sales through telephone and email contact with customers.
- Worked as a team member performing cashier duties, assisting on the desk side for loans and opening up new checking/savings accounts.
- Cross-trained and provided back-up for other customer service representatives when needed.
- Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
- Excelled in exceeding daily credit card application goals.
Education
BBA - Corporate Finance
Western Michigan University
01.2010
Skills
- Reliability
- Client Support
- Time Management
- Teamwork and Collaboration
- Attention to Detail
- Problem-solving Abilities
- Multitasking Abilities
- Organizational Skills
- Effective communication
- Training and mentoring
Timeline
Senior Client Associate
CWS Financial Advisors LLC
10.2019 - Current
Senior Client Service Associate
Zhang Financial
04.2017 - 10.2019
Head Varsity Women’s Basketball Coach
Loy Norrix High School
09.2016 - Current
Client Service Associate
Zhang Financial
08.2016 - 04.2017
Substitute Teacher
EduStaff
01.2016 - 06.2016
Administrative Coordinator
TowerPinkster Titus & Associates
06.2015 - 02.2016
Team Service Coordinator
Greenleaf Trust
01.2012 - 06.2015
Customer Service Representative/Associate
PNC Bank
01.2009 - 01.2012
BBA - Corporate Finance
Western Michigan University
Similar Profiles
Nathan R. SummerfieldNathan R. Summerfield
Financial Intern at Game Plan Financial Advisors, LLCFinancial Intern at Game Plan Financial Advisors, LLC
Joseph NilesJoseph Niles
Owner / Personal Financial Consultant at Westport Financial Advisors, LLCOwner / Personal Financial Consultant at Westport Financial Advisors, LLC
Laura BetrosLaura Betros
Associate Wealth Planner at D'Arcangelo Financial Advisors LLCAssociate Wealth Planner at D'Arcangelo Financial Advisors LLC
Kyle LemkeKyle Lemke
Machine Operator & 2nd Shift Supervisor at SureWerx USAMachine Operator & 2nd Shift Supervisor at SureWerx USA
Laila JenisonLaila Jenison
Tour Guide at Western Michigan UniversityTour Guide at Western Michigan University