KIMBERLY KELLY
Summary
Client-focused associate offering fifteen years of experience supporting financial advisors to deliver superior service. Expertise in providing client support, maintaining files and records and preparing quantitative, comparative performance evaluations. Committed to collaborating with associates and management to achieve business objectives.
Overview
31
31
years of professional experience
Work History
Client Service Associate
LAUREL OAK WEALTH MANAGEMENT GROUP / AMERIPRISE FINANCIAL
Princeton, NJ
10.2008 - 08.2022
- For this multi-state wealth management practice, was point of contact for 200+ clients
- Responding to inquiries and requests for account related issues
- Created, produced, and maintained reports, databases, and record keeping for the purpose of growing client relationships
- Additional responsibilites included:
- Prepared advisors for meeting with appropriate forms, reports, data and research
- Performed portfolio administration with regard to client data, contributions and withdrawals
- Educated clients on account services and online capabilities
- Coordinated the transfer of assets from 3rd party vendors and plan sponsor rollovers
- Maintained Advisor websites, social media and marketing strategies and coordinated client seminars/events
- Assisted franchisee owners with mergers and acquisitions
Senior Specialist
MERRILL LYNCH
Pennington, NJ
11.2000 - 09.2008
- A team member of The Retirement Services Group, responsibilities included supporting national sales efforts by collaborating with technology, legal and marketing partners to ensure platform initiatives were in line with institutional communication strategies and tailored as needed for 401k Advice product
- Additional responsibilities included:
- Prepared custom sales presentations
- Coordinated virtual training classes related to platform enhancements for internal call centers, client relationship managers and financial advisors
- Customized and maintained metric reports to create a narrative on data driven trends for upper management
- Gathered client feedback and shared insights for future online enhancements
Commerical Loan Assistant
SOVERIEGN BANK
Princeton, NJ
02.1998 - 11.2000
- Coordinated and reviewed loan documentation and prepared loan closing packages
- Researched and created reports on variances in loan and deposit portfolios using internal systems
- Trained employees on proprietary software
- Managed payroll reports and inventory for region
Administrative Assistant
KELLY & MASSAD
New York, NY
05.1990 - 10.1996
- Managed accounts receivable and payable and implemented staff benefits
- Trained clients' finance departments on MAS90 accounting program
- Produced corporate financial statements
Education
High School Diploma -
West Windsor-Plainsboro High School South
West Windsor, NJSkills
- Microsoft Office Outlook, Word, Excel, PowerPoint, Teams, Webex, Salesforce, CRM
- Corporate processes and procedures
Timeline
Client Service Associate
LAUREL OAK WEALTH MANAGEMENT GROUP / AMERIPRISE FINANCIAL
10.2008 - 08.2022
Senior Specialist
MERRILL LYNCH
11.2000 - 09.2008
Commerical Loan Assistant
SOVERIEGN BANK
02.1998 - 11.2000
Administrative Assistant
KELLY & MASSAD
05.1990 - 10.1996
High School Diploma -
West Windsor-Plainsboro High School South