Kimberly Williams
Fruitvale
Summary
Motivated Sales Assistant committed to providing excellent client service. Organized, detail-oriented and empathetic to clients’ needs. Skilled at helping clients find the products and services that they need. Reliable and upbeat, successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Willingness to take on added responsibilities to meet team goals. Detail oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
Work History
Client Service Associate
Apollon Wealth Management
09.2023 - 07.2025
Key Responsibilities:
- Act as the primary point of contact for client inquiries related to account maintenance, transfers, disbursements, and documentation.
- Prepare and process new account paperwork, custodial forms, and service requests across multiple custodians (e.g., Schwab, Fidelity, Pershing, LPL).
- Monitor and track account activity to ensure timely and accurate completion of client requests.
- Maintain client records in CRM systems (e.g., Salesforce, Practifi) and portfolio management platforms (e.g., Orion, Black Diamond).
- Assist advisors with pre- and post-client meeting support, including document prep, follow-ups, and action item tracking.
- Ensure compliance with firm policies, custodian requirements, and regulatory guidelines.
- Collaborate with other operational teams (billing, trading, transitions) to resolve client service issues quickly and accurately.
- Proactively identify process improvements that enhance service delivery and reduce friction in the client experience.
Sales Assistant Specialist
Steve Silver Company
01.2000 - 01.2023
- Ensures that customer accounts/orders are opened, entered, and processed within the established time frame.
- Client account maintenance
- Critical thinking/problem solving.
- Processes Express orders.
- Ensure prompt processing of client orders.
- Enter all the returns, credits, and parts orders for CPU Department.
- Complete tasks/workload for Sales Support, Expediting, Returns for all departments.
- Advocates the spirit of teamwork and personal accountability in the performance of other duties and responsibilities of team members.
- Assisted customers with prompt and courteous support in person/telephone, email/chat.
- Client service request regarding products, services, availability, and pricing.
- Coordinate, direct and oversee processes.
- Managed efficient money movement.
- Strong communication skills, problem-solving, attention to detail.
- Transportation coordinator
- Identified appropriate travel routes in accordance with applicable traffic.
- Coordinated dispatching of 2/3 drivers to accomplish daily delivery requirements.
- Maintained accurate shipments, invoices, documentation. Worked closely with personnel, customers, to resolve problems.
- Reviewed orders, production schedules, and shipping.
- Accounting Clerk
- Monitored status of accounts receivable and payable.
- Processed payments and documents such as invoices, vouchers, reimbursements, statements.
- Accounts Receivable
- Customer Service Representative
- Maintained Client satisfaction within forward thinking strategies focused on addressing client needs and resolving issues.
- Answered high volume of client calls emails timely.
- Advised and assisted clients with special requests.
- Handled customer inquiries and suggestions courteously and professionally.
- Problem solving of escalated issues.
- Processed customer service orders promptly to increase customer satisfaction.
- Investigated and resolved accounting service and delivery concerns.
- Managed timely and effective replacement of damaged or missing products.
- Bolstered customer retention by creating and offering unique solutions.
Education
High School Diploma -
Scurry-Rosser High School
01.1992
Skills
- Required Skills & Qualifications:
- Years of client service or operations experience in the financial services or RIA industry
- Strong working knowledge of investment products, account types (IRAs, Trusts, Joint, etc), and custodial platforms
- Exceptional attention to detail, organizational skills, and follow-through
- Excellent written and verbal communication skills
- Ability to prioritize and manage multiple tasks in a deadline-driven environment
- High level of integrity and discretion with confidential client information
- Proficiency with Microsoft Office Suite; experience with Salesforce, Orion, or other RIA systems is a plus
Timeline
Client Service Associate
Apollon Wealth Management
09.2023 - 07.2025
Sales Assistant Specialist
Steve Silver Company
01.2000 - 01.2023
High School Diploma -
Scurry-Rosser High School
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