Kory Reeves
Richland,WA
Summary
Committed to delivering outstanding service aimed at enhancing customer confidence and ensuring a sense of ease.
Overview
11
11
years of professional experience
Work History
Member Connections Specialist
HAPO Community Credit Union
09.2022 - 12.2025
- Facilitated member inquiries and provided exceptional customer service to enhance satisfaction.
- Assisted in onboarding new members, ensuring accurate documentation and compliance with policies.
- Collaborated with team members to streamline communication processes and improve response times.
- Resolved member account issues efficiently while maintaining a high level of professionalism.
- Optimized existing workflows by identifying inefficiencies, implementing best practices, and streamlining processes where possible.
Annuity and Insurance Specialist
Morgan Stanley
11.2018 - 03.2019
- Analyzed insurance education requirements to ensure compliance with company policies and regulatory standards for financial advisor training.
- Coordinated communication between service associates and Financial Advisors to facilitate timely policy action in insurance system, and assist with navigation and TS.
- Developed training materials for new staff on best practices.
- Oversaw daily follow up reminders for Financial Advisors who needed information to renew license.
Client Service Associate
Morgan Stanley
09.2017 - 11.2018
- Managed client inquiries, ensuring timely and accurate responses to enhance satisfaction.
- Developed and maintained strong client relationships, fostering trust and loyalty.
- Coordinated scheduling and logistics for client meetings to optimize engagement opportunities.
- Implemented process improvements that streamlined service delivery and increased efficiency.
- Trained junior staff on best practices for client communication and service protocols.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
Service Associate
Morgan Stanley
09.2014 - 09.2017
- Assisted customers with inquiries, providing accurate product information and support.
- Processed transactions efficiently, ensuring compliance with company policies.
- Maintained neat and organized service areas to enhance customer experience.
- Collaborated with team members to resolve customer issues promptly.
Education
No Degree - Cell Biology
Columbia Basin College
Pasco, WAHigh School Diploma - General Studies
Southridge High School
Kennewick, WA06.2005
Skills
- Assisted in managing time effectively to meet deadlines Supported critical thinking processes to enhance problem-solving Maintained attention to detail in all tasks Aided in analytical thinking to improve decision-making Communicated clearly in both oral and written formats Demonstrated strong reading comprehension skills Organized data entry tasks efficiently Handled client correspondence with professionalism Operated multiple computer systems proficiently Managed multi-line telephone operations effectively Facilitated money movement while ensuring confidentiality Maintained extensive records in both file and electronic formats Showed empathy in client interactions Provided hospitality to enhance customer experience Contributed creativity to problem-solving efforts
HOBBIES
Painting, Knitting, Hiking, Baking, Reading
Timeline
Member Connections Specialist
HAPO Community Credit Union
09.2022 - 12.2025
Annuity and Insurance Specialist
Morgan Stanley
11.2018 - 03.2019
Client Service Associate
Morgan Stanley
09.2017 - 11.2018
Service Associate
Morgan Stanley
09.2014 - 09.2017
No Degree - Cell Biology
Columbia Basin College
High School Diploma - General Studies
Southridge High School