Krista Mayhew

• Developed and implemented financial strategies to enhance organizational growth and profitability.
• Conducted comprehensive market analysis to inform investment decisions and risk management practices.
• Mentored junior staff, promoting professional development and enhancing team capabilities.
• Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
• Assisted in organizing and overseeing assignments to drive operational excellence.

• Managed client relationships, ensuring satisfaction and retention through proactive communication and support.
• Coordinated financial planning processes, providing clients with tailored solutions and accurate information.
• Analyzed client needs to deliver appropriate insurance and investment products.
• Effectively managed time-sensitive situations by multitasking and organizing workload.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Client Servicing - ACH, Wires, Journals, Trades
• New Account processing

• Led client onboarding processes, ensuring compliance with regulatory standards and internal policies.
• Managed trade settlements, coordinating with internal teams to resolve discrepancies efficiently.
• Developed and maintained strong client relationships, providing timely updates on market trends and investment opportunities.
• Client Service - ACH, Wire, Journal, Trades
• Client Onboarding - New Accounts

• Managed client onboarding processes, ensuring accurate documentation and compliance with regulatory standards.
• Developed strong client relationships through proactive communication and tailored service solutions.
• Coordinated account maintenance activities, resolving discrepancies and optimizing client satisfaction.
• Streamlined workflow procedures, enhancing team efficiency in client account management.
• Client Service - ACH, Wires, Journals, Trades
• Client Onboarding - New Accounts

Client Service - ACH, Wires, Journals, Trades

Client Onboarding - New Accounts

Client Service - ACH, Wires, Journals, Trades

Client Onboarding - New Accounts

• Managed client onboarding processes, ensuring compliance with regulatory requirements and firm policies.
• Assisted with developed customized investment strategies based on individual client goals and risk tolerance.
• Coordinated communication between clients and financial advisors to enhance service delivery.
• Monitored account performance, providing timely updates and recommendations to clients per Advisor recommendations.
• Provided exceptional administrative support to financial advisors, ensuring timely and accurate completion of all required tasks.
• Facilitated effective communication between clients and financial advisors, ensuring all parties were informed about relevant account changes or updates.
• Resolved client inquiries promptly, demonstrating superior customer service skills and dedication to client satisfaction.
• Client Servicing - ACH, Wires, Journals, Trades, New Accounts

• Provided comprehensive support to financial advisors in client account management and documentation processes.
• Assisted in onboarding new clients, ensuring seamless integration into investment platforms and services.
• Coordinated communication between clients and internal teams, facilitating timely responses to client needs.
• Client Service - ACH, Wires, Journals, Trades

• Managed client inquiries and resolved issues efficiently, enhancing overall customer satisfaction.
• Developed and maintained strong relationships with clients, fostering loyalty and trust over time.
• Provided exceptional customer service through clear communication and active listening, resolving issues quickly and professionally.
• Streamlined office operations for better efficiency, managing calendars and scheduling appointments.
• Participated in ongoing professional development opportunities such as workshops or conferences to stay abreast of industry developments while continually improving skills set.
• Provided back-up support to other team members during peak periods or absences, ensuring seamless service delivery to clients.
• Supported financial advisors with preparing documentation, contributing to the successful onboarding of new clients.
• Handled minor account issues quickly and escalated major problems immediately for assistance and resolution.
• Contributed to team success by collaborating effectively with colleagues, sharing knowledge and assisting with projects as needed.
• Followed up with customers about resolved issues to maintain high standards of customer service.