Kristin Broadwick
Elkhart,IN
Summary
Experienced Client Service Coordinator bringing 6 years of quality performance in customer support supervisory roles. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results. Possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and coworkers with exceptional team work and collaboration.
Overview
8
8
years of professional experience
Work History
Client Service Coordinator
Korhorn Financial Group, Inc.
04.2019 - Current
- Assisting financial advisors in serving their clients outside of meetings.
- Calendar and meeting management, internally and externally for multiple advisors and company owners.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently through phone calls and emails.
- Assisted in the development of training materials focused on improving team performance and knowledge in addressing complex client needs.
- Participated in cross-functional teams to develop strategies for enhancing overall customer experience.
Financial Planning Coordinator
Korhorn Financial Group, Inc.
10.2018 - 04.2019
- Work with Certified Financial Planners to prepare for meetings with clients, striving to develop stewardship and financial freedom to our community.
- Connect with clients outside of meetings to obtain necessary information to create recommendations and strategies to help them reach their financial, tax, and insurance needs and goals.
- Develop relationships with clients during meetings to develop trust between them and the firm.
- Prepare tax returns for clients.
Project Specialist
Site Enhancement Services
02.2017 - 10.2018
- Work with General Motors, Chrysler, Boost Mobile, and Cricket Wireless in their rebranding projects in the area of signage and graphics for their locations.
- Communicate with people all over the country, to survey new and existing locations.
- Conduct tasks in sales, accounting, data analysis, scheduling, and design type work.
- Organize and manage many people through different channels of communication.
Inventory and Asset Manager
Sietsema Farms
05.2016 - 02.2017
- Recorded data entries for livestock using the Smart Farm software.
- Create schedules for livestock feeding and movement of livestock.
- Managed accounts payable and receivables and a basic ledger.
- Connected with farm managers to receive data concerning hogs and turkeys - Secretarial work included
Education
Bachelor's Degree - Accounting and Finance
Calvin University
01.2016
Skills
- Customer Relations
- Research and Due Diligence
- Scheduling and Planning
- Exceptional Communication
- Adaptability and flexibility
- Time management expertise
Timeline
Client Service Coordinator
Korhorn Financial Group, Inc.
04.2019 - Current
Financial Planning Coordinator
Korhorn Financial Group, Inc.
10.2018 - 04.2019
Project Specialist
Site Enhancement Services
02.2017 - 10.2018
Inventory and Asset Manager
Sietsema Farms
05.2016 - 02.2017
Bachelor's Degree - Accounting and Finance
Calvin University
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