Lauren Ashley
Eugene,OR
Summary
I am excited to bring my skill set to the position of Client Services Associate at Merriman Wealth Management. With expertise in client interaction, account oversight, and financial transactions management, I thrive in detail-driven settings where multitasking, proactive problem-solving, and collaborative teamwork are essential. My adeptness in navigating regulatory requirements and dedication to delivering efficient, precise service closely aligns with Merriman's expectations. I am eager to contribute to the success of your team, leveraging my industry-specific experience, robust analytical skills, and genuine enthusiasm for the financial industry to support both clients and financial advisors. I am enthusiastic about the opportunity to further develop my career while assisting Merriman in delivering exceptional wealth management solutions and ensuring client satisfaction.
Overview
9
9
years of professional experience
Work History
Receptionist/Service Writer
Smeed Communication Services
02.2024 - Current
- Manages incoming calls, including screening, directing, and taking messages.
- Conducts follow-up communications via phone or email to confirm appointments, answer inquiries, or provide additional information as requested.
- Writes and prepares service orders, detailing client needs and service requirements.
- Coordinates and oversees the scheduling for technicians.
- Collaborates closely with service technicians to provide updates, resolve client issues, and ensure cohesive service delivery.
- Processes and manages accounts payable transactions, including invoice processing, verification, and payment for vendors and service providers.
- Issues invoices to customers, recording incoming payments, and conducting follow-ups on overdue accounts to ensure timely collections.
Financial Advisor Assistant
Concord Financial Counselors
01.2017 - 01.2024
- Acted as primary client contact, managing correspondence, handling calls, and arranging appointments.
- Facilitated client onboarding and maintenance processes, gathering essential documents, setting up accounts, and ensuring seamless initiation of the client-advisor relationship, while also contributing to the ongoing nurturing of client relationships.
- Executed meticulous data entry for new account forms and annuity applications, including annuity disclosures, with high attention to detail that resulted in 95% of our business being approved without NIGOs.
- Scanned and uploaded completed forms.
- Diligently monitored and promptly followed up on submitted paperwork with multiple vendors to ensure processing had commenced without issues.
- Engaged in significant interaction with legal and compliance departments as well as third-party vendors, facilitating effective collaboration and adherence to regulatory standards.
- Processed wide range of financial transactions, including mobile deposits, withdrawals, and asset transfers.
- Designed and maintained the RMD list process in our office to ensure our clients never missed their Required Minimum Distributions.
Receptionist/Transcriptionist
Sue Colasurdo, M.D.
06.2015 - 12.2018
- Welcomed patients and facilitated their check-in process.
- Handled phone calls, recorded messages, and conveyed them to the provider, while also offering information to callers.
- Organized and updated t appointment calendar to ensure smooth scheduling.
- Followed established procedures, rules, and regulations to maintain a clean and safe reception environment.
- Accurately transcribed medical reports as interpreted by the healthcare provider.
Skills
- Office Management
- Data Entry
- Scheduling
- Administrative Support
- Attention to Detail
- Tech-Savvy
- Client Relationship Management
- Problem-Solving
- Spreadsheet tracking
- Document Management
Timeline
Receptionist/Service Writer
Smeed Communication Services
02.2024 - Current
Financial Advisor Assistant
Concord Financial Counselors
01.2017 - 01.2024
Receptionist/Transcriptionist
Sue Colasurdo, M.D.
06.2015 - 12.2018