Leah Johnson
Saratoga Springs,UT
Summary
Senior Service Associate with 17 years work experience maintaining the utmost confidentially of client information, preparing documents, money transactions and organizing Advisor needs. Looking to leverage my knowledge and skills in a new role.
Overview
17
17
years of professional experience
Work History
Participant Relationship Manager (PRM)
Morgan Stanley
South Jordan, UT
06.2023 - Current
- Assisted with customer requests and answered questions to improve satisfaction.
- Understood and followed oral and written directions.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Maintained updated knowledge through continuing education and advanced training.
Senior Client Service Associate
Morgan Stanley
Irvine, CA
01.2007 - 06.2023
- Prepare invoices, reports, memos, letters, financial statements, and other documents using word processing, spreadsheets, database, or presentation software.
- Responsible for analyzing and evaluating the effectiveness of program operations. Research, assemble and summarize a wide variety of material pertaining to office function.
- File and retrieve corporate documents, records and reports. Provide assistance and prepare a variety of recurring and special reports.
- Open, sort and distribute incoming correspondence, including faxes and email.
- Answer incoming client calls and handling requests in a timely manner.
- Provide clerical support to other departments. Complete all administrative duties and coordinate work with others. Work to resolve most conflicts that arise and interpret policies in terms of established projects.
- Manage expense reports for Advisors
- Handles requests for checks and fund transfer services
- Handling the onboarding of new recruits. Advise office personnel on requirements of documents and formats.
- Develop and maintain client relationships by arranging appointments with time and location of meetings as per instructions from supervisor.
Skills
- Accuracy and attention to detail
- Time management
- Strong work ethic
- Adaptability
- Knowledge of Excel and Microsoft Word
- Problem solving
- Organization and prioritization
- Friendly, Positive Attitude
References
References available upon request.
Timeline
Participant Relationship Manager (PRM)
Morgan Stanley
06.2023 - Current
Senior Client Service Associate
Morgan Stanley
01.2007 - 06.2023