Summary
Overview
Work History
Education
Skills
Timeline
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Linda Niese

Summary

To seek and maintain a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

34
34
years of professional experience

Work History

Registered Client Service Associate

Stifel, Nicolaus & Company, Inc.
06.1988 - 09.2018
  • Placed client trade orders directly on the New York Stock Exchange.
  • Processed transactions accurately while maintaining a high level of customer service.
  • Increased sales by building strong client relationships and providing excellent service.
  • Managed client files and ensured all files and office procedures were in compliance with company rules and regulations. I was responsible for the yearly compliance audit and then implementing new compliance procedures.
  • Assisted clients with prompt and polite support in-person and via telephone.
  • Remained calm and poised in a high-stress, dynamic environment to promote service to clients and staff.
  • Collaborated with coworkers to achieve a cohesive and efficient office environment.
  • Participated in ongoing training to stay updated on current products and industry trends.
  • Trained new hires on company policies and procedures and helped them feel comfortable in their new position.
  • Ordered all office supplies and equipment, arranged client meetings, sales meetings and office luncheons.
  • Maintained a high level of accuracy in processing financial transactions, reducing errors and ensuring timely completion.
  • Supported financial advisors with preparing documentation, contributing to the successful onboarding of new clients.

Office Manager

Crisp-Coon Funeral Home
08.1986 - 06.1988
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Ordered office supplies and miscellaneous funeral home inventory.
  • Worked closely with the local newspapers for obituaries and announcements.
  • Greeted all visitors and callers to the funeral home.


Server

Christy's Sundown Restaurant
06.1984 - 08.1986
  • Improved dining experience by providing prompt, attentive service to guests.
  • Kept up with the fast-paced environment, ensuring timely delivery of orders during peak hours.
  • Increased sales by suggesting additional items like desserts and drinks based on customers' orders.

Education

Associate of Arts - Legal/Medical Administrative Assistance

Tampa College
Lakeland, FL
06.1988

High School Diploma -

Columbus Grove High School
Columbus Grove, OH
06.1984

High School Diploma -

Apollo Joint Vocational School
Lima, OH
06.1984

Skills

  • Time Management
  • Empathy and patience
  • Team Collaboration
  • Organizational proficiency
  • Basic computer skills
  • Data Entry
  • Regulatory Compliance Awareness
  • Professionalism and Discretion
  • Telephone Etiquette

Timeline

Registered Client Service Associate

Stifel, Nicolaus & Company, Inc.
06.1988 - 09.2018

Office Manager

Crisp-Coon Funeral Home
08.1986 - 06.1988

Server

Christy's Sundown Restaurant
06.1984 - 08.1986

Associate of Arts - Legal/Medical Administrative Assistance

Tampa College

High School Diploma -

Columbus Grove High School

High School Diploma -

Apollo Joint Vocational School

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Linda Niese