Open To Work
LuAnn Edwards
Work Preference
Summary
Client relations specialist with extensive experience in investment services, recognized for excellence in issue resolution and relationship management. Improved client satisfaction through strategic communication and meticulous documentation, leading to enhanced retention rates. Proficient in CRM software, dedicated to fostering positive client experiences and driving loyalty.
Overview
22
22
years of professional experience
Work History
Client Relations Specialist
Lancaster & P1 Financial Services
Germantown, TN
09.2022 - Current
- Coordinated client meetings by preparing necessary documentation and materials in advance.
- Resolved client issues swiftly, contributing to high satisfaction levels and improved retention rates.
- Maintained accurate records of client interactions using CRM software for tracking.
- Facilitated onboarding processes for new clients, enhancing their service experience.
- Processed transactions accurately through electronic banking systems.
Client Support Specialist
Liveops, Inc.
12.2021 - 08.2022
- Resolved client inquiries regarding TurboTax and Nordstrom services, ensuring clear communication and prompt assistance.
- Resolved software data entry and filing issues through daily phone interactions.
- Streamlined inter-departmental communication through Salesforce, improving response times and overall customer support experience.
- Evaluated technical problems using troubleshooting resources via Glance and Salesforce, identifying effective solutions for clients.
Administrative Office Manager
Buffalo First Wealth Management
03.2018 - 04.2019
- Coordinated schedules and meetings for executive team members, ensuring optimal time management and efficient use of resources.
- Streamlined daily office operations to enhance workflow efficiency.
- Assisted in preparation of financial documents and client presentations to support decision-making.
- Provided proactive correspondence management for registered investment advisors to strengthen client relations.
- Maintained high client satisfaction and retention through regular review appointments and systematic feedback collection.
Assistant Preschool Teacher
Pendleton United Methodist Church
09.2016 - 04.2018
- Fostered positive relationships with children, enhancing their social and emotional development.
- Encouraged cooperative play among students, promoting teamwork and social skills through positive reinforcement.
- Supported individual learning needs by adapting activities for diverse learners.
- Assisted lead teacher in planning daily lesson activities for preschool children.
- Communicated regularly with parents about children's progress and classroom events, strengthening home-school connections.
- Collaborated with staff members to ensure adherence to safety protocols at all times.
Stay at Home Parent
The Edwards Corporation
09.2004 - 08.2016
- Created educational activities that fostered children's learning and development; all 3 maintained A averages with 2 graduating Summa Cum laude.
- Supported children's emotional development by promoting understanding and positive self-concepts.
- Implemented organized routines for effective time management.
- Oversaw daily household operations and schedules to meet family needs.
- Managed and coordinated multiple projects while maintaining budgets and financial documentation.
- Assisted with community events to support children's activities. and organized participation in children's extracurricular activities.
Education
Business Administration
Western Kentucky University
Bowling Green, KY05-1987
Skills
- CRM software proficiency
- Financial product knowledge
- Transaction processing
- Document preparation
- Issue resolution
- Client satisfaction
- Relationship management
- Effective communication
- Critical thinking
References
- Available upon request
Timeline
Client Relations Specialist
Lancaster & P1 Financial Services
09.2022 - Current
Client Support Specialist
Liveops, Inc.
12.2021 - 08.2022
Administrative Office Manager
Buffalo First Wealth Management
03.2018 - 04.2019
Assistant Preschool Teacher
Pendleton United Methodist Church
09.2016 - 04.2018
Stay at Home Parent
The Edwards Corporation
09.2004 - 08.2016
Business Administration
Western Kentucky University