Madison Whitmire
Houston,TX
Summary
I can summarize my work in one word: Serving. Whether it be serving clients or serving financial planners in my current role, the most rewarding work I have ever known is helping them live a purpose filled life.
Overview
4
4
years of professional experience
Work History
Senior Client Service Specialist
Cedarwood Financial Partners
12.2022 - Current
- Main point of contact for a portfolio of over 300 clients high value clients and $50 million in assets.
- Developed point of contact regimen to ensure clients are serviced, happy, and remain a customer.
- Maintained full customer retention rate by fostering empathetic and deep client relationships.
- Developed SOP handbook to enhance team alignment on service expectations.
- Promptly identifying and addressing inquiries and issues, ensuring a seamless customer experience.
- Collaborate with outsourced team to generate and schedule marketing content for social media, website, and client facing documents.
Branch Office Administrator
Edward Jones
08.2022 - 12.2022
- Delivering exceptional personalized service to ensure clients feel understood and informed.
- Driving marketing events and activities to show appreciation to current clients and pursue prospective clients.
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Ensured compliance with company regulations by conducting regular audits of internal documents and records.
Administrative Assistant
The Woodlands Montessori
02.2021 - 08.2022
- Maintain relationships and communication by being point of contact for the current clients.
- Provide overview and benefits of programs to new clientele.
- Prepare and manage school events, field trips, and vendors.
- Perform administrative duties such as develop curriculum plans, staff schedule, provide data, and communicate with senior leadership.
- Oversight of student misbehavior and safety of classroom environment.
Education
Bachelor of Science - Sociology
Arizona State University
Tempe, Arizona05-2020
Skills
- Client relationship building
- Problem-solving skills
- Customer service
- Active listening
- Adaptability and flexibility
- Relationship management
- Data interpretation
- Relationship building
Timeline
Senior Client Service Specialist
Cedarwood Financial Partners
12.2022 - Current
Branch Office Administrator
Edward Jones
08.2022 - 12.2022
Administrative Assistant
The Woodlands Montessori
02.2021 - 08.2022
Bachelor of Science - Sociology
Arizona State University
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