Mallory Masters
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
9
9
years of professional experience
Work History
Client Relationship Manager
The Retirement Advantage Inc.
05.2024 - 03.2025
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
Senior Retirement Support Specialist
Ascensus
10.2018 - 08.2023
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis
- Tracked and documented customer interactions in customer relationship management system to maintain accurate records
- Improved customer satisfaction by addressing and resolving technical issues swiftly and efficiently
- Developed training materials to educate both team members and clients on product functionality and best practices
- Optimized internal workflows to expedite incident escalations, leading to faster problem-solving efforts from specialized teams
- Managed high-priority tickets with professionalism, ensuring timely resolutions while maintaining excellent rapport with clients
- Mentored new hires on the duties of our job role
- Got promoted to a Senior of the team in October 2017
- Developed professional workflows to assist the whole company and clients of the company
- Answered emails for clients and assisting the whole company
Retirement Service Consultant
Ascensus
08.2023 - 04.2024
- Provided information about service procedures and expected timelines
- Ensured compliance with all company policies, procedures, and regulatory guidelines when assisting clients with their financial plans
- Utilized effective communication skills to explain complex financial concepts in a clear, concise manner that resonated with diverse audiences
- Collaborated with other financial professionals to provide clients with comprehensive support in all aspects of their financial planning needs
- Assisted clients in achieving financial security through personalized retirement plans and investment strategies
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process
- Played an instrumental role in driving organizational growth by securing high-value accounts through strategic networking efforts
- Streamlined service processes for increased efficiency and improved customer experience
- Developed strong relationships with clients, leading to increased loyalty and repeat business
- Discussed options with clients and determined appropriate plans
- Addressed client concerns proactively, resolving issues promptly and effectively maintaining a high level of customer satisfaction
- Answered phone calls and emails for our clients
Diamond Consultant
Riddle's Jewelry
04.2018 - 10.2018
- Worked with customers on a personal and professional level to help them purchase the perfect gift of precious diamonds and or other jewelry and accessories
- Developed and maintained professional customer service
- Worked with multiple vendors to ensure timely delivery of diamonds and other fine jewelry
- Educated customers of fine details of diamonds, gemstones, gold, sterling silver, tungsten, and platinum
- Successfully sold jewelry and other accessories to new and walk-in customers
- Performed minor repairs and maintenance of fine jewelry
- Designed window displays
- Competent in working in a fast-paced environment
- Offered third key holder position, accepted for December 2018.
Teller
Mid Minnesota Federal Credit Union
05.2017 - 04.2018
- Accurately and efficiently completed all transactions for members including deposits, withdrawals, loan payments, credit card payments, etc
- Informed and educated our members/nonmembers about products/services
- Answered questions for our members in person or over phone regarding questions or concerns they had regarding transactions
- Provided accurate customer service in a professional manner
- Understood the process of our banking procedures and policies
- Balanced teller drawer with zero shortages or overages
- Built rapport with all members/non members, displaying friendly, attentive service in all interactions.
Assisted Living
Good Samaritan Society - Woodland
10.2016 - 05.2017
- Maintained accurate records of patient care, conditions of the patients, and progress and concerns of patients
- Tested and recorded blood glucose levels
- Monitored a clean, healthy, and safe environment in the clients' apartments
- Cared for patients with diabetes, Parkinson's disease, and many other diseases
- Performed direct patient care while aiming at increasing comfort, psychosocial and spiritual well-being by providing assistance with personal hygiene, physical comfort, nutrition, elimination, prevention of skin breakdowns, and rehabilitation and safety.
Teller
First National Bank - North
11.2015 - 10.2016
- Efficiently prepared customer and ATM cash
- Organized, stocked and maintained the teller window area
- Handled various accounting transactions
- Collected loan payments
- Sold Cashier's Checks and money orders
- Executed wire transfers, stop payments, and account transfers
- Processed exchange and foreign currency
- Answered telephone inquiries on banking products including checking, savings, loans, and lines of credit
- Maintained a high level of confidentiality in all of my daily transactions.
Education
Nursing
Central Lakes College
Staples & Brainerd, MN01.2016
High School Diploma -
Pequot Lakes High School
Pequot Lakes, MN01.2014
Skills
- Client Relationship Building
- Schedule Management
- Staff education and training
- Strong Work Ethic
- Time Management
- Verbal and written communication
- Complex Problem-Solving
- Attention to Detail
- Listening Skills
- Multitasking and Organization
- Excellent Communication
Languages
English
Timeline
Client Relationship Manager
The Retirement Advantage Inc.
05.2024 - 03.2025
Retirement Service Consultant
Ascensus
08.2023 - 04.2024
Senior Retirement Support Specialist
Ascensus
10.2018 - 08.2023
Diamond Consultant
Riddle's Jewelry
04.2018 - 10.2018
Teller
Mid Minnesota Federal Credit Union
05.2017 - 04.2018
Assisted Living
Good Samaritan Society - Woodland
10.2016 - 05.2017
Teller
First National Bank - North
11.2015 - 10.2016
High School Diploma -
Pequot Lakes High School
Nursing
Central Lakes College
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