McKenna Baldy
Spring Grove,IL
Summary
Detail-oriented Client Account Specialist with extensive experience in client communication, account support, and appointment coordination. Skilled in managing documentation and assisting advisors, ensuring efficient operations in a fast-paced environment. Demonstrates strong organizational capabilities and a focus on delivering exceptional client engagement.
Overview
3
3
years of post-secondary education
8
8
years of professional experience
Work History
Client Account Specialist
MLN Wealth & Tax Planning Inc.
Grayslake, IL
01.2026 - Current
- Coordinated client calls, emails, appointment requests, and service requests, serving as a reliable point of contact. Managed workflows, prepared forms, and updated client account documentation to maintain accurate and organized records. Worked with clients to identify and update internal records and assist with outreach, referrals, and professional communications.
- Oversaw organization of client account documentation for wealth and tax planning services.
- Reviewed account forms for accuracy and completeness before processing.
- Coordinated client communication regarding planning meetings and follow-up requests.
Client Account Specialist
MLN Wealth & Tax Planning
Crystal Lake, IL
08.2025 - Current
- Detail-oriented client service and administrative professional with experience in wealth and tax planning, client communications, scheduling, document workflows, and higher-level client account management. Retained client accounts with increased responsibility for client service and account support.
- Maintained organized client account records for wealth and tax planning services
- Facilitated client intake and document collection for account setup
- Addressed client inquiries with professional guidance and support
Front House Team Member & Trainer
Chick-fil-A
McHenry, IL
08.2025 - 01.2026
- Delivered fast, accurate guest service while training new team members on service standards, procedures, food safety, and front-of-house operations to enhance overall team performance.
- Greeted guests with Chick-fil-A hospitality at the front counter and dining room.
- Processed accurate orders using point-of-sale register and payment systems, ensuring seamless transactions.
- Served food and beverages to guests with friendly, timely service, contributing to a positive dining experience.
Assistant Receptionist / Advisor
MLN Wealth & Tax Planning Inc.
Grayslake, IL
01.2024 - 06.2025
- Managed front-desk client service, emails, scheduling, and document preparation to support financial advisors. Streamlined document workflows and enhanced office organization by optimizing scheduling, client communication, and document preparation.
- Welcomed clients for wealth and tax planning at front desk
- Responded to incoming phone calls and directed inquiries to appropriate staff
- Coordinated and scheduled appointments for tax planning consultations
Driver & Cook
Antioch Pizza/McHenry
Fox Lake, IL
01.2022 - 01.2024
- Coordinated food preparation, managed customer orders and payments, and ensured food safety compliance in fast-paced environment.
- Delivered Antioch Pizza orders throughout McHenry using safe driving practices.
- Packed takeout bags accurately for customer deliveries. and beverages for accurate customer deliveries.
- Verified order details before leaving the Antioch Pizza store.
Specialist
RiverSide Chocolate Factory
McHenry, IL
01.2019 - 01.2021
- Operated production equipment, ensured product quality, packaged products efficiently, maintained a clean and safe work environment.
- Assisted with chocolate production processes at RiverSide Chocolate Factory.
- Operated production equipment, ensured product quality, packaged products efficiently, maintained clean and safe work environment.
- Supported chocolate production workflows at RiverSide Chocolate Factory.
Education
Associate of Arts - Business Administration And Management
McHenry County College
Crystal Lake, IL 08.2023 - 10.2026
High School Diploma -
Richmond - Burton Community High School
Crystal Lake, ILSkills
- Client Account Support
- Client management
- Client Service & Retention
- Client outreach
- CRM management
- Client Account Documentation
- Document Management
- Financial Services Administration
- Advisor Support
- Data Entry & Recordkeeping
- Email communication
- Microsoft Office Suite
- Google Workspace
- Digital document management
- Administrative Support
- Office Operations
- Client Referral Management
- Customer Service
- Problem Solving
- Attention to Detail
- Organization
- Time Management
- Multitasking
- Team Collaboration
- Professional Communication
- Professionalism
- Adaptability
- Quality control
Personal Information
Title: CLIENT ACCOUNT SPECIALIST
Skills
- Client Account Support
- Client management
- Client Service & Retention
- Client outreach
- CRM management
- Client Account Documentation
- Document Management
- Financial Services Administration
- Advisor Support
- Data Entry & Recordkeeping
- Email communication
- Microsoft Office Suite
- Google Workspace
- Digital document management
- Administrative Support
- Office Operations
- Client Referral Management
- Customer Service
- Problem Solving
- Attention to Detail
- Organization
- Time Management
- Multitasking
- Team Collaboration
- Professional Communication
- Professionalism
- Adaptability
- Quality control
Timeline
Client Account Specialist
MLN Wealth & Tax Planning Inc.
01.2026 - Current
Client Account Specialist
MLN Wealth & Tax Planning
08.2025 - Current
Front House Team Member & Trainer
Chick-fil-A
08.2025 - 01.2026
Assistant Receptionist / Advisor
MLN Wealth & Tax Planning Inc.
01.2024 - 06.2025
Associate of Arts - Business Administration And Management
McHenry County College
08.2023 - 10.2026
Driver & Cook
Antioch Pizza/McHenry
01.2022 - 01.2024
Specialist
RiverSide Chocolate Factory
01.2019 - 01.2021
High School Diploma -
Richmond - Burton Community High School