Mckinzie Myers
Milwaukee,WI
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personalized Managed Accounts Service Associate
Russell Investments
11.2024 - Current
- Plays a crucial role in maintaining the relationship between Russell Investments, various financial sponsors, and our partnering platform providers regarding the Personalized Managed Accounts (PMA) product
- Troubleshooting issues between Financial Advisors and their clients, and the trading team
- Closely partner with the Portfolio Managers and trading team to allow seamless onboarding and account maintenance for clients opening PMA accounts and those with already existing accounts
- Onboarded and maintains over 500 accounts totaling over $1 billion in gross cash flow
Sales Enablement Specialist
Russell Investments
03.2023 - 11.2024
- Worked to create continuous product and sales process training programs for global GTM teams, aligning them with the company's primary growth initiatives
- Pinpoint and evaluate essential sales processes, developing training programs to enhance these capabilities
- Coordinate on-site sales training, set agendas, and define action items for Canadian Retail, US Retail, and North America's Institutional teams
- Supervise internal communications by providing weekly sales letters for both retail and institutional sectors, featuring sales engagement concepts enriched with content, data-driven insights, social interaction, and policy reminders
- Implement a systematic Seismic Content Organization framework, aligning pages with strategic goals to ensure easy access for the sales team and streamline the retrieval of pertinent content to share their objectives
- Oversee the maintenance of global SharePoint sites, promoting collaboration and knowledge exchange across diverse sectors such as Private Markets, Responsible Investing, CPS, and NA Retail
- Implemented innovative strategies to increase efficiencies across business units
Administrative Assistant
Russell Investments
04.2022 - 05.2023
- Delivered proactive quality service, ensured all customer and partner interactions are of the highest quality and service levels, and administered projects requiring problem-solving skills, including managing and tracking output
- Provided support to executives, stakeholders, and teams to ensure business is conducted in an organized and efficient manner, collaborated across business units globally to find efficiencies and create consistent procedures, and promoted strategic and responsible stewardship of our resources
- Built and maintained a positive working relationships, breaking down silos, and builds cross-functional relationships
Education
Bachelor of Arts (B.A.) - Communication
Boise State University
Boise, IDSkills
- Microsoft SharePoint Organization & Creation
- Microsoft Dynamics 360 / CRM
- Seismic
- Microsoft Software Proficiency
- Attention to Detail
- Idea Development and Brainstorming
- Customer support
Certification
Certificate of Proficiency in American Sign Language
Awards
- Humble Helping Hand Award, 01/01/23
- Dean's List High Honors, 08/01/20 - 05/31/21
Timeline
Personalized Managed Accounts Service Associate
Russell Investments
11.2024 - Current
Sales Enablement Specialist
Russell Investments
03.2023 - 11.2024
Administrative Assistant
Russell Investments
04.2022 - 05.2023
Bachelor of Arts (B.A.) - Communication
Boise State University
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