Michelle Bieber
Waukee,IA
Summary
Results driven Administrative Management professional, with 15 years experience in the Financial Planning industry and 6 years in Retail Management. Dedicated leader skilled in fostering strong client relationships, administrative support, training, and managing teams. Adept at working under pressure with expertise in process improvement and customer service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Store Manager
Bath and Body Works, Limited Brands
Des Moines, IA
01.2020 - Current
- Managed all daily functions of retail operations, including visual merchandising, sales reporting, and staff scheduling.
- Led a team of 20 to 40 associates by defining workflow, providing coaching to improve sales performance, and building a high-performance work culture, leading to conversion growth for the last 10 months.
- Provided support to the store manager throughout the hiring process, including screening applicants, conducting interviews, and coordinating onboarding activities.
- Trained and mentored associates for advancement into leadership roles, with multiple associates promoted during my tenure.
Client Relationship Manager
Ameriprise Financial
Clive, IA
06.2014 - 08.2018
- Provided excellent customer service to high-net-worth clients, addressing inquiries and resolving complex investment-related issues.
- Maintained CRM databases while ensuring compliance and confidentiality of account records.
- Collaborated with internal teams to develop and implement client-focused solutions, resulting in improved operational efficiency. Created prospect management spreadsheet, tracking initial outreach through first 2 years with the company, increasing new client transfers.
- Organized promotional events to introduce new products or services to existing clients, leading to increased client retention and new client referrals.
Loan Document Specialist
Wells Fargo
Des Moines, IA
08.2011 - 07.2013
- Audited complex VA/FHA refinance loan documents to determine creditworthiness and risk analysis.
- Provided quality control assurance for all loan document packages to ensure compliance with strictly defined regulations.
- Advanced to LSS Support team within the Purchase Clearing department. This team provided support to other team members and worked directly with underwriters or credit managers in order to gather missing documentation.
Registered Administrative Assistant
Iowa Wealth Management
Des Moines, IA
07.2010 - 05.2011
- Provided professional support to multiple Senior Financial Planners by managing client communications, scheduling appointments, and preparing financial documents, including meeting presentations and account paperwork.
- Provided exceptional customer service, responding to account inquiries and resolving any issues in a timely manner.
- Facilitated the set up and organization of a new office and brokerage firm. Managed the transfer of all client accounts, arranged supply and equipment vendor contracts, and updated the new CRM database.
Education
Bachelor of Arts - Human Services
Grand View College
Des Moines, IASkills
- Adaptability
- Critical Thinking and Problem Solving
- CRM Software
- Client Retention
- Account Management
- Customer Service
- Leadership
- Employee Development and Coaching
- Hiring and Training
- Sales Reporting and Business Analysis
- Schedule Management
Certification
- FINRA Series 7 & 66 License (2007-2012)
- Iowa Life Insurance License (2009-2012)
Timeline
Assistant Store Manager
Bath and Body Works, Limited Brands
01.2020 - Current
Client Relationship Manager
Ameriprise Financial
06.2014 - 08.2018
Loan Document Specialist
Wells Fargo
08.2011 - 07.2013
Registered Administrative Assistant
Iowa Wealth Management
07.2010 - 05.2011
Bachelor of Arts - Human Services
Grand View College
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