Michelle Bucher
Tampa
Overview
6
6
years of professional experience
Work History
Client Services Associate
Stephen Ng Financial Group
09.2024 - Current
- Serve as primary point of contact for high-net worth clients, addressing inquiries and providing account information
- Support financial advisors by preparing client reports, account documentations, investment proposals, and meeting materials
- Proactively support business development efforts, helping to win new clients and contributing to over $1M in AUM growth through referral cultivation, client engagement, and seamless onboarding
- Process account transaction such as money movements, transfers, trade requests, and account maintenance with a focus on risk mitigation and compliance
- Maintain CRM and client records with notes, documentations and communication logs to ensure data integrity
- Assist on marketing, operations, and collaborate with investment teams to streamline service workflows and ensure exceptional client experience
Senior Program Associate
Chemonics International Inc
09.2022 - 08.2024
- Provide program management support on two US Agency for International Development projects in Bosnia & Herzegovina focused on economic growth & trade and in Kyrgyz Republic focused on agriculture sector development with a total contract value of $26 million USD.
- Liaise directly with relevant support departments, human resources and compliance, to ensure project compliance with rules, regulations, and corporate policy
- Conduct financial budget forecasts and reporting, including financial trackers for local and international subcontractors, strategic partners, and stakeholders.
- Manage procurement tasks related to negotiation on purchase order requests and subcontractor agreements
- Participate in new business proposals development, including recruitment on technical key personnel
- Coordinate recruitment and onboarding of international short-term consultants, including travel and field office assignment logistics
- Train new employees on company policies and procedures, resulting in improved performance and customer satisfaction
Program Assistant
Jefferson Consulting Group
11.2021 - 09.2022
- Provided operational support to the Operations Director and Project Director on 4 US Agency for International Development projects
- Researched acquisition and assistance regulations and USAID policies to support contract and grant administration actions
- Developed effective business relationships by working directly with the procurement department in processing and reconciling invoices and quarterly billings
- Coordinated and facilitated security clearances for staff members and international short-term consultants
- Maintained budget trackers and forecasts to ensure accuracy and compliance with organizational goals
- Organized meetings and conferences including travel arrangements, hotel bookings, and catering services
Junior Contract Specialist
Stafford Consulting Group
11.2020 - 11.2021
- Supported General Services Administration client on $1 Billion USD Task Order on Virtual, Interactive, and Multimedia, System Engineering services on 5-year cost-plus-fixed-fee contract
- Conducted all facets of contract manage delivery (drafting, organizing, maintaining, etc.).
- Assisted in preparing pre-award and award documentation for acquisitions, with an emphasis on service contracting
- Administered technical contracts from award through through point of close-out or termination
- Provided contract management support to Senior Contracting Officer on findings relative to third party contractor's compliance with applicable US federal and state regulations
Customer Services Representative
Association of Certified Anti-Money Laundering Specialists
06.2019 - 09.2020
- Reported to the regional Operations Manager while completing operational tasks providing excellent service delivery to internal external clients and stakeholders
- Managed and resolved all customer, sales and partnerships cases (call or email) within defined KPI's (SLA, Quality and Customer Satisfaction)
- Identified and resolved system procedures to create more efficient workflow, and overall business growth
- Developed sales opportunities by researching and identifying potential accounts in the assigned territory
Education
Bachelor - International Relations and Affairs, Minor in Business Administration
Florida International University
01.2018
Skills
- Excellent written and verbal communication skills with ability to effectively engage diverse stakeholders
- Strong track record of successful project implementation, coordination, and management
- Collaborative team player with ability to work independently and lead teams to achieve company objectives
LANGUAGE
Languages: English(native), Spanish (Fluent), German (Intermediate)
Timeline
Client Services Associate
Stephen Ng Financial Group
09.2024 - Current
Senior Program Associate
Chemonics International Inc
09.2022 - 08.2024
Program Assistant
Jefferson Consulting Group
11.2021 - 09.2022
Junior Contract Specialist
Stafford Consulting Group
11.2020 - 11.2021
Customer Services Representative
Association of Certified Anti-Money Laundering Specialists
06.2019 - 09.2020
Bachelor - International Relations and Affairs, Minor in Business Administration
Florida International University
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