Misty Fretwell
Cypress,TX
Summary
Adept at enhancing client satisfaction and streamlining operations, my tenure at U.S. Risk, LLC, and Jamba Juice showcases a blend of exceptional customer service and document management skills. Leveraging negotiation expertise and problem-solving abilities, I've significantly contributed to client retention and workplace efficiency, embodying reliability and excellent communication in every task.
Overview
18
18
years of professional experience
Work History
Broker Assistant
U.S. Risk, LLC
01.2011 - Current
- Managed documentation related to trade executions and settlements, facilitating smooth transaction processes for clients.
- Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
- Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.
- Contributed to increased client retention by consistently providing exceptional customer service and support.
- Processed and verified all new account applications and documents.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on various financial products.
- Supported brokers in closing deals, ensuring all necessary paperwork was completed accurately and timely.
- Developed strong relationships with clients through regular follow-ups and status updates on their investments.
- Collaborated with various departments within the brokerage firm to ensure seamless service delivery for clients.
- Resolved issues related to account discrepancies or disputes efficiently while maintaining excellent client relations.
- Data entry and ran reports
Receptionist
U.S. Risk, Inc.
04.2010 - 01.2011
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Responded to inquiries from callers seeking information.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
Shift Leader
Jamba Juice
Austin, TX
01.2007 - 12.2009
- Trained new employees and delegated daily tasks and responsibilities.
- Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
- Completed cash and credit card transactions accurately using POS software.
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
- Enhanced customer satisfaction through prompt and courteous service, addressing concerns immediately.
- Collaborated with other shift leaders to maintain consistent standards across all shifts, promoting a cohesive workplace culture.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Enforced company policies and regulations with employees.
Education
Some College - Accounting
Houston Community College
Houston, TXSkills
- Follow-up Coordination
- File Organization
- Data entry proficiency
- Document Management
- Contract Preparation
- Negotiation expertise
- Workplace training
- Insurance understanding
- Customer Service
- Problem-Solving
Timeline
Broker Assistant
U.S. Risk, LLC
01.2011 - Current
Receptionist
U.S. Risk, Inc.
04.2010 - 01.2011
Shift Leader
Jamba Juice
01.2007 - 12.2009
Some College - Accounting
Houston Community College