MOLLIE FOTH
ANKENY,IA
Overview
13
13
years of professional experience
Work History
Client Service Coordinator
Triangle Financial Services
08.2025 - Current
- Support the advisory team by maintaining all client personal & financial data, ensuring that the CRM and financial management systems are up-to-date and accurate in a timely fashion so that all team members have the latest client information.
- Scanned, processed and filed all paperwork, statements, confirmations, and correspondence according to standards.
- Maintains all required and appropriate logs.
- Consults with advisors to resolve errors in accounts.
- Reconcile client accounts and provide financial reports to advisors.
- Coordinated client communications to ensure timely responses and enhance satisfaction.
- Managed scheduling of appointments, optimizing team efficiency and client service delivery.
- Developed and maintained comprehensive client records using CRM software for seamless data management.
- Assisted in resolving client inquiries, fostering trust and loyalty among diverse clientele.
- Led initiatives to streamline processes, reducing turnaround times for client requests significantly.
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Developed strong relationships with clients through regular check-ins, fostering loyalty and trust.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
CLIENT ENGAGEMENT SPECIALIST
MERKLE RETIREMENT PLANNING
02.2020 - 02.2025
- Managed all phone and email communication for multiple financial advisors
- Served as the primary point of contact for 300-500 incoming leads and prospects each month
- Collaborated with internal teams such as sales and marketing
- Maintained accurate data in multiple tracking systems
- Provided timely and efficient customer service and support
- Coordinated and hosted monthly in-person dinner workshops
ADMINISTRATIVE SPECIALIST
PALMER GROUP
04.2014 - 12.2019
- Handled all front desk duties.
- Coordinated schedules for multiple recruiters.
- Maintained several calendars and conference room schedules.
- Implemented internal birthday and anniversary celebrations.
- Directed 100+ phone calls per day.
- Assisted with various projects to improve office efficiency.
- Planned numerous offsite client and candidate events.
PERSONAL BANKER/LOAN ORIGINATOR
US BANK
06.2013 - 04.2014
- Recommended loan approvals and denials based on customer loan application reviews.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Developed prospects for new loans by conducting 30 cold calls weekly.
- Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Maintained strict confidentiality of bank records and client information.
- Maintained friendly and professional customer interactions.
Timeline
Client Service Coordinator
Triangle Financial Services
08.2025 - Current
CLIENT ENGAGEMENT SPECIALIST
MERKLE RETIREMENT PLANNING
02.2020 - 02.2025
ADMINISTRATIVE SPECIALIST
PALMER GROUP
04.2014 - 12.2019
PERSONAL BANKER/LOAN ORIGINATOR
US BANK
06.2013 - 04.2014