Molly Halpin
Marcum Wealth
Cuyahoga Falls,OH
10
years of professional experience
Billing Manager at Marcum Wealth with expertise in accounts receivable management and process improvements. Achieved significant efficiency gains by implementing new software, while fostering a collaborative team environment. Skilled in audit support and personnel oversight, I excel in driving compliance and enhancing client satisfaction through meticulous attention to detail. Also, I have demonstrated a willingness and ability to quickly take on new responsibilities and acquire new skills in mission critical areas of the business.
Work History
Sr Client Service Associate
1 Year 3 Months- Managed complex client inquiries, providing timely resolutions and reinforcing client relationships.
- Led client onboarding processes, ensuring seamless transitions and high satisfaction levels.
- Utilized CRM systems to track interactions, ensuring accurate documentation and follow-up actions.
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Mentored junior associates in best practices for servicing clients effectively, enhancing team performance overall.
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Led training sessions for colleagues on various topics, sharing knowledge and expertise to elevate team performance.
Billing Manager
5 Years 1 Month- Managed quarterly billing process for over 3000 households, completing billings and returns to meet company revenue recognition policies.
- Resolved billing problems by researching issues and implementing effective solutions, enhancing customer satisfaction.
- Reduced errors and discrepancies in invoicing by closely monitoring billing data and conducting regular audits.
- Reviewed billing problems, researched issues, and resolved concerns.
- Collaborated with cross-functional teams to resolve billing-related issues swiftly, minimizing negative impacts on overall operations.
- Trained and mentored staff on procedures, compliance requirements, and collections techniques.
- Fostered open communication among team members, facilitating collaboration and developing problem-solving skills.
- Created a transparent work environment that fostered open communication between team members, promoting collaboration and problem-solving skills development.
- Created training materials for new hires, accelerating acclimation to company procedures and software systems.
Compliance Responsibilities
5 Years 2 Months- Updated knowledge of regulatory changes, advising management on potential impacts to company operations.
- Reduced potential legal exposure by identifying areas of non-compliance and recommending corrective actions.
- Conducted thorough investigations into potential violations, ensuring appropriate documentation and follow-up measures were implemented.
- Facilitated training on relevant laws, regulations, and company policies to foster a culture of ethical conduct.
- Supported the development of a robust compliance program through regular monitoring and auditing activities.
- Monitored employee trading activity for adherence to internal policies and external regulations, minimizing conflicts of interest.
- Performed due diligence on third-party vendors to mitigate potential risks associated with outsourcing activities.
- Executed periodic compliance audits and reviews to identify and recommend areas for improvement.
- Maintained composure in stressful situations, confrontations, interviews and records searches.
Transition Responsibilities
10 Years 4 Months- Mentored colleagues on best practices for managing transitions, fostering continuous learning and development culture.
- Collaborated with cross-functional teams to facilitate smooth transitions while minimizing disruptions to existing operations.
- Assessed risks associated with each individual project, allowing proactive planning measures for potential challenges within client transitions.
- Evaluated progress throughout the transition process, making necessary adjustments to ensure successful outcomes.
- Conducted post-transition evaluations to measure overall success rates, using findings to refine future strategies and approaches.
- Evaluated progress during the transition process, adjusting strategies to ensure successful outcomes.
- Prepared reports on completed transitions, outlining results and identifying opportunities for improvement.
Client Service Associate
5 Years 2 Months- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely transaction processing, enhancing accuracy and elevating client satisfaction.
- Maintained accurate client records for efficient account activity tracking and tailored service delivery.
- Increased team efficiency by developing streamlined processes for client communication and account management.
- Contributed to marketing materials development to effectively promote products and services among existing and prospective clients.
Education
Bachelor of Arts - Communications
- magna cum laude graduate
- Member, Upsilon Chapter of Lambda Pi Eta (LPH) is the honor society of the National Communication Association.
- Member, NSLS/Sigma Alpha Pi, Kent State Chapter
Skills
Client onboarding expertise
Client billing management
CRM software experience
Compliance auditing
Project management
Process improvements
Team performance management
Staff training and development
Effective problem solving
Customer service
Teamwork and collaboration
Leadership skills
Willing to learn
Timeline
Sr Client Service Associate
Wealth Enhancement Group
05.2025 - CurrentRead More
Billing Manager
Marcum Wealth
06.2021 - 07.2026Read More
Compliance Responsibilities
Marcum Wealth
06.2021 - CurrentRead More
Transition Responsibilities
Marcum Wealth
04.2016 - CurrentRead More
Client Service Associate
Marcum Wealth
04.2016 - 06.2021Read More
Kent State University
Bachelor of Arts from Communications
Read More