Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monica Munoz

Auburn Hills,MI

Summary

Experienced business administrator
Bringing 20 years of experience in financial services, with a strong foundation in retirement planning, insurance advisement, and client-focused financial solutions. Skilled in managing sensitive client information, coordinating financial documentation, and supporting long-term planning goals — all highly transferable to estate planning. Known for precision, discretion, and the ability to communicate complex financial concepts clearly and compassionately.

Overview

14
14
years of professional experience

Work History

Client Service Associate

Financial Independence
09.2024 - Current
  • Serve as a primary point of contact for clients, providing high level service and support in a face-paced financial services environment.
  • Responsible for account maintenance, documentation processing, and resolving client inquires with accuracy and professionalism.
  • Collaborate with advisors and internal departments to ensure seamless client onboarding and operational efficiency.
  • maintain detailed client records and financial platforms to track interactions, ensure compliance.
  • Document management, Scan, edit, proofread before sent out to the client for final signature.
  • Handle death claims, and require to review and obtain death certificates, divorce documents.
  • Maintain advisor calendar schedules and schedule client meetings throughout the year.
  • During high volumes, deliver prompt service to prioritize customer needs.
  • Educated customers about billing, payment processing and support policies and procedures.

Orthodontic Assistant

Maddux Orthodontics
11.2021 - 08.2024
  • Prepped examination rooms, sterilized equipment and instruments and maintained appropriate tray setup.
  • Taught patients strategies for boosting oral hygiene, controlling plaque, and protecting tooth enamel from long-term damage.
  • Applied accurate and proficient computer skills to maintain billing, track and respond to phone inquiries and general office coordination.
  • Set appointments and made follow-up calls.
  • Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
  • Administrative duties include record management, health histories and scheduling.

Transtition Operations Specialist

Commonwealth Financial Network
12.2019 - 05.2021
  • Served as the primary point of contact for new onboarding financial advisors, heading onboarding and operational transitions.
  • Delivered high-level customer service by phone, email, and in-person, managing complex operational tasks including account setup, asset transfers and compliance related procedures.
  • Conducted virtual and in person training on propriety systems and best practice.
  • Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Gathered, organized and input information into digital database.

Operations Support Specialist

Commonwealth Financial Network
05.2014 - 12.2019
  • Collaborated with operations team to provide excellent customer service and foster positive work environment.
  • Created and maintained well-organized electronic and hard copy files to support business processes.
  • Complied with systems procedures, business processes, and company policies to promote workplace safety and quality.
  • Conducted regular quality reviews of business data and processes to identify discrepancies and formulate solutions.
  • Implemented and developed customer service training processes.
  • Trained new personnel regarding company operations, policies and services.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.

Operations Specialist

Independent Financial Group
08.2011 - 04.2014
  • Collected, arranged, and input information into database system.
  • opened new business and brokerage accounts, reviewed and processed incoming documents.
  • Investigated and resolved advisor inquires of regulations, fund calculations and compliance.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
  • Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
  • Developed and. delivered training for new employees, including documentation and onboarding.

Education

Bachelor of Science - Business Administration And Management

Liberty University
Lynchburg, VA
03-2024

Skills

  • Client relationships
  • Troubleshooting
  • Performance metrics analysis
  • Meeting facilitation
  • Interpersonal and written communication
  • Client rapport
  • CRM system updates
  • CRM software
  • Follow-up skills
  • Meeting deadlines
  • Outbound calling
  • Client support
  • Editing, Proofreading
  • Document creation
  • Electronic filing systems
  • Adhere to deadlines

Timeline

Client Service Associate

Financial Independence
09.2024 - Current

Orthodontic Assistant

Maddux Orthodontics
11.2021 - 08.2024

Transtition Operations Specialist

Commonwealth Financial Network
12.2019 - 05.2021

Operations Support Specialist

Commonwealth Financial Network
05.2014 - 12.2019

Operations Specialist

Independent Financial Group
08.2011 - 04.2014

Bachelor of Science - Business Administration And Management

Liberty University

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