Myrna Loomis
Client Service Manager
New Orleans,LA
Summary
Customer service management professional experienced with inbound and outbound customer service and collections. Team player with exceptional listening and critical thinking skills. Personable personality that helps avoid call escalations. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
Work History
Client Service Manager
Holos Integrated Wealth
3 2023 - 09.2024
- Successfully implemented and improved efficiency with new technology
- Transitioned team and clients to new platforms seamlessly
- Maintained team's schedules, expenses, and acted as team leader for collaborative meetings
- Demonstrated strong adaptability and problem-solving skills in a hybrid work environment.
Client Service Associate
Morgan Stanley Smith Barney
10.2006 - 02.2011
- Responsible for day-to-day operational tasks, including processing new clients, money transactions, maintaining client files, and providing exceptional customer service
- Reviewed daily reports for investment opportunities and potential risks
- Assisted co-workers and management as a liaison with clients
- Maintained team's schedules, expenses, and acted as a team facilitator for collaborative meetings
- Proficient in using various communication and collaboration tools, including [list of tools].
Marketing/Sales Associate
Xerox Business Services
04.2006 - 10.2006
- Responsible for bringing new business through leads and maintaining existing business
- Helped communicate to the New Orleans business community that Xerox is open and presented to businesses the services Xerox offers
- Researched existing sales to increase print volume
- Managed the print shop by providing a production schedule and assigning each employee responsibilities
- Acted as a liaison between existing customers and potential customers
- Demonstrated excellent time management and self-discipline while working independently.
Marketing/Sales Associate/Trade Show Coordinator
Ariel Premium Supply Inc.
03.2003 - 11.2005
- Marketed and sold promotional products for the #1 supplier of stress relievers in the USA
- Responsible for new product development, research sales of existing products, and research of potential products
- Organized trade show hotels, flights for all attendants, labor, and electricity
- Coordinated shipping of booth materials and products to be presented
- Responsible for creating and maintaining an expense report of all show expenses to budget for future shows
- Managed new product development by coordinating product design
- Achievements: Promoted after 9 months to the Marketing/Sales Department
- Ranked #1 sales person for closing on business leads collected from trade shows
- Developed/managed the design of 15 new products
- Demonstrated strong organizational and communication skills while working at different onsite locations.
Education
Bachelor of Science - Business & Computer Information Services (CIS)
Spring Hill College
Mobile, AL 05.2001 - 05.2003
Skills
Customer Relationship Management Software (CRM)
Achievements/Interest
- Spring Hill Soccer Team and Assistant Swim Coach (1998-2003)
- Corporate Fundraising for March of Dimes & Good Shepherd School (2006-Present)
- Fundraising for New Orleans Jazz/Children's Hospital Half Marathon (2009)
- Completed the New Orleans Ironman (2009 & 2010)
Timeline
Client Service Associate
Morgan Stanley Smith Barney
10.2006 - 02.2011
Marketing/Sales Associate
Xerox Business Services
04.2006 - 10.2006
Marketing/Sales Associate/Trade Show Coordinator
Ariel Premium Supply Inc.
03.2003 - 11.2005
Bachelor of Science - Business & Computer Information Services (CIS)
Spring Hill College
05.2001 - 05.2003
Client Service Manager
Holos Integrated Wealth
3 2023 - 09.2024
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