Patalada Manaying
Leawood,KS
Summary
Motivated Senior Branch Office Administrator with 23 years of experience offering office support in the financial industry. Energetic and reputable individual possessing strong work ethic, professional demeanor and superb initiative. Exceptional customer service and decision-making skills.
Overview
27
27
years of professional experience
Work History
Client Services Coordinator
Creative Planning
Overland Park, KS
11.2023 - Current
- Developed strong relationships with clients by providing exceptional customer support and maintaining open lines of communication.
- Provided timely updates on project status to clients, ensuring transparency throughout the entire process while building trust in our services
- Collaborate with internal teams to ensure smooth account openings, transfers, and asset allocation for clients
- Manage and maintain client records, ensure accuracy and completeness of data in the CRM system and other internal platforms
- Execute account maintenance tasks: processing withdrawals, contributions, life insurance and estate planning referrals, and account updates
Senior Branch Office Administrator
Edward Jones
Overland Park, KS
03.2015 - Current
- Daily interactions with clients, Wholesalers, prospects, and FA via verbal, emails, or direct phone contact
- Maintenance of office supplies, and bill pays
- Review documents and obtain additional information to complete accurate paperwork and avoid delays
- Create memos, letters, and plan client events, to deepen personal relationships
- Assist clients in troubleshooting online website access, track status of transfers, life insurance applications, and rollovers
- Opening new Retirement, 529, Brokerage, Custodial, and Business LLC accounts
- Assist clients during conference calls for rollover processing of 401k/retirement plans to branch
- Scheduling clients for annual reviews, while maintaining current beneficiary, POA, Living Trust and other account information needed for FA to conduct appointments
- Prioritize FA calendar
- Adding client or prospects’s financial information through our proprietary system for FA to present during appointment
Quality Control Representative
Waddell & Reed
Overland Park, KS
02.2011 - 03.2015
- Reviewing the accuracy and quality of each home office Representative’s work
- Applying nuanced feedback for each Rep for corrections towards each client’s account setup or changes as requested
Mailroom Clerk
American Century Investments
Kansas City, MO
02.1998 - 02.2009
- Operated mail processing, mail equipment, scan documents, check processing
- Bundled, labeled and routed sorted mail to designated areas depending on destinations and according to established procedures and deadlines.
Education
Bachelor of Arts - With Emphasis in Business Administration
University of Missouri
Kansas City, MO05.2000
Skills
- Excellent Customer Service
- Time and Office Management
- Mentorship
- Microsoft Office
- Friendly, Adaptable, Reliable, and Relatable
- Attention to Detail, Phone, and Email Etiquette
- SalesForce
Timeline
Client Services Coordinator
Creative Planning
11.2023 - Current
Senior Branch Office Administrator
Edward Jones
03.2015 - Current
Quality Control Representative
Waddell & Reed
02.2011 - 03.2015
Mailroom Clerk
American Century Investments
02.1998 - 02.2009
Bachelor of Arts - With Emphasis in Business Administration
University of Missouri