Summary
Overview
Work History
Education
Timeline
Generic

PAXTON COCHRAN

Atlanta,GA

Summary

-Work with a team that specializes in High Net Worth families, individuals and executives.

-Help manage and develop client relationships by assisting with all facets of the relationship with clients.

-Be a reliable point of contact, addressing inquiries promptly and effectively.

-Focus on fostering strong client loyalty through personalized service.

-Work in a collaborative way with entire team to support clients and fellow team members achieve their goals.

Overview

7
7
years of professional experience

Work History

Client Service Associate

Morgan Stanley
05.2020 - Current
  • Communicate with clients regarding account services, statements, and balances.
  • Help large volume of clients every day with positive attitude and focus on customer satisfaction.
  • Onboard and maintain client accounts, including collecting updated client information and required documentations.
  • Processing money movement transactions with clients
  • Collaborate with Advisors to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • SIE

Patient Access Specialist

Cardiovascular Group
05.2018 - 12.2019
  • Obtain and validated over 1000 patient demographic and insurance information
  • Perform patient pre-authorization procedures
  • Verify over 1000 patient appointments through the EMR system thus far
  • Work in compliance with hospital policies and procedures and adhered to government regulations
  • Over the past year have worked remotely communicating Offices notes.

Operations Administration Intern

FED-EX GROUND
06.2019 - 08.2019
  • Completed over 100 New Employee I9's
  • Prepared and delivered New Employee Orientations every week
  • Scheduled over hundreds of interviews for potential candidates using Microsoft Excel

Treasurer

KAPPA DELTA SORORITY
11.2016 - 11.2017
  • Created financial budgets for the Fall and Spring semesters for all members
  • Collected monthly payments from members using Billhighway Solutions System
  • Communicated regularly with members regarding annual expenses and fundraising profits
  • Generated monthly financial reports to Kappa Delta Nationals


Education

Bachelor of Business Administration - Management, Human Resources

VALDOSTA STATE UNIVERSITY, Langdale College of Business
Valdosta, GA
12.2019

Timeline

Client Service Associate

Morgan Stanley
05.2020 - Current

Operations Administration Intern

FED-EX GROUND
06.2019 - 08.2019

Patient Access Specialist

Cardiovascular Group
05.2018 - 12.2019

Treasurer

KAPPA DELTA SORORITY
11.2016 - 11.2017

Bachelor of Business Administration - Management, Human Resources

VALDOSTA STATE UNIVERSITY, Langdale College of Business

Similar Profiles

CREATE PROFILE
PAXTON COCHRAN