Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Rachel Johnsen

Rachel Johnsen

Santa Clara,CA

Summary

Upbeat and energetic client service professional with over 5 years of experience handling difficult situations through resourcefulness and adaptability. Eager to leverage strong communication and collaboration skills to transition into a career in Digital Marketing. Experience with implementing social media and email marketing strategies, executing events, and creating impactful content to optimize brand visibility.

Overview

8
8
years of professional experience
2
2

Certifications

Work History

Registered Client Service Associate

UBS Financial Services
01.2018 - 02.2021
  • Achieved substantial growth in brand visibility and audience engagement by spearheading team marketing and branding initiatives. Implemented a social media strategy, revitalized the team website, maintained key sponsorships, organized successful in-person prospect events, and managed the coordination and release of a podcast series.
  • Consistently delivered exceptional service to Ultra High Net Worth clients, leveraging critical thinking to proactively anticipate and address account maintenance needs, fostering long-term client satisfaction and increased retention rates.
  • Optimized productivity and streamlined operations for a Financial Advisor team by efficiently scheduling appointments and managing calendars for seven individuals, leading to enhanced team efficiency and smoother client interactions.

Receptionist

UBS Financial Services
09.2017 - 12.2017
  • Fostered positive client relationships and optimized internal workflows by delivering excellent customer service as a first touch point for clients, and providing administrative support to internal staff
  • Managed a high volume of incoming phone calls, promptly responding to internal and external requests while ensuring accurate handling of mail correspondence, resulting in optimized communication workflow and improved customer satisfaction
  • Efficiently handled urgent cashier duties, including accurate check deposits and meticulous updates of internal records, contributing to streamlined operations and the maintenance of accurate

Marketing and Branding Intern

Gaucho Sports Marketing
01.2016 - 06.2017
  • Boosted fan attendance by developing impactful email marketing campaigns reaching a diverse audience of over 8,000 students and community members, resulting in increased event participation, heightened brand visibility and a measurable surge in audience engagement.
  • Devised and executed a dynamic social media strategy that enhanced online presence and fortified brand identity across diverse platforms, fostering expanded reach, increasing website traffic and user interactions
  • Designed advertisements, collateral, and environmental graphics, meticulously adhering to branding guidelines, thereby strengthening brand perception and positively influencing audience engagement
  • Facilitated the successful execution of marketing projects by overseeing a team of ten interns under the guidance of the Director of Marketing

Education

Bachelor of Arts - Communication

University of California, Santa Barbara
Santa Barbara, CA
06.2017

Skills

    Social Media Marketing

    Email Marketing

    Copywriting

    Search Engine Optimization

    Microsoft Suite

    Presentations

    Communication

    Creativity

    Time Management

    Attention to Detail

Certification

  • Digital Marketing & E-Commerce, Google Professional Certificate
  • FINRA Licenses- Securities Industries Essential, Series 7, Series 66

Timeline

Registered Client Service Associate

UBS Financial Services
01.2018 - 02.2021

Receptionist

UBS Financial Services
09.2017 - 12.2017

Marketing and Branding Intern

Gaucho Sports Marketing
01.2016 - 06.2017

Bachelor of Arts - Communication

University of California, Santa Barbara

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Rachel Johnsen