Stacy Hinkemeyer
Buffalo,MN
Summary
Hardworking and passionate job seeker with strong organizational skills. Ready to achieve Company goals and Client goals. I have the technical mindset to get the task completed and create a rewarding experience for both Company and Client.
I feel that I am a strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. I am able to use independent decision-making skills, along with gathering ideas from peers, while making sound judgment to positively impact company success.
Overview
26
26
years of professional experience
1
1
Certificate
Work History
Client Service Associate
Morgan Stanley Wealth Management
12.2013 - 11.2023
- Communicated with clients regarding account services, statements, and balances.
- Prepared reports showing statistics, graphs and charts to accurately track financial movements.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Trained and supervised junior customer service representatives on best practices to meet organization goals.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
- Offered personalized solutions to meet customer requirements and close sales.
- Collaborated with other departments to develop ways to increase customer satisfaction.
General Manager
ERS Development / University Inn
04.2003 - 12.2013
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Developed and maintained relationships with customers and suppliers through account development.
- Managed budget implementations, employee evaluations, and contract details.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
- Formulated policies and procedures to streamline operations.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Analyzed market trends and competitor activities to create competitive advantages.
- Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
- Provided strategic oversight of marketing and promotional campaigns to keep campaigns aligned with overall goals and objectives.
- Trained new employees on proper protocols and customer service standards.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Monitored daily cash discrepancies and inventory shrinkage.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Mitigated business risks by working closely with staff members and assessing performance.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
Project Manager
Weis Builders
02.1998 - 04.2003
- Planned and scheduled phases for large projects.
- Met project deadlines without sacrificing build quality or workplace safety.
- Monitored project performance to identify areas of improvement and make adjustments.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Achieved project deadlines by coordinating with contractors to manage performance.
Education
No Degree - Estimating
Dunwoody College of Technology
Minneapolis, MN08.1993
Associate of Arts - Business
University Southern California, Long Beach
Long Beach05.1984
Skills
- Client Rapport
- Interpersonal and Written Communication
- Troubleshooting
- Client Relationships
- Corporate Processes and Procedures
- Issue Resolution
- Account Management
- Service Recommendations
- Database Maintenance
- Provider Relations
- Customer Support
- Database Management
- System Documentation
- Outbound Calling
- Sales Strategies
Certification
- Registered Finra Series 7 and Series 63 & 66
Timeline
Client Service Associate
Morgan Stanley Wealth Management
12.2013 - 11.2023
General Manager
ERS Development / University Inn
04.2003 - 12.2013
Project Manager
Weis Builders
02.1998 - 04.2003
No Degree - Estimating
Dunwoody College of Technology
Associate of Arts - Business
University Southern California, Long Beach
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