STEPHANIE BLAIS
Michael Szwed Jewelers
Sturbridge,MA
14
years of professional experience
Client service professional with demonstrated ability to enhance client satisfaction and drive results. Skilled in managing client relationships, coordinating service delivery, and resolving issues efficiently. Strong collaborator, adaptable to changing needs, and reliable in team environments. Known for excellent communication, problem-solving, and organizational skills.
Work History
Client Services Coordinator
2 Years 6 Months- Prepared estate documents including wills, Revocable and Medicaid trusts, powers of attorney for health care and finances, and nominations of guardians utilizing Wealth Counsel and internal templates.
- Utilized knowledge of the procedures for transferring assets to trusts for clients.
- Coordinated client scheduling, appointment changes, and calendar accuracy across counseling staff.
- Managed intake paperwork, demographics, and confidential records with strict HIPAA compliance.
- Managed a high-volume caseload for multiple attorneys with strict accuracy, consistently meeting deadlines, maintaining organized case files, and ensuring timely filings and client communication.
- Improved workflow consistency by standardizing client service procedures and documentation practices.
GIA Jewelry Professional/Senior Sales Associate
6 Years 2 Months- Advised and educated customers on products using knowledge from GIA education, enhancing their shopping experience.
- Interacted effectively with customers and vendors through strong verbal and written communication skills, fostering positive relationships.
- Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.
- Provided tailored suggestions and recommendations to customers by maintaining up-to-date knowledge of company products.
- Assist the onsite Gemologist with jewelry appraisals.
- Assisted with training and mentoring new team members.
- Worked on appropriate duties of the Store Manager in their absence.
- Performed quality control checks on merchandise to ensure compliance with company standards.
Administrative Assistant
3 Years 11 Months- Maintained organized files while ensuring confidentiality of sensitive information.
- Answered phone calls, directed inquiries to appropriate personnel, and responded promptly to customer requests.
- Managed office supplies inventory and placed orders regularly.
- Managed office supplies inventory and placed orders when necessary.
- Addressed client issues promptly, escalating major conflicts and concerns to appropriate personnel.
- Offered administrative support during absences for other administrative personnel.
- Scheduled and confirmed appointments for clients and supervisors to optimize workflow.
Shift Leader
4 Years 3 Months- Provided excellent customer service and developed strong relationships with customers.
- Oversaw store closing and opening procedures, enhancing safety and security.
- Supervised food production and preparation, promoting consistency with established recipes and procedures.
- Coordinated inventory management to minimize loss while adhering to company systems and guidelines.
- Supervised food production and preparation to ensure consistency with established recipes and procedures.
- Utilized effective communication skills to motivate team members to achieve goals.
- Adhered strictly to cash handling protocols and security measures at all times.
- Complied with company standards and policies, setting example for team members.
Education
Associate of Science - Forensic Psychology
Expected graduation
- Applied Jewelry Professional in Gemology
High School Diploma
Associate of Science - Forensic Psychology
Skills
Estate Planning Knowledge
Wealth Counsel and Practice Panther
Client Advocacy
Sales Expertise
Customer Relations
Task management
Process Improvement
Problem-Solving Ability
Critical Thinking
Conflict Resolution
Active Listening
Timeline
Client Services Coordinator
Legacy Counsellors, P.C.
04.2024 - CurrentRead More
GIA Jewelry Professional/Senior Sales Associate
Michael Szwed Jewelers
08.2020 - CurrentRead More
Administrative Assistant
Forest Park Eye Care
09.2016 - 08.2020Read More
Shift Leader
Dunkin Donuts
06.2012 - 09.2016Read More
Geological Institute of America
from Applied Jewelry Professional in Gemology
Read More
Belchertown High School
High School Diploma
Read More
Southern New Hampshire University
Associate of Science from Forensic Psychology
Read More
Southern New Hampshire University
Associate of Science from Forensic Psychology
Read More