STEPHANIE BROWN
Hoover,AL
Summary
Resourceful Client Services Specialist with significant experience in managing client relations, solving complex problems, and improving customer satisfaction. Known for strong interpersonal skills, adept at building and maintaining relationships while efficiently handling client queries. Successful track record of implementing strategic initiatives to boost productivity and enhance service quality.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Executive Assistant/Associate Financial Representative
Northwestern Mutual Wealth Management
Birmingham, AL
07.2021 - Current
- Extensive client scheduling and onboarding
- Process all insurance and investment account applications
- Developer of client experience
- Liaison to Underwriting Team and Home Office
- Update and track strategy meeting notes
- Prepare client folders for financial strategy delivery meetings
- Event planning
- Created and implemented employee onboarding and annual review process
- Fully Licensed - Life & Health - University of Alabama
Client Services Specialist
Freedom Financial Group
Hoover, AL
08.2024 - 10.2024
- Provided exceptional customer service to clients, responding promptly and accurately to inquiries.
- Documented detailed notes regarding each interaction with customers for future reference.
- Participated in regular meetings with management team to discuss strategies for improving client satisfaction levels.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
- Provided administrative support to senior wealth associates on various projects, including client onboarding, portfolio management and performance reviews.
- Managed account opening process including client onboarding, KYC and AML review, account documentation, and trading system set-up.
- Managed day-to-day operations associated with client onboarding process and post-sales support activities.
- Assisted in the processing of IRA contributions, transfers, and distributions.
- Monitored IRA accounts to ensure compliance with Federal regulations.
- Ensured that all transactions were processed accurately and in a timely manner according to established guidelines.
Executive Assistant & Personal Assistant to the Executive Vice President/COO
Van Dyk Baler Corp.
Norwalk, CT
12.2019 - 07.2021
- Priced equipment for multimillion dollar bids
- Managed company databases, filing systems, and master Excel sheets
- Implemented and maintained procedures in administrative systems
- Booked and arranged travel and transportation accommodations for US and overseas guests and employees
- Executed confidential personal affairs
- Personal household purchases, planning, and management
Executive & Personal Assistant to the CEO
InspireShift, LLC
Norwalk, CT
12.2019 - 07.2021
- Researched and prepared reports and client presentations
- Implemented and maintained procedures in administrative IT systems
- Updated and maintained company website and social media
- Booked and arranged travel and transportation accommodations
- Executed confidential personal and family affairs
- Created Stakeholder onboarding materials
- Scheduled on-going weekly and bi-weekly client meetings
- Personal household purchases, planning, and management
Office Manager/Executive Assistant to the Administration
The Ursuline School
New Rochelle, NY
07.2012 - 12.2019
- Managed all responsibilities of receptionists and administrative assistants
- Developed efficient workflow procedures to increase productivity while staffing decreased
- Fully integrated IT programs into the organization to promote efficiency
- Coordinated, organized, and facilitated meetings, webinars, and daily and long-term projects
- Facilitated a diverse population in a multi-directional environment and consistently maintained a professional stance and a productive workload
- Promoted effective communication between guests, business partners, faculty, and staff
Fitness Director/General Manager
Simply Fit for Women
Mamaroneck, NY
07.2003 - 03.2008
Office Manager/Medical Assistant
Larchmont Pediatrics
Larchmont, NY
03.1997 - 06.1999
Receptionist/Office Assistant
Horizon Paper Company, Inc.
New York, NY
02.1992 - 03.1997
Education
AS - Business Administration
Jefferson State Community College
Birmingham, AL10.2024
Graduate Education Program -
New Jersey City University
Jersey City, NJ01.2018
Biological Sciences -
SUNY - WCC
Valhalla, NY01.2013
English/Language Arts Teacher Education -
College of Mt. St. Vincent
Riverdale, NY01.1991
Skills
- Executive management
- Supply inventory management
- Central calendar management
- IT system – Salesforce & CRM
- Precise Documentation Practices
- Professional Proactivity
- MS Office proficient
- Professional Written Communication
- Critical Thinking
- Client Relationship Building
- Strategic Account Oversight
- Fund Transfer Management
Certification
- Life and Health Insurance License - Alabama
- Advanced Powerpoint Certification
Timeline
Client Services Specialist
Freedom Financial Group
08.2024 - 10.2024
Executive Assistant/Associate Financial Representative
Northwestern Mutual Wealth Management
07.2021 - Current
Executive Assistant & Personal Assistant to the Executive Vice President/COO
Van Dyk Baler Corp.
12.2019 - 07.2021
Executive & Personal Assistant to the CEO
InspireShift, LLC
12.2019 - 07.2021
Office Manager/Executive Assistant to the Administration
The Ursuline School
07.2012 - 12.2019
Fitness Director/General Manager
Simply Fit for Women
07.2003 - 03.2008
Office Manager/Medical Assistant
Larchmont Pediatrics
03.1997 - 06.1999
Receptionist/Office Assistant
Horizon Paper Company, Inc.
02.1992 - 03.1997
- Life and Health Insurance License - Alabama
- Advanced Powerpoint Certification
AS - Business Administration
Jefferson State Community College
Graduate Education Program -
New Jersey City University
Biological Sciences -
SUNY - WCC
English/Language Arts Teacher Education -
College of Mt. St. Vincent
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