Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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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, AL
10.2024

Graduate Education Program -

New Jersey City University
Jersey City, NJ
01.2018

Biological Sciences -

SUNY - WCC
Valhalla, NY
01.2013

English/Language Arts Teacher Education -

College of Mt. St. Vincent
Riverdale, NY
01.1991

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
STEPHANIE BROWN