Tanya Newkirk-Jackson
Zebulon,North Carolina
Summary
Skilled administrative professional with proven expertise in clerical and financial disciplines. Communicating with customers to evaluate market information and financial goals. Facilitates customer payments and transactions and processes transfers. Exceptional communicator and proactive problem solver with history of strong work ethic and financial acumen. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
38
38
years of professional experience
Work History
Sr. Client Service Associate
Morgan Stanley
Raleigh, NC
05.2008 - 01.2024
- Participated in weekly meetings with team members to discuss upcoming projects or tasks.
- Worked closely with marketing team on campaigns designed to increase brand awareness among target audiences.
- Distributed information on accounts, insurance plans, and diverse funds.
- Managed a portfolio of accounts, ensuring that all requests were handled properly and promptly.
- Reviewed invoices for accuracy prior to processing payment transactions.
- Created detailed reports on customer service performance metrics for management review.
- Processed payments from customers in accordance with established guidelines and regulations.
- Assisted with onboarding new clients, verifying accuracy of paperwork and data entry into the system.
- Maintained up-to-date client records, including contact information and account history.
- Implemented diverse wealth management options to meet client objectives.
- Provided high level customer service to clients, responding promptly and efficiently to inquiries.
- Developed an in-depth understanding of company products, services, policies and procedures.
- Ensured compliance with applicable laws and regulations related to client accounts.
- Answered customer questions to maintain high satisfaction levels.
Sr. Client Service Associate
Wachovia Securities
Chapel Hill, NC
08.2007 - 05.2008
- Consulted with customers to discuss market information.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Answered customer questions to maintain high satisfaction levels.
- Maintained up-to-date client records, including contact information and account history.
- Provided high level customer service to clients, responding promptly and efficiently to inquiries.
- Conducted regular follow ups with existing clients to ensure satisfaction with services provided.
- Collaborated closely with other departments to coordinate cross-functional activities related to client accounts.
- Assisted with onboarding new clients, verifying accuracy of paperwork and data entry into the system.
- Built relationships with customers through proactive communication regarding product updates and changes.
Jr. Monetary Control Specialist
Merrill Lynch
Hopewell, NJ
11.1985 - 07.2006
- Reviewed invoices for accuracy prior to processing payment transactions.
- Managed a portfolio of accounts, ensuring that all requests were handled properly and promptly.
- Answered customer questions to maintain high satisfaction levels.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Ensured compliance with applicable laws and regulations related to client accounts.
- Created detailed reports on customer service performance metrics for management review.
- Completed day-to-day duties accurately and efficiently.
Education
Accounting and Finance
Kean University
Union, NJSkills
- Process Improvement Initiatives
- Effective Problem Solving
- Conflict Resolution Abilities
- Strong Interpersonal Skills
- Wealth Management
- Regulatory Compliance Understanding
- Performance Tracking
- Account Updating
- Appointment Scheduling
- Tactful and Diplomatic
- Quality Assurance Controls
- Customer Relations
- Administrative Support
- Positive and Professional
- Courteous Demeanor
References
References available upon request.
Timeline
Sr. Client Service Associate
Morgan Stanley
05.2008 - 01.2024
Sr. Client Service Associate
Wachovia Securities
08.2007 - 05.2008
Jr. Monetary Control Specialist
Merrill Lynch
11.1985 - 07.2006
Accounting and Finance
Kean University