Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Tatum Maines

Redwood City,CA

Summary

Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Service Associate

Morgan Stanley
08.2020 - Current
  • Lead the oversight of the Executive Financial Services workflows and Rule 10b5-1 plan adoption desk.
  • Garnered experience in Rule 10b5-1 program rules and plan structuring as well as other liquidation strategies for control and restricted stock.
  • Conduct outreach to maintain strong relationships with client base and identity Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Collected confidential financial information from clients to construct comprehensive financial plans.

Lagree Instructor

Heartcore
07.2022 - Current
  • Worked in team-based environment to provide clients with optimal fitness services.
  • Attended continuing education classes to maintain current knowledge.
  • Promoted additional classes and available services to members.
  • Kept facilities and equipment clean and organized.

Supervisor

University Of Oregon Student Recreation Center
01.2019 - 03.2020
  • Manage the hiring, training and scheduling of 30+ personal trainers
  • Lead weekly meetings to educate trainers on fitness programming, instruction techniques, appointment management, and standards for customer communications.
  • Design and implement seasonal promotions for group exercise classes which increase class attendance by 15-25% on average.
  • Administer bi-weekly payroll, produce monthly financial reports, and supervise master appointment calendar.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.

Intern, Strength and Conditioning Program

University of Oregon Football
01.2017 - 04.2018
  • Implemented and refined pre-designed rehabilitation programs for injured players.
  • Provided tailored exercise instruction for specific positions and skillsets to achieve optimal recovery goals.
  • Attended weekly training sessions to learn updated routines, techniques and therapies
  • Helped 15 injured players return to the active team roster during the 2017 season.
  • Helped athletes set, pursue and attain individual and team goals.

Education

Cognition, Psychopathology, Biopsychology, Statistics. -

Bachelor of Arts - Sociology, Crime, Law And Society

University of Oregon
Eugene, OR
06.2020

Skills

  • Corporate Processes and Procedures
  • Issue Resolution
  • Client Service and Support
  • Collaborative Environments
  • Database Management

Certification

Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator (AED) American Council on Exercise (ACE) Personal Trainer

Additional Information

  • 3

Timeline

Lagree Instructor

Heartcore
07.2022 - Current

Client Service Associate

Morgan Stanley
08.2020 - Current

Supervisor

University Of Oregon Student Recreation Center
01.2019 - 03.2020

Intern, Strength and Conditioning Program

University of Oregon Football
01.2017 - 04.2018

Cognition, Psychopathology, Biopsychology, Statistics. -

Bachelor of Arts - Sociology, Crime, Law And Society

University of Oregon

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Tatum Maines