Martina Ruiz
Johnson City
Summary
Compassionate and solutions-driven professional with over 6 years of experience delivering exceptional client service across finance, wellness, and retail sectors. Proven ability to manage high-pressure situations with empathy, professionalism, and clear communication—especially during sensitive life transitions. Promoted into leadership roles for natural ability to connect with clients and train peers. Detail-oriented and highly adaptable, with a strong background in operations, guest relations, and wellness-focused service. Seeking to bring a warm, service-first approach to a hospitality role where creating memorable, supportive guest experiences is the priority.
Overview
8
8
years of professional experience
Work History
Transition Specialist
Merrill
Johnson City
02.2024 - Current
- Promoted to handle highly sensitive client cases involving deceased accounts and legal documentation.
- Guide beneficiaries through the transfer of assets by reviewing death certificates, affidavits of domicile, and legal paperwork with precision and empathy.
- Communicate clearly with grieving or frustrated clients, providing next steps and setting expectations in complex processes.
- Collaborate with legal teams to ensure proper documentation is submitted and reviewed for smooth fund disbursement.
- Maintain professionalism under pressure while upholding compliance standards and client dignity.
Financial Services Representative
Merrill
Johnson City
06.2023 - 02.2024
- Provided front-line support to clients regarding financial inquiries and fund transfers.
- Educated clients about wellness-focused financial options, helping them feel confident about long-term planning.
- Became a peer mentor and trainer within 4 months due to strong process knowledge and patient teaching style.
- Stepped in frequently to support teammates with system navigation and workflow troubleshooting.
Assistant Manager
Roberta's
New York
06.2022 - 12.2022
- Led day-to-day operations, ensuring staff maintained high service standards in a fast-paced setting.
- Handled inventory, scheduling, and team motivation, helping maintain morale and customer satisfaction.
- Provided conflict resolution support when needed, while keeping operations running smoothly.
Assistant Manager | Logistics & Inventory Coordinator
Buyk
New York
10.2021 - 03.2022
- Managed online food orders, coordinated courier deliveries, and ensured timely fulfillment.
- Maintained accurate inventory and liaised with vendors and corporate to track product flow.
- Resolved courier and inventory challenges with calm leadership, earning trust from both store staff and upper management.
Appointment Coordinator
Next Health
New York
01.2021 - 08.2021
- Scheduled appointments, managed patient data in EMR systems, and ensured seamless front desk operations.
- Supported both clinical and administrative staff, improving patient experiences and building long-term relationships.
- Educated clients on wellness services, contributing to an increase in membership conversions.
Assistant Manager
The Vitamin Shoppe
Miami
05.2018 - 11.2019
- Supported store leadership in hiring, training, and developing team members.
- Created incentive programs to drive collaboration and boost morale.
- Reviewed customer feedback to enhance service and product knowledge delivery.
Product Specialist
Apple Inc.
Miami
09.2017 - 08.2018
- Provided tailored tech support and product education to customers in a retail setting.
- Selected for a high-performance internal program based on outstanding customer interactions.
- Contributed to visual merchandising and collaborated on new product launches.
Education
High School Diploma -
Liberal Arts & Sciences Coalition School for Social Change
New York, NYSkills
- Asset transfer
- Legal documentation
- Client communication
- Regulatory compliance
- Case management
- Team collaboration
- Conflict resolution
- Customer service
- Data management
- Mentorship
- Emotional intelligence
- Time management
- Multitasking Abilities
- Interpersonal communication
Timeline
Transition Specialist
Merrill
02.2024 - Current
Financial Services Representative
Merrill
06.2023 - 02.2024
Assistant Manager
Roberta's
06.2022 - 12.2022
Assistant Manager | Logistics & Inventory Coordinator
Buyk
10.2021 - 03.2022
Appointment Coordinator
Next Health
01.2021 - 08.2021
Assistant Manager
The Vitamin Shoppe
05.2018 - 11.2019
Product Specialist
Apple Inc.
09.2017 - 08.2018
High School Diploma -
Liberal Arts & Sciences Coalition School for Social Change