Trisha Kolosky
Las Vegas,NV
Summary
Dedicated Senior Client Sales Assistant with expertise in cultivating strong client relationships and enhancing service delivery. Proven ability to manage compliance and optimize efficiency through effective communication and problem-solving.
Overview
22
22
years of professional experience
Work History
Senior Client Sales Assistant (CSA)
Morgan Stanley
Reno, NV
05.2004 - 07.2026
- Prepared client presentations and marketing materials to support sales team efforts.
- Coordinated appointment schedules for financial advisors and clients to optimize efficiency.
- Managed client documentation, ensuring compliance with regulatory standards.
- Collaborated with team members to improve customer service strategies.
- Processed transactions accurately and efficiently using internal systems.
- Cultivated strong client relationships through consistent communication to enhance trust and engagement.
- Delivered responsive customer service by addressing inquiries, resolving issues, and managing complaints promptly.
- Fostered relationships with customers to expand customer base and retain business.
- Used computer system to retrieve customer information, part number inventory and status of purchase orders.
- Attended staff meetings to discuss new products or changes in store policy or procedure.
- Adhered to all company policies and procedures regarding safety regulations, security measures, attendance policies.
- Provided excellent customer service to clients in person and over the phone.
- Assisted clients with account inquiries and transaction requests.
- Processed financial transactions accurately and efficiently.
- Resolved customer complaints through effective communication and problem-solving.
- Collaborated with team members to improve service delivery processes.
- Maintained comprehensive knowledge of Morgan Stanley's policies and procedures.
- Provided support during client onboarding and account setup procedures.
- Ensured compliance with regulatory requirements in customer interactions.
- Resolved customer inquiries in a timely manner.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Completed various duties designated by management team.
- Followed policies and procedures to meet or exceed established performance requirements.
- Trained new hires on products and services, best practices, and protocols to reduce process gaps.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Maintained customer privacy and protected company operations by keeping information private and confidential.
- Developed relationships with key clients through regular contact and follow-up communication.
- Managed multiple tasks to maintain workflow efficiency and meet deadlines. simultaneously while maintaining accuracy and attention to detail.
- Followed up with customers after purchase to ensure satisfaction.
- Updated databases with new and modified customer data.
- Assisted sales team to enhance client interactions and promote growth opportunities.
- Collected deposits or payments and arranged for billing.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Mentored junior team members and managed employee relationships.
- Promoted available products and services to customers during service, account management and order calls.
- Contacted customers about potential service upgrades, new services and account changes.
- Updated system with order specifics and customer details, preferences, and billing information.
Skills
- Client presentation
- Regulatory compliance
- Transaction processing
- Sales support
- Data entry
- Customer relations
Timeline
Senior Client Sales Assistant (CSA)
Morgan Stanley
05.2004 - 07.2026