Valerie King
Barboursville
Summary
Well-qualified CRA proficient in handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with team-oriented mentality and dedication to customer satisfaction, business goals and sales excellence. Skilled in coordinating documentation.
Overview
31
31
years of professional experience
Work History
Client Relationship Associate-Offer Manager
WealthSource Partners
04.2022 - Current
- Develop summaries to assess each client's participation level and determine targets for follow-up plans.
- Deliver exceptional customer service to every customer by creating welcoming, positive experiences.
- Assist advisors with meeting preparation, meeting recap, and follow up action items.
- Schedule client meetings.
- Assign account action items to reactive CRAs.
Office Manager
Adkins Excavating
08.2017 - 03.2022
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions.
- Payroll duties.
- Maintained WV DOT, WV DMV, OSHA, and WV American Water Companies compliance reports and documentation.
- Accounts receivable and payables.
Dispatch Coordinator
Adams Trucking & Supply, Inc.
01.1993 - 07.2017
- Responded to high volume of phone and email requests to provide logistics information.
- Developed understanding of transportation management platforms to drive content integration with client systems and platforms.
- Checked weight of vehicles and load parameters against customer specifications and DOT requirements.
- Organized paperwork and explained individual job parameters for each assignment.
Education
Bachelor of Arts - Economics
Marshall University
Huntington, WV12.1996
Skills
- Prospecting Strategies
- Personnel Management
- Computer Proficiency
- Clerical Support
- Spreadsheets
- Quality Control
- Project Management Abilities
- Calendaring
- System Implementation
- Coordination
Timeline
Client Relationship Associate-Offer Manager
WealthSource Partners
04.2022 - Current
Office Manager
Adkins Excavating
08.2017 - 03.2022
Dispatch Coordinator
Adams Trucking & Supply, Inc.
01.1993 - 07.2017
Bachelor of Arts - Economics
Marshall University
Similar Profiles
Melissa DiassoMelissa Diasso
Dental Assistant at Dental Partners of Towson & Dental Partners of Owings MillsDental Assistant at Dental Partners of Towson & Dental Partners of Owings Mills
OKUWA EBUNJESU SAMUELOKUWA EBUNJESU SAMUEL
PROJECT ENGINEER at Sanni, Ojo and Partners Consulting Limited, Ojo and Partners Consulting Limited, SOPPROJECT ENGINEER at Sanni, Ojo and Partners Consulting Limited, Ojo and Partners Consulting Limited, SOP
Sarthak ShahSarthak Shah
Tax Associate at Apple Growth Partners (Burton Partners)Tax Associate at Apple Growth Partners (Burton Partners)
Lawrence MooreLawrence Moore
Retail Worker at MenardsRetail Worker at Menards
Ethan BiasEthan Bias
Social Media Content Creator at Peaceful Mountain Healing CenterSocial Media Content Creator at Peaceful Mountain Healing Center