Valerie Murray
Hudson,OH
Summary
Diligent customer service professional successful at satisfying different types of customers with creative and knowledgeable solutions. Customer service-focused professional strives to improve customer ratings, reduce complaints and increase business.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Donor Experience Team
American Endowment Foundation
07.2022 - Current
- Troubleshoot access to the donor portal and provide technical advice as needed
- Monitor and respond to emails to update accounts, grants, and distribution requests
- Collaboration with teams to facilitate positive outcomes and expedite requests
- Consistent case and issue resolution within 48 hours
- Microsoft Office, Salesforce, PowerPoint
- Optimized the use of CRM software, ensuring accurate tracking of customer interactions and enhancing overall team performance.
- Maintained positive relationships with key donors
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
Investments Associate
American Endowment Foundation
09.2019 - 07.2022
- Provide administrative support for team
- Managed @100 calls per day in peak giving and tax season
- Weekly administrative functions; Salesforce case assignments, monitoring portfolios for discrepancies and non-compliant assets
- Submit change forms, proxy recording, and collaboration
- Authored onboarding training manual for team
- Co-collaborate to create team Operations manual
- A multi-year member of the Giving Committee
- Planned several special events and donor drives for AEF
- Skills include Excel, Explorer, Salesforce, multiple database systems, and PowerPoint.
Client Services Representative
Fairport Asset Management/Hightower
06.2017 - 08.2019
- Client services representative and administrative support for 5 advisors
- Updated portfolio IPS statements, reconciling aggregate feed for firm, create client reports and money transfers
- Involved in new client orientations
- Managed multiple meeting room calendars and client scheduling for 5 advisors
- Primary catering coordinator for client meetings and off-site seminars
- Highly proficient in working with CRM databases, Word, Excel, PowerPoint, Explorer, and Salesforce.
- Developed customized solutions for clients, addressing their unique requirements and preferences.
National Insurance Compliance Trainer/Toyota
Sedgwick Claims Management
08.2011 - 05.2017
- National Insurance Compliance Trainer for the Toyota Rent-a-Car (TRAC)/Lexus Customer Convenience System (LCCS) Loaner Fleet Program for Toyota Motor Sales
- Targeted instruction for sixteen regional areas nationwide
- Trained diverse dealership employees in groups of 10 to 60 weekly
- Required logistical planning, regional-specific PowerPoint presentations, class work, and marketing activities for maximum impact
- Provided Toyota program support and claim review for 500 participating Dealerships throughout the US
- Prepared and presented quarterly reports related to compliance for Toyota Executives at HQ
- Delivered dynamic presentations to facilitate learning and retention among diverse audiences.
- Ensured consistent messaging across all training materials by adhering to corporate branding guidelines.
- Implemented diverse instructional methods, optimizing trainee engagement.
Equities Trading Assistant and Client Support
Jenswold Financial/Capstone Financial
11.2007 - 04.2010
- Boutique Financial Investment group for high-net-worth clients
- Executed trade transactions, market analysis for portfolio holdings
- Involved in portfolio analysis, stock selection, and rebalancing as required
- Primary onboarding and asset transfers contact
- Administrative duties: Organized client appreciation events, distributed quarterly portfolios, screened about 50 daily calls, and managed partner calendars
- Set up and maintained paper and electronic filing systems for records, correspondence and other materials.
- Computed total holdings, dividends, interest and cash transfers
- Maintained detailed records of executed trades, ensuring accuracy for reporting purposes.
Education
Bachelor of Science - Gerontology
California State University Sacramento
Sacramento, CABachelor of Science - Hospitality Management
The Ohio State University
Columbus, OHSkills
MS Office
Public Speaking
CRM Software/SalesForce
Calendar Management
Organizational Skills
Communication Skills
Client Advocacy
Teamwork and Collaboration
Call Documentation
Computer Skills
Understanding Client Needs
Calm and Professional Under Pressure
Customer Relations
Relationship Building
Issue and Complaint Resolution
Administrative and Office Support
Certification
Driver's License
Timeline
Donor Experience Team
American Endowment Foundation
07.2022 - Current
Investments Associate
American Endowment Foundation
09.2019 - 07.2022
Client Services Representative
Fairport Asset Management/Hightower
06.2017 - 08.2019
National Insurance Compliance Trainer/Toyota
Sedgwick Claims Management
08.2011 - 05.2017
Equities Trading Assistant and Client Support
Jenswold Financial/Capstone Financial
11.2007 - 04.2010
Bachelor of Science - Gerontology
California State University Sacramento
Bachelor of Science - Hospitality Management
The Ohio State University
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