Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Wendy Tjelmeland

Finance, Administration, Investment Associate
Fort Collins,CO

Summary

Work ethics highly accredited. All employment changes due to transferring with same team of advisors. Extremely loyal. Work collaboratively with team members from different disciplines to facilitate optimal office environment and meeting objectives. Results-driven in customer service and satisfaction bringing 38+ years of success in the service industry. Astute, organized and methodical with articulate communication style and very personable nature.

Overview

39
39
years of professional experience

Work History

Investment Associate

RBC Wealth Management
Fort Collins, CO
05.2020 - Current
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Provided primary customer support to internal and external customers.
  • Cultivated customer loyalty, promoted repeat business and improved sales.
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Scheduled office meetings and client appointments for staff teams.
  • Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Coordinated travel arrangements by booking airfare, hotel and ground transportation.
  • Created detailed expense reports and requests for capital expenditures.
  • Coordinated schedules and timelines for events.
  • Managed administrative logistics of events planning, event booking and event promotions.
  • Evaluated existing plans, processes and events planning services to identify opportunities for improvement.

Senior RegClient Service Associate/Branch Operations Assistant

UBS Financial Services
Fort Collins , CO
09.2014 - 05.2020
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
  • Managed master calendar by scheduling and confirming appointments.
  • Supported operations during lunches, breaks and coverage for open positions.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.

Senior Registered Client Service Associate/Branch Operations Manager

Merrill Lynch
Fort Collins, CO
08.1998 - 09.2014
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
  • Helped individuals and families build and execute management strategies based on unique goals and objectives.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Prepared forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests .
  • Organized sales and purchases on behalf of customers and companies.

Registered Client Service Associate

PaineWebber
Fort Collins, CO
06.1993 - 08.1998
  • Maintained data confidentiality through strict observance of information security procedures and corporate guidelines.
  • Built long lasting relationships with clients by listening, offering insight and being valuable resource.
  • Provided each client with exceptional level of service by responding quickly to issues and answering questions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Registered Client Service Associate

Everen Securities
Fort Collins, CO
10.1983 - 05.1993
  • Maintained data confidentiality through strict observance of information security procedures and corporate guidelines.
  • Handled minor account issues quickly and escalated major problems senior management immediately for assistance and resolution.
  • Built long lasting relationships with clients by listening, offering insight and being valuable resource.

Education

Associate of Arts - Accounting

Colorado State University
Fort Collins, CO

High School Diploma -

Marion High School
Marion, Iowa
01.1975

Skills

  • Timing Optimization
  • Report Preparation and Presentation
  • Administrative Management
  • Inventory Management
  • Hiring and Onboarding
  • Budget Development and Management
  • Microsoft Office
  • Originality and Creativity
  • Staff Management

Additional Information

I am seeing an opportunity to use my communication skills and experience to build a successful relationship outside of the securities industry. I have the mindset to collaborate with the upcoming generations to provide work ethic, wisdom, and empathy to make the the workplace enjoyable and successful.

Timeline

Investment Associate

RBC Wealth Management
05.2020 - Current

Senior RegClient Service Associate/Branch Operations Assistant

UBS Financial Services
09.2014 - 05.2020

Senior Registered Client Service Associate/Branch Operations Manager

Merrill Lynch
08.1998 - 09.2014

Registered Client Service Associate

PaineWebber
06.1993 - 08.1998

Registered Client Service Associate

Everen Securities
10.1983 - 05.1993

Associate of Arts - Accounting

Colorado State University

High School Diploma -

Marion High School

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Wendy TjelmelandFinance, Administration, Investment Associate