Experience

Kickstand Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Client Service Associate

  • May 2022 - Present



Montage Wealth Mgmt

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Concierge

  • Jan 2022 - May 2022

• Operations Manager

  • Aug 2020 - Jan 2022

• Client Service Manager

  • May 2016 - Aug 2020

• Service Team Associate

  • Mar 2015 - May 2016

  Client Communications • Scheduler. Coordinate and schedule 200+ client progress reviews. This involves proactively auditing our company calendar to assure clients are provided with meetings as needed.• Ascertain clients prepare and submit necessary information prior to meetings.• Prepare all information required for advisor to facilitate the meeting.• Assist in coordination and execution of client education meetings, client-advisory board meetings and our large-scale client appreciation event held every other year.• Post weekly and monthly updates via email, website, LinkedIn and Facebook. • As needed, send out greeting cards and gifts. Client Service • Prepare paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, facilitating deposits or withdrawals, account title changes, address changes, etc.• Facilitate client withdrawals/deposits.• Follow up on all pending transactions until completed.• Notify clients of portfolio changes when requested by financial advisor/planner.Administrative Duties • Preparing account paperwork, following up with vendors on open tasks, contacting headquarters to obtain advice on case work, etc.• Liaison to human resources provider, providing staff hours to them and assisting in any tasks that they require of Montage.• As needed, share receptionist functions such as answering, screening and addressing all incoming calls, greeting visitors and opening and sorting mail.• Regularly and proactively check client accounts to assure their systematic withdrawals and required minimum distributions are being satisfied. Show less



Maxim Spa and Salon

• Rochester, New York Area

• Salon Coordinator

  • Aug 2013 - Mar 2015

  -Maintain the general environment of the Spa and Salon -Strategically book and confirm appointments via phone and email -Explain in detail salon and spa services and packages -Process Gift Certificate and Membership requests -Manage client mailings, specials and advertising projects -Provide clients with upgrade option, as well as retail suggestions -Complete and balance register transactions -Manage both supplies and retail inventory -Update computer system with counted, ordered, and received inventory , while focusing on cost management Show less



Financial Architects

• Marketing /Prime Client Coordinator & Agency Security Administrator

  • Aug 2012 - May 2013

  Marketing :•Track and promote agency and home office driven sales contests•Work with third party vendor to update and maintain agency website•Order marketing materials (brochures, business cards, stationery) for both the agency and agents•Order and maintain agency promotional items stock (pens, shirts, business card holder etc...)•Coordinated direct mail campaigns•Worked with new agents to jump start their personal practice marketing efforts by helping them set up LinkedIn accounts, Facebook fan pages and contacting their personal networks•Run Marketing pieces/presentations through compliance at the MassMutual Home OfficePrime Client:•Worked Directly with Prime Client Director to run account look ups and inforce illustrations for clients •Coordinate phone campaigns to notify clients or potential account changes and opportunities•Intercept calls directly from Prime Clients to assist them with obtaining account information, updating beneficiary/address changes and establishing death claimsAgency Security Administrator:•Generate email and intranet access for new employees•Work with building security to obtain office key cards•Review and maintain quarterly access reports Show less

• New Organization Development and Recruiting/Event Coordination

  • May 2009 - Aug 2012

  New Organization Development:•Collaborated, designed and implemented new training and development program for new agents and interns•Created personalized development models/plan for new agents when brought on board•Monitor daily activity as well as recognition milestones for each agent Recruiting:•Coordinate all recruiting activities such as interviews, background checks, contracting and licensing •Act as an administrative resource/assistant to Senior Sales Management and General Agent•Attend college career fairs to assist with recruiting new agents and interns•Maintained up to date recruiting pipeline reports as well as quarterly and yearly recruiting projectionsEvent Coordination:•Coordinate all on and off site agency meetings•Plan and carry out special events such as Disability Awareness Night, Monthly Celebration Days, Agency Picnics and parties•Act as liaison and coordinator for community service projects and events•Carried out recognition projects, agency contests and other miscellaneous agency activities such as monthly newsletters Show less



Heritage Christian Services

• Individual and Family Services
• 500 - 600 Employee

• Resident Counselor

  • Aug 2004 - Jun 2011

• Development Intern

  • Sep 2005 - May 2007

  - Successfully carried out administrative tasks- Coordinated various components of fundraising events (Annual Golf Tournament, Annual Dinner and Springdale Farm Events)- Designed and implemented the entertainment for the Heritage Christian Services 2006 Annual Dinner



Allworx

• United States
• Telecommunications
• 1 - 100 Employee

• Marketing Specialist Co-Op

  • May 2008 - Dec 2008

  While with Allworx, I worked on various projects such as: -Monitoring web analytics via Google Analytics and third party product VisiStat -Developing web traffic dashboards for the Marketing Team -Updating competitive information for marketing war room -Generating comprehensive reports from marketing surveys located on the reseller portal -Maintaining lead and opportunity matrix for marketing case studies While with Allworx, I worked on various projects such as: -Monitoring web analytics via Google Analytics and third party product VisiStat -Developing web traffic dashboards for the Marketing Team -Updating competitive information for marketing war room -Generating comprehensive reports from marketing surveys located on the reseller portal -Maintaining lead and opportunity matrix for marketing case studies



Special Olympics Genesee Region

• Development and Program Intern

  • Sep 2007 - May 2008

  - Worked with Development Team on Special Event Planning, Various Fundraisers and Mailing Campaigns -Assisted Program Director with data entry and communication with coaches and athletes for various sporting events/competitions - Worked with Development Team on Special Event Planning, Various Fundraisers and Mailing Campaigns -Assisted Program Director with data entry and communication with coaches and athletes for various sporting events/competitions