Heather Shutta
Lead Client Service Manager at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Lead Client Service Manager
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Oct 2020 - Present
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Client Service Manager
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Mar 2019 - Sep 2020
-Served as one of the primary points of contact for client service related requests-Managed account inquiry; financial planning and maintenance requests; prepared and scheduled client reviews; maintained client records; and managed outgoing client communications-Coordinated the administrative processes for our tax department during the '17,'18,'19 tax seasons
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Client Service Associate
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Dec 2017 - Feb 2019
-Prepared portfolio analysis reports for all prospective clients using Riskalyze, Morningstar, and eMoney-Assisted Client Service Managers with daily inquiries including account paperwork, scheduling, and client communications
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ALDI USA
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United States
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Retail
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700 & Above Employee
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District Manager Intern
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May 2017 - Jul 2017
-Researched, compiled data, and presented plan to increase sales through superior service and conditions -Coordinated hiring events and screened potential candidates in the job application process -Worked with district and store managers to understand overall store operations -Researched, compiled data, and presented plan to increase sales through superior service and conditions -Coordinated hiring events and screened potential candidates in the job application process -Worked with district and store managers to understand overall store operations
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UW-Oshkosh Society for Human Resource Management Student Chapter
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Oshkosh, Wisconsin
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Networking Director
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May 2016 - May 2017
-Arranged guest speakers for the student chapter meetings and served as a point of contact for all communications -Coordinated visits and tours with area businesses -Maintained positive relations with area business people through a networking role -Arranged guest speakers for the student chapter meetings and served as a point of contact for all communications -Coordinated visits and tours with area businesses -Maintained positive relations with area business people through a networking role
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Associated Bank
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United States
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Financial Services
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700 & Above Employee
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Residential Lending Intern
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May 2016 - Aug 2016
-Researched social media marketing for loan officers to create and distribute an instructional deck -Developed and conducted process for builder information searches -Participated in specialized development sessions and volunteer opportunities -Researched social media marketing for loan officers to create and distribute an instructional deck -Developed and conducted process for builder information searches -Participated in specialized development sessions and volunteer opportunities
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UW-Oshkosh Center for Academic Resources Tutor
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Oshkosh, WI
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Tutor
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Sep 2015 - Oct 2015
-Trained 7 students in Macroeconomics and Finite Math for Business course material -Professionally addressed and worked through conflicts -Explained, listened, and questioned effectively with client -Trained 7 students in Macroeconomics and Finite Math for Business course material -Professionally addressed and worked through conflicts -Explained, listened, and questioned effectively with client
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Education
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University of Wisconsin Oshkosh
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General -
Waukesha South High School