Michelle Dobrenski
Client Operations Specialist at Annex Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Annex Wealth Management
-
United States
-
Investment Management
-
100 - 200 Employee
-
Client Operations Specialist
-
Aug 2021 - Present
United States
-
-
Client Operation Specialist
-
Aug 2021 - Present
United States
-
-
Office Administrator
-
Nov 2020 - Aug 2021
-
-
-
Hermle USA, Inc.
-
United States
-
Machinery Manufacturing
-
1 - 100 Employee
-
Administrative Assistant
-
Nov 2018 - Jul 2020
Franklin, Wisconsin
-
-
-
Carma Laboratories, Inc.
-
United States
-
Manufacturing
-
1 - 100 Employee
-
Executive Assistant
-
Oct 2017 - Nov 2018
Franklin, Wisconsin
-
-
-
Tech Financial Services
-
United States
-
Financial Services
-
1 - 100 Employee
-
Program Manager
-
Nov 2017 - Jun 2018
Milwaukee, WI
-
-
-
MPI
-
United States
-
Advertising Services
-
1 - 100 Employee
-
Relationship/Program Manager
-
Mar 2017 - Aug 2017
Grafton, Wisconsin Served as primary contact for a variety of MPI clients in the Banking, Financial, IT, and Manufacturing verticals Maintained professional and productive relationship with clients Conducted weekly client check-in meetings to review program results Managed a team of Tele Sales Representatives and Lead Generation Specialist Assisted with periodic employee reviews and development activities for struggling employee’s Maintained employee’s weekly schedule Support… Show more Served as primary contact for a variety of MPI clients in the Banking, Financial, IT, and Manufacturing verticals Maintained professional and productive relationship with clients Conducted weekly client check-in meetings to review program results Managed a team of Tele Sales Representatives and Lead Generation Specialist Assisted with periodic employee reviews and development activities for struggling employee’s Maintained employee’s weekly schedule Support internal sales team with client renewals and ongoing communication Assisted with onboarding new clients by preparing them for the program process Recommend products and services to clients based on their needs and interest. Managed monthly client billing Show less
-
-
-
iStream Financial Services
-
United States
-
Financial Services
-
1 - 100 Employee
-
Relationship Manager/Sales Support
-
Mar 2007 - Mar 2017
Sales Support July 2011 – March 2017 Delivered exceptional customer service to strengthen client loyalty Addressed client questions and concerns about products, prices and availability Determined the cost and pricing of proposals and bids Gathered all relevant materials for onboarding and contract approval Entered all customer information on to our boarding system Recommended products and services to clients based on their needs and interest Effectively… Show more Sales Support July 2011 – March 2017 Delivered exceptional customer service to strengthen client loyalty Addressed client questions and concerns about products, prices and availability Determined the cost and pricing of proposals and bids Gathered all relevant materials for onboarding and contract approval Entered all customer information on to our boarding system Recommended products and services to clients based on their needs and interest Effectively controlled the release of proprietary and confidential information to clients Managed monthly billing and residual payments Supported internal sales team Conducted webinars for training Conducted webinars of products/services for potential new clients Liaison between IT and client for product integrations Customer Care Handled high volume of inbound phone calls Resolved customer issues regarding Social Security benefit payments Communicated to client’s items needed to complete pending applications Answered and resolved questions regarding billing and pricing Trained customers on software program Administrative/Executive Assistant Managed the reception area, including greeting visitors and responding to telephone and in-person requests for information Planned meetings and prepared conference rooms Planned travel arrangements for executives and staff Organized files, developed spreadsheets, faxed reports and scanned documents Received and screened a high volume of internal and external communications, including email and mail Scheduled Board of Director meetings and assisted with meeting materials and agendas Maintained and coordinated executive and senior management vacations and day to day meetings Served as a professional representative of the CEO to executive clients, investors and board members Collaborated with other administrative team members, human resources and the finance department on special projects and events Show less
-
-
Education
-
Stewart School
Cosmetology, Cosmetology/Cosmetologist, General