Julia Cason
Client Service Specialist at Continuum Wealth Partners- Claim this Profile
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English -
Topline Score
Bio
Lawrence Mehringer
Julia is extremely amiable, customer service oriented and knows her products, and has an innate sense of what a client wants and needs.
Lawrence Mehringer
Julia is extremely amiable, customer service oriented and knows her products, and has an innate sense of what a client wants and needs.
Lawrence Mehringer
Julia is extremely amiable, customer service oriented and knows her products, and has an innate sense of what a client wants and needs.
Lawrence Mehringer
Julia is extremely amiable, customer service oriented and knows her products, and has an innate sense of what a client wants and needs.
Experience
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Continuum Wealth Partners
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United States
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Financial Services
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1 - 100 Employee
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Client Service Specialist
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Jul 2023 - Present
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Meowtel
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United States
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Consumer Services
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1 - 100 Employee
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Cat Sitter
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Aug 2022 - Present
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Client Service Specialist | Associate Financial Representative
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Feb 2021 - Jul 2023
- Assisting in the operations of 6 high growth financial advisors and their firms - Managed 100+ tasks with a 2-3 business day turnaround including opening investment accounts, insurance policies, client communication, account maintenance, and maintaining calendars - Purchased and maintained office supply inventory while reducing expenses - Organized seasonal events and fundraisers (Including: Alex’s Lemonade Stand, Thanksgiving Can Food Drive, Toy Drive) - Assisting in the operations of 6 high growth financial advisors and their firms - Managed 100+ tasks with a 2-3 business day turnaround including opening investment accounts, insurance policies, client communication, account maintenance, and maintaining calendars - Purchased and maintained office supply inventory while reducing expenses - Organized seasonal events and fundraisers (Including: Alex’s Lemonade Stand, Thanksgiving Can Food Drive, Toy Drive)
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BabysitEase
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United States
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Individual and Family Services
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1 - 100 Employee
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Nanny/Babysitter
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Jan 2017 - Aug 2022
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Hamilton County Job and Family Services
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United States
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Government Administration
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700 & Above Employee
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Quality Assurance Associate/Co-op Student
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May 2018 - Mar 2021
- Responsible for developing process and procedures for Performance Incentives as well as administering incentives and communicating results with placement providers; - Collaborated with QA team to document processes in Visio; - Trained incoming co-op students on basic office automation tools (Outlook and calendar management, OnBase, SACWIS, Identity, Single Sign-On, and Managed Care Partnership); agency standard operations awareness. - Scheduled and coordinated policy development meetings that would occur weekly and monthly Show less
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Gerber Life Insurance Company
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United States
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Insurance
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100 - 200 Employee
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Customer Service Advocate
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Aug 2020 - Feb 2021
- Support customers by handling inquires through multiple channels – inbound calls, outbound interactions, and emails (Calls ranging from 50-75/day) - Assisted customers with processing payments, resolving billing concerns, and handling policy change requests - Helped customer secure insurance coverage by actively selling additional products to ensure they have insurance protection - Reached monthly targets in quality and sales expectations (Achieved above a 95% customer satisfactory goal at all times) Show less
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Victoria´s Secret
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Luxury Goods & Jewelry
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100 - 200 Employee
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Sales Associate
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Aug 2018 - Feb 2020
- Provided excellent customer service and proactively engaged with clients - Processed merchandise to be floor ready and maintained back room and under stock to brand standards - Prepared for each shift by maintaining awareness of all sales, promotions, and applicable ringing procedures - Frequently hitting a goal of opening 3-5 credit cards per shift - Provided excellent customer service and proactively engaged with clients - Processed merchandise to be floor ready and maintained back room and under stock to brand standards - Prepared for each shift by maintaining awareness of all sales, promotions, and applicable ringing procedures - Frequently hitting a goal of opening 3-5 credit cards per shift
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Jim Daria & Associates, Inc.
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Cincinnati, Ohio
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Student Co-op
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Jan 2018 - Apr 2018
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Mary Kay Global
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United States
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Personal Care Product Manufacturing
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700 & Above Employee
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Independent Beauty Consultant
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Mar 2016 - Sep 2017
- Conduct one-on-one client consultations to identify skin care needs and answer questions regarding product line. - Perform facials and makeovers as well as conduct open houses and Mary Kay parties upon request. - Organize and manage client records, inventory and purchases. - Conduct one-on-one client consultations to identify skin care needs and answer questions regarding product line. - Perform facials and makeovers as well as conduct open houses and Mary Kay parties upon request. - Organize and manage client records, inventory and purchases.
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Education
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Mount St. Joseph University
Master of Business Administration - MBA, Business Administration -
Mount St. Joseph University
Bachelor’s Degree, Business Management