Julia Cason

Client Service Specialist at Continuum Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Tampa, Florida, United States, US
Languages
  • English -

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Bio

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5.0

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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.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Specialist
      • Jul 2023 - Present

    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Cat Sitter
      • Aug 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Specialist | Associate Financial Representative
      • 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)

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Nanny/Babysitter
      • Jan 2017 - Aug 2022

    • United States
    • Government Administration
    • 700 & Above Employee
    • Quality Assurance Associate/Co-op Student
      • 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

    • United States
    • Insurance
    • 100 - 200 Employee
    • Customer Service Advocate
      • 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

    • Luxury Goods & Jewelry
    • 100 - 200 Employee
    • Sales Associate
      • 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

    • Student Co-op
      • Jan 2018 - Apr 2018

    • United States
    • Personal Care Product Manufacturing
    • 700 & Above Employee
    • Independent Beauty Consultant
      • 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.

Education

  • Mount St. Joseph University
    Master of Business Administration - MBA, Business Administration
    2019 - 2020
  • Mount St. Joseph University
    Bachelor’s Degree, Business Management
    2015 - 2019

Community

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