Trust Client Services Representative II

• Feb 2020 - Present

Sales Representative

• Oct 2017 - Feb 2020

•Prospected for customers daily through social media and various websites for sales opportunities •35% positive response rate with $2,000 in sales a week and 95% Customer Satisfaction on survey results •Identified specific products to individual client needs, along with providing consultation to clients and recommendations based on product needs and budgetary limitations •Tracked each order until delivery, and resolves any issues in the process •Monitored progress on orders, providing a “white glove” service to customers Show less

Administrative Assistant

• Jun 2014 - Sep 2017

•Scheduled and coordinated meetings, appointments and travel arrangements for management •Followed up with clients in providing answers and quotes on specific products •Typed documents such as correspondence, expense reports, drafts, memos, and emails; and prepared reports weekly and quarterly for management •Scheduled and coordinated meetings, appointments and travel arrangements for management •Followed up with clients in providing answers and quotes on specific products •Typed documents such as correspondence, expense reports, drafts, memos, and emails; and prepared reports weekly and quarterly for management

Account Manager

• Jun 2013 - May 2014

•Managed the day-to-day needs of the outsourced relationships that were in my book of clients•Maintained the individual client’s needs based on their schedules and Reliance’s processing times•Worked with other departments and oversaw that services were completed within a timely mannerto ensure client needs have been met

Team Lead of Asset Transfers

• Feb 2011 - May 2013

•Promoted after a year timeframe for displaying exceptional completion rates and accuracy•Assisted in hiring and training new employees, along with implementing new processes for the department•Researched and cleared reconciliation for the entire department•Responsible for managing and monitoring higher priority client account transfers•Analyzed client statements to determine the most efficient process for moving client accounts•Designed reports and spreadsheets to monitor the movement of assets for client receipts Show less

Back Office- Atlanta Womens Ob/Gyn

• Oct 2009 - Jan 2011

Created and updated patient profiles, scheduled appointments, processed billing for insurance claims,and accounting for the end of day profits. Created and updated patient profiles, scheduled appointments, processed billing for insurance claims,and accounting for the end of day profits.

Health Associate

• Jan 2009 - Aug 2009

Created new member profiles, performed health assessments for weight loss, and lead group fitness classes. Created new member profiles, performed health assessments for weight loss, and lead group fitness classes.