Lexi Hartman
Client Experience Coordinator at MONECO Advisors- Claim this Profile
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Topline Score
Bio
Credentials
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Real Estate Salesperson
Housatonic Community CollegeApr, 2021- Nov, 2024
Experience
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MONECO Advisors
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United States
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Financial Services
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1 - 100 Employee
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Client Experience Coordinator
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Sep 2022 - Present
- Manage the company phone line and direct inquiries - Event panning & coordinating - Manage and maintain high quality client care - Scheduling - General office administrative duties & responsibilities - Manage the company phone line and direct inquiries - Event panning & coordinating - Manage and maintain high quality client care - Scheduling - General office administrative duties & responsibilities
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William Pitt Sotheby's International Realty
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United States
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Real Estate
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700 & Above Employee
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Real Estate Agent
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Apr 2021 - Present
Perform the duties and tasks as a referral Real Estate Agent. Perform the duties and tasks as a referral Real Estate Agent.
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SpringPath - College Match
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United States
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Education Management
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1 - 100 Employee
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Marketing & Event Coordinator
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Feb 2022 - Jun 2022
• Managed all social media platforms and created a pipeline of relevant content to be posted on a daily basis • Identified target audiences and evaluated current trends • Created and maintained a positive working relationship with school counselors, college recruiters, vendors, and team members • Secured SpringPath hosted event venues & executed all aspects of networking events and the regional college fair • Operated within the budget for all events and negotiated cost efficiently with vendors • Handled customer concerns positively and effectively with outstanding interpersonal and communication skills • Accounted for and maintained promotional material/inventory and replenished when needed Show less
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Key Realty of Connecticut, LLC
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Milford, Connecticut, United States
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Office Administrator & Referral Coordinator
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Nov 2020 - Jan 2021
• Assisted customers and clients by answering phones and directing inquiries if needed • Created and organized physical and online files routinely • Actively utilized Microsoft Office to schedule meetings, and efficiently manage the broker’s calendar • Assisted customers and clients by answering phones and directing inquiries if needed • Created and organized physical and online files routinely • Actively utilized Microsoft Office to schedule meetings, and efficiently manage the broker’s calendar
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Ymca Of Stratford
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Child Care Teacher
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Feb 2016 - Mar 2020
• Utilized strong communication skills to keep close contact between each parent and with the main YMCA branch • Created and organized physical files for each child while updating them regularly • Responsible for site set-up each day to prepare for the day’s activities • Supervised 40 children between the ages 5-12 • Assisted with homework, lead activities, and resolved conflicts between children, staff and parents • Collaborated within a team to develop enriching activities • Utilized strong communication skills to keep close contact between each parent and with the main YMCA branch • Created and organized physical files for each child while updating them regularly • Responsible for site set-up each day to prepare for the day’s activities • Supervised 40 children between the ages 5-12 • Assisted with homework, lead activities, and resolved conflicts between children, staff and parents • Collaborated within a team to develop enriching activities
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YMCA Camp Mohawk, Inc.
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United States
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Recreational Facilities
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1 - 100 Employee
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Head Counselor
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Jun 2015 - Oct 2019
• Facilitated the arrival of 200 campers, ran meet & greets and directed families • Supervised up to 15 children 24/7 between the ages of 7-15 • Created and implemented lesson plans, lead group and individual activities • Managed junior counselors and counselors in training • Conferenced with parents and other staff members when needed as issues developed • Directed tours for potential campers during the off season • Facilitated the arrival of 200 campers, ran meet & greets and directed families • Supervised up to 15 children 24/7 between the ages of 7-15 • Created and implemented lesson plans, lead group and individual activities • Managed junior counselors and counselors in training • Conferenced with parents and other staff members when needed as issues developed • Directed tours for potential campers during the off season
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Education
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Housatonic Community College
Associate of Science - AS, General Business