Experience

Ausperity Private Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Apr 2023 - Present

  Maintain existing client relationships by processing client requests, resolving client inquiries, and ensuring that key client data, compliance requirements and documentation are complete, accurately filed, and up-to-date Onboard new clients by collecting compliant client information, communicating directly with clients to obtain statements and other relevant documents, and completing and sending electronic and hard copy paperwork from third parties Assist with account maintenance and updates by communicating directly with clients and third parties as accountants, attorneys, clients’ family members, insurance/annuity companies, alternative investments, and 529 companies Support team members in daily business practices and projects as administrative updates, obtaining and organizing tax documents, account maintenance updates, data consolidation reports, and compliance documentation Show less



NFI

• United States
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Transportation Management Coordinator

  • Apr 2019 - Mar 2023

  Maintained daily contact with over 500 PA clients to schedule shipments, assigned carriers dependent on Target's weight/size requirements, rectified warehouse issues through direct communication with dispatch, and defined technical issues with the vendor to create workflow solutions Generated daily and weekly reports utilizing Navitrace, 3Gtms, Relay, and Excel to present to NFI managers, Target executives, and the PA crossdock team Increased average weekly on-time pickup percentage from 91% to 95% by providing prompt solutions, managing communication between dispatch and shipping departments, and establishing missed-pickup reason codes Oversaw Target-related EDI reports by identifying stop sequence inaccuracies, reason code displacements, overproduced surcharges, and exporting corrected data Ensured carrier and vendor compliance with company policies and procedures for product transit and delivery Show less



Butcher and Singer

• 1 - 100 Employee

• Hostess

  • Apr 2018 - May 2019

  Greeted and seated patrons by escorting them to their assigned table Communicated delays and offered additional services such as beverages to guests Offered information on menu items, beverages, and specials Accepted and organized reservations through OpenTable Addressed guest requests or complaints and relayed appropriate information to manager Advised servers, bussing staff, and managers of specific service needs Greeted and seated patrons by escorting them to their assigned table Communicated delays and offered additional services such as beverages to guests Offered information on menu items, beverages, and specials Accepted and organized reservations through OpenTable Addressed guest requests or complaints and relayed appropriate information to manager Advised servers, bussing staff, and managers of specific service needs