Robin Beach
Client Services Associate at Keen Wealth Advisors- Claim this Profile
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Bio
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Experience
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Keen Wealth 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 Services Associate
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Aug 2019 - Present
Responsible for preparing and processing paperwork to open and maintain client accounts, processing client distributions and contributions and resolving any client or account related issues. Responsible for preparing and processing paperwork to open and maintain client accounts, processing client distributions and contributions and resolving any client or account related issues.
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Waddell & Reed
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United States
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Financial Services
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700 & Above Employee
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Client Services
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Sep 2017 - Aug 2019
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US Security Associates
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1 - 100 Employee
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HR Recruiter
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Jun 2016 - Sep 2017
Reviewed and interviewed applicants, conducted background checks and completed new hire paperwork, reviewed and completed payroll, documented and processed terminations Reviewed and interviewed applicants, conducted background checks and completed new hire paperwork, reviewed and completed payroll, documented and processed terminations
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Assembly of God World Missions
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Religious Institutions
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100 - 200 Employee
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Missionary Services Specialist
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Jun 2014 - May 2016
Managed missionary budgets, assisted in making missionary itineraries, reviewed and approved travel scheduling for missionaries, and liaison for missionaries. Managed missionary budgets, assisted in making missionary itineraries, reviewed and approved travel scheduling for missionaries, and liaison for missionaries.
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Thousand Hills Golf Resort
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United States
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Hospitality
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1 - 100 Employee
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Concierge
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Feb 2012 - Dec 2014
Formed travel itineraries, data entry of sales, analyzed data of sales to determine profit, and approved invoices for payroll based on data analysis. Formed travel itineraries, data entry of sales, analyzed data of sales to determine profit, and approved invoices for payroll based on data analysis.
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Education
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College of the Ozarks
History and Education, History and Education -
Clinton High School