Shelbie Hammer
Client Service Specialist at Lucia Capital Group- Claim this Profile
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English Native or bilingual proficiency
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American Sign Language Professional working proficiency
Topline Score
Bio
Credentials
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Bloomberg Market Concepts
Bloomberg LP
Experience
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Lucia Capital Group
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United States
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Financial Services
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1 - 100 Employee
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Client Service Specialist
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Jan 2017 - Present
-Develop strong on-going relationships with client base through routine email and outbound calls. -Assist advisors in preparing financial plans and conducting meetings with clients. -Provide efficient, friendly, and quality service at all times. -Manage Financial Advisor's calendar and streamline office operations. -Input transactions for client accounts in correspondence with company procedure. -Prepare new business applications and handle all service requests in a timely manner. -Process ACH, journal, and check disbursement requests in compliance with regulatory requirements. Show less
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Osetra Fishhouse
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Greater San Diego Area
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Hostess
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Sep 2014 - Jan 2017
-Provided friendly and welcoming environment for customers. -Promptly served all food courses and beverages to guests. -Handled high volume requests under intense time restrictions. -Provided friendly and welcoming environment for customers. -Promptly served all food courses and beverages to guests. -Handled high volume requests under intense time restrictions.
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Alpha Chi Omega Fraternity, Inc.
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United States
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Non-profit Organization Management
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700 & Above Employee
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Vice President of Finance
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Dec 2014 - Jan 2016
-Controlled an annual budget of $500,000 and allocated funds to proper accounts. -Organized and communicated time management objectives to ensure all team members understood their responsibilities. -Recommended innovative alternatives to generate revenue and reduce unnecessary costs. -Managed 200+ client accounts while providing assistance with daily inquiries. -Assisted executive board with weekly meetings to communicate clear team objectives. -Created, maintained, and entered financial information into database. Show less
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Brandy Melville Pacific Beach
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San Diego, California
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Sales Associate
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Mar 2014 - Oct 2014
-Assisted customers to find desired product while maintaining excellent customer relations. -Optimized exceptional customer service with outgoing and friendly attitude. -Organized store inventory. -Returned all customer's phone calls and inquiries in a timely manner. -Assisted customers to find desired product while maintaining excellent customer relations. -Optimized exceptional customer service with outgoing and friendly attitude. -Organized store inventory. -Returned all customer's phone calls and inquiries in a timely manner.
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Integrity Property Management
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Puyallup, Washington
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Property Management Secretary
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May 2014 - Jul 2014
-Organized tenant files, created transaction checklists, took messages for agents, and other various tasks throughout the office as needed. -Settled customer complaints and concerns with strong verbal and negotiation skills. -Resolved customers’ questions and addressed problems in person and over the phone. -Organized tenant files, created transaction checklists, took messages for agents, and other various tasks throughout the office as needed. -Settled customer complaints and concerns with strong verbal and negotiation skills. -Resolved customers’ questions and addressed problems in person and over the phone.
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Education
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2013 - 2017
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration: Financial Services -
2010 - 2013
Governor John R. Rogers High School
Community
