Chelsea Schepp Email & Phone Number

Syracuse, New York, United States

Manlius, New York, United States

Manlius, New York, United States

Client Account Management: - Opening, maintaining, and updating client accounts. - Handling client inquiries and providing account information.Document Preparation: - Collecting and organizing client financial documents. - Preparing forms, applications, and reports for client accounts. - Ensuring compliance with regulatory requirements and internal policies.Data Entry and Record-Keeping: - Entering financial data into computer systems accurately. - Maintaining and updating client records and information. - Generating reports and statements for clients and management.Administrative Support: - Providing general administrative support to financial advisors and other team members. - Scheduling appointments, managing calendars, and coordinating meetings. - Handling incoming calls, emails, and correspondence.Client Communications: - Communicating with clients to gather information or provide updates. - Assisting with client communication materials such as newsletters or statements. - Addressing client inquiries and resolving issues promptly and professionally.Compliance and Regulations: - Ensuring adherence to industry regulations and compliance standards. - Assisting with compliance-related tasks such as client due diligence and documentation. - Participating in training on regulatory changes and updates.Financial Reporting: - Assisting in the preparation and distribution of financial reports. - Reviewing and verifying financial data for accuracy. - Collaborating with financial analysts or managers on financial reporting requirements.

Syracuse, New York, United States

Kirkville, New York, United States

Developed strategic partnerships and managed day-to-day operations.Delivered exceptional customer service and managed sales initiatives.Oversaw the company website, enhancing online presence and user experience.Managed the design, production and distribution of all marketing materials, ensuring brand consistency and accuracy.Developed and implemented effective strategies to improve customer service levels, resulting in an increase in customer satisfaction.Developed and maintained strong customer relationships to gain customer loyalty and referrals.Created innovative designs that effectively communicated the brand’s message to target audiences.Represented the company at events and conferences.

Bachelor Of Fine Arts - Bfa, Interior Design

Activities and Societies: Strong focus in CAD and digital/graphic design

Architecture

Architecture