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The Outlier Project is the leading private membership community for anyone who believes people are a company’s greatest asset.

• Utilize Insightly CRM to ensure all projects are systematically advancing and complete by the deadline.• Reply promptly to all client phone calls and emails. Imperative to remain in close communication with the client throughout the entire process of the project.• Interact with clients nearing project conclusion to ensure satisfaction. • Responsible for collecting and processing the final payment of the project.

• Apply knowledge of brokerage operations to support multiple financial advisors within the Morgan Stanley branch.• Process client requests, utilizing attention to detail to assure completion in an accurate and prompt manner.• Prepare monthly and quarterly financial summaries for client meetings.• Expedite client disputes, providing steadfast resolutions.

• Manage and administer the department’s SharePoint site, which acts as a crucial center for project management, documentation storage and team communication.• Train managers and supervisors on the firm’s risk software to ensure they are maximizing the tool to improve business polices and procedures across the entire organization.• Coordinate and lead monthly and quarterly meetings with members of executive and upper management. Ensure all current and future ventures are well coordinated and implemented properly to assure completion. • Analyze risk matrix to identify top-tier threats to the frim. Deliberate with team members regarding operational policies and procedures and ensure there is an established disaster recovery plan in place.

• Utilize CRM system to manage between 50-60 cases daily and interact with clients leading to improved productivity and the completion of client requests by the close of the business day.• Field 20-30 phone calls a day from our advisors and service center, responding to inquiries and providing high-touch client services.• Respond to 30-40 emails daily in a prompt and precise manner.• Train clients and new employees on the main technical systems via in person sessions and web conferences leading to increased productivity and efficiency.• Augment training and brokerage operations knowledge to drive client results and develop intuitive resolutions.

• Creating and managing client accounts using our CRM system improving client communications and satisfaction resulting in a direct increase in sales and revenue for the company. • Seeking new and innovative ways to attract additional clientele through various marketing and promotional campaigns leading to an increase in advertising for the company, ultimately providing substantial growth in their sales revenue. • Coordinating the implementation, operation and management of multiple projects throughout the retail store locations in order to further enhance the appeal and design of the retail stores, gaining the addition of new clients and the retention of current clients.• Being the main point of contact for escalated client issues that requires creative and unique solutions to attain the highest level of client satisfaction leading to a superior client experience and yielding continuous sales.

• Promoted a strong, nurturing and safe environment for campers• Planned and executed activities while providing children with opportunities to grow and develop• Lead a variety of activities on a daily basis to promote independent and collaborate learning• Interacted with staff members to achieve a cohesive group environment for campers• Made use of strong organization skills to provide campers with structured and regulated activities

• Assisted customers with questions and purchases• Constructed new clothing displays, as well as, maintain a neat and appealing store front• Applied critical thinking to solve various customer service issues and concerns• Managed multiple tasks and objectives while still providing superb customer service