• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.• Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.• Evaluated client needs and developed tailored solutions to increase positive customer ratings.• Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.

• Set, enforced, and optimized internal policies to maintain responsiveness to demands.• Established positive and effective communication among unit staff of 50 and organization leadership, reducing miscommunications, and missed deadlines.• Developed systems and procedures to improve operational quality and team efficiency by 70%.• Analyzed and reported on key performance metrics to senior management.• Increased profit by 40% by streamlining operations.

• Executed record filing system to improve document organization and management.• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.• Restocked supplies and placed purchase orders to maintain adequate stock levels.• Created and maintained databases to track and record customer data.• Assisted development and implementation of new administrative procedures.

• Gained operational knowledge and supported departmental needs.• Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.• Performed administrative duties and staff support tasks.• Provided clerical support, addressing routine, and special requirements.• Completed research, compiled data, and assisted in timely reporting.