Support multiple Morgan Stanley financial advisors, handling both the operational and administrative side of their businessMaintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to dateConduct outreach to maintain strong relationships with client base and identify firm services and solutions, such as digital, online access and cash management offerings that support clients’ needsOnboard new client accounts, which includes the collection of required documentation and client information

Deliver quality service to Voya plan participants, building trust and confidence to reach retirement goalsCritically analyze account data, educating and providing unique solutions to participants of employer sponsored retirement plans, including 401(k)s, 401(a)s, 403(b)s, 457s, etc.Apply consultative skills to identify prior workplace plans and other outside investments, offering suitable solutions to acquire, retain, and develop Voya assetsResolve complex customer issues, and troubleshoot discrepancies relating to transaction processing, compliance and regulatory issues

Planned and developed large-scale travel and event packages as part of international group conventions. Regularly interfaced with top clients, overseas destination management companies, and hotel management to ensure quality and consistency of company products. Led large-scale group projects, executing logistics planning and on-site inspection teams for conventions totaling 2,000 passengers to Australia, 6,000 passengers to Poland and 3,200 passengers to FranceDeveloped marketing materials, writing and editing travel brochures and documents for tour packages, client presentations, and online materials. Primary on-site coordinator and liaison with clients, communicating on daily basis to align logistics and planning, as well as ensure efficient daily operations and resolve any issues.

Researched and resolved complex ticket issues, and worked with buyers and sellers to gather required information and provide follow-upExecuted customer-facing activities, including sales, account management, and payment processingProvided enhanced customer engagement, driving increased sales, loyalty, and customer satisfaction through positive brand positioning. Executed needs assessments, identifying customer needs while breaking down complex processes and procedures, clearly communicating parameters of solutions, and advising on customer-initiated processes. Identified discrepancies within listings and orders, resolving potential issues before they occurred

Researched and resolved complex ticket issues, and worked with buyers and sellers to gather required information and provide follow-upExecuted customer-facing activities, including sales, account management, and payment processingProvided enhanced customer engagement, driving increased sales, loyalty, and customer satisfaction through positive brand positioning. Executed needs assessments, identifying customer needs while breaking down complex processes and procedures, clearly communicating parameters of solutions, and advising on customer-initiated processes. Identified discrepancies within listings and orders, resolving potential issues before they occurred

Planned and developed large-scale travel and event packages as part of international group conventions. Regularly interfaced with top clients, overseas destination management companies, and hotel management to ensure quality and consistency of company products. Led large-scale group projects, executing logistics planning and on-site inspection teams for conventions totaling 2,000 passengers to Australia, 6,000 passengers to Poland and 3,200 passengers to FranceDeveloped marketing materials, writing and editing travel brochures and documents for tour packages, client presentations, and online materials. Primary on-site coordinator and liaison with clients, communicating on daily basis to align logistics and planning, as well as ensure efficient daily operations and resolve any issues.

Assisted customers daily, qualifying inbound client requests and generating group/meeting leads for corporate, government, and leisure accounts for 530+ hotels worldwideCreated proposals and closed sales through collaborating with clients regarding convention and accommodation requirements, and working closely with sales teams and hotels Partnered with team members to develop spreadsheet system for tracking and closing leads, ensuring timely and accurate follow-up with customers

Assisted customers daily in selecting accommodations at five-star resort and member of The Leading Hotels of the World Provided initial contact to elite clientele regarding room availability for individuals and groups Worked closely with management and employees to reach revenue goals and maintain market share

Assisted Human Resources staff with the application process for candidates applying for positions at the Marriott Hotel in Springfield, MA, including conducting personal interviews, data entry, mailing notifications, filing, etc.