Emily Johnson Email & Phone Number

· Daily operational support within a financial office setting for a team of 10+ advisors· Provide exemplary client service experience through proactive, courteous, and professionalcommunication· Perform account maintenance and financial transactions· Ensure the quarterly preparation and billing of complex client invoices in compliance with firmpolicy· Prepare, analyze, and review data reports· Assist advisors with adopting and implementing new technological platforms and processes· Handle incoming calls, schedule review meetings, company events, and advisor travelaccomodations· Demonstrate proficiency on multiple custodial account platforms and their respectiveprocedures· Assemble and distribute marketing material to client and advisor prospect databases· Update and manage company website and social media content· Record and archive all correspondence, paperwork, and client communication in accordancewith compliance requirements· Maintain and order supplies· Various other tasks and projects as assigned

Remote

· Provide relevant and professional articles for clients and their websites · Conduct topic research and adhere to strict project deadlines · Effectively communicate in a variety of voices and tones · Verified mastery of the English written language, including grammar and formatting· Ability to work responsibly, independently and deliver creative, original, and quality content

Colorado

· Actively manage a team of 25+ individuals in a large, 24/7 Emergency/Specialty Veterinary Hospital · Relative departments include Client Care, Call Center, Medical Records, Accounts Receivable and Inpatient Account Representatives· Hiring Manger for Client Care Team · Review applicant resumes, conduct phone screenings and on-site interviews· Ensure proper onboarding and training of all employees · Monitor timecards and approve PTO · Be intimately familiar with and expertly perform all duties of a Client Care Representative and Call Center Liaison · Perform annual performance reviews and devise performance improvement plans when necessary · Project Manager – TelMedIQ 2-way communication system -Oversaw all phases of development, from initial pilot to final execution -Administered hospital-wide needs-assessment and researched appropriate solutions -Defined project goals, risks, workflow expectations and associated costs -Developed and presented formal proposal for hospital-wide communication system -Collaboratively worked with and trained departmental supervisors and team members to ensure successful implementation -Developed and executed implementation strategy· Evaluate, amend, and implement any hospital policies or protocols· Track and compile data from call center reports · Balance and close batch totals for daily financial reports · Work closely with clinical departments and their corresponding supervisors to ensure operational stability · Coordinate and organize monthly team meetings · Provide Client Care Team with continuing education opportunities · Manage escalated client concerns and find appropriate resolutions

Colorado

· Ensured all records and paperwork were accurately completed and filed · Coordinated the daily schedule· Responsible for processing tills at the end of the day· Ordered supplies for department · Answered incoming phone calls · Accurately secured and submitted large-sum deposits · Provided superior customer service · Performed daily audits· Assisted in other departments where and when needed

Colorado Springs, Colorado Area

· Proactively engaged customers on the sales floor· Consulted with clients and provided guidance to ensure appropriate purchase of product · Educated customers on seasonal promotions and all ongoing sales opportunities· Responsible for stocking the sales floor and assembling floor displays · Answered all incoming phone calls · Processed all incoming shipments, ensuring product quality · Cleaned and maintained all facilities