As Operations and Client Service Manager, I am responsible for managing and leading our staff and clients through all areas of business operations. This includes obtaining and onboarding new clients, processing contracts, account applications, money transfers, and all things paperwork or asset transfer-related. On the business side, I am responsible for all invoicing and payments received, as well as maintaining SEC compliance updates and materials for the firm. I also act as HR for new staff hires, managing the onboarding and training of the wonderful individuals who join our company.I'm responsible for leading team collaboration meetings, collecting feedback and training staff members on all procedures and technology to ensure each member of our firm is set up to succeed in their role. When needed, I interface with clients via web meeting, phone, or in person to support client needs of all varieties. In general, it is my pleasure and joy to support our wonderful firm and amazing clients through innovating and maintaining our systems to keep the business running smoothly and successfully!Proficiency in the following programs and software: Wealthbox, Wealth Access, Advisors Assisant, Sapphire/Panoramix for FAs, Hubly, Schwab Advisor Services, G-Suite for Business, Microsoft Office (every spreadsheet you can imagine).

As a Financial Advisor Assistant, I directly support our wonderful and skilled Financial Planners with client intake and onboarding, data management, office operations, technology support, and customer service. In this role, I am responsible for maintaining relationships with clients by phone, email, and in person, scheduling and managing appointments, compiling and delivering financial reports, handling financial operational issues with statements and transactions, preparing and maintaining paperwork and client records, as well as responsibly managing sensitive, confidential, proprietary information with utmost discretion. Additionally, I support our internal operations in matters of compliance and cyber-security, training internal employees on compliance procedures and technology changes.

In July 2016, I launched my own small business as a personal assistant and 'girl friday'; I am a jack-of-all-trades who can do anything! My client base varies from small business owners, to mothers of young children, to senior citizens, to busy professionals who don't have enough hours in the day. I assist with any and all tasks anyone needs help with: running errands, private transportation, childcare, home management, housekeeping, pet care/dog walking, hostessing private events, coordinating weddings, organizing office files and documents, general home/office/closet organization and de-cluttering, etc. My goal and my passion is to make life easier by keeping things organized and simplified, and by being the extra set of hands you've always wanted!

As a member of the Quality team, I am responsible for ensuring our Customer Service Specialists are providing the best possible service to Nordstrom shoppers, and that they are meeting the Nordstrom Service Expectations. My regular tasks consist of completing assessment ratings and providing feedback for phone, chat, and e-mail correspondence between Specialists and customers, facilitating trainings to ensure understanding, collecting and organizing data regarding our customer service experience, attending weekly meetings to calibrate and collaborate, and providing direct support to Supervisor's and their teams by reporting monthly statistics and trends, offering coaching, feedback, and kudos.

At Nordstrom.com, I assist anywhere from 50-100 customers a day via phone and/or e-mail with new order placement, exchanges, and replacement orders. I also track orders and packages, process customer financial adjustments, and troubleshoot to resolve all customer service inquiries or issues arising from our website and catalog. Additionally, I provide customers with critical product information that ensures their satisfaction, as well as share fashion trends and recommendations. Beginning May 1st 2014, I took a leadership role as a Mentor for newly-hired Customer Service Specialists. This position allowed me the opportunity to provide additional training, feedback, support, and encouragement to new staff members of the contact center. If I'm not assisting my customers with whatever they need, I am assisting my fellow teammates and supervisors to help them grow in their skills and business.

As Client Service Coordinator, my primary goal and responsibility is to ensure that all clients and their guests have everything they need in order for their business to run as efficiently and successfully as possible. My range of daily operations include handling initial sales calls and assessing client needs, greeting and accommodating guests, organizing office move-ins, arranging furniture, assigning and programming phones and internet services, scheduling and maintaining conference rooms, answering calls on our 6-line switchboard, addressing client concerns in a professional and timely manner, taking inventory of all supplies and maintaining relationships with vendors, word processing, handling accounts receivable, and directly assisting my managers and coworkers with any and all tasks that need to be completed. Additionally, I am cross-center trained at multiple Premier locations; I am continually building relationships and networking with over 300 clients and small businesses, as well as my fellow Premier associates. Whenever necessary, I am responsible for training new administrative staff, familiarizing them with company policy and procedures, and ensuring that they are fully equipped to perform their duties. For the second year in a row, Premier Business Centers has been listed as one of the 5000 fastest growing companies in America by Inc. Magazine. They are one of the leading national operators of executive suites, and provide short or long term private office space and professional secretarial services, allowing their clients to do business in a cooperative environment without having fixed monthly overhead. With full-time, virtual, and temporary office space in over 60 locations across the U.S., Premier clients can work more efficiently and profitably than if they were in traditional space.

As assistant office manager, I assisted the Director of Facilities and Office Manager with the operation of the resort marina office. This included assisting with leasing and property management, heavy customer service, heavy phone answering, invoicing, billing, accounts receivable, rent roll, move-ins, move-outs, supply inventory and ordering, daily operation of marina facilities, and training and oversight of administrative staff.