Kelly Vick Email and Phone Number

• Oversee all client service requests, onboard new clients, facilitate complex account openings and transfers between custodians, unwind complicated and straightforward estates• Work closely with advisors to effectively manage client relationships, resolve issues, and achieve goals• Develop and implement workflows for daily operational activities and account tasks• Assist with quarterly billing of accounts, manage and distribute quarterly performance reporting• Assist COO/CCO in managing tech stack including vetting new software, integrations, migrations, and data management

- Plan and implement financial education event programming for the Texas Tech campus- Collect and Analyze data in order to assess program effectiveness- Foster contacts with referral sources within the university- Promote organization through on campus social media, print media, and other information outlets- Educate students through informational presentations on various topics relating to personal finances- Meet with students one-on-one and provide coaching as it relates to their financial situation

- Enter client financial data and developed initial plans for clients in planning software- Assist with multiple administrative and compliance projects- Create and update various marketing materials for client information packets- Work with several top software programs in the financial planning industry- Support Financial Advisors and Operations Manager with day-to-day functions of firm

- Assist guests with check-in, check-out, and various requests- Manage front desk duties including: answer phones, schedule arrivals, give rate information, cancel reservations, process different payment types, etc.- Contributed to new policies and procedures , and created new forms for all front desk personnel

- Assisted members and non-members with transactions, account questions, opening accounts, IRAs, and CDs- Provided outstanding service to members and non-members- Performed various managerial duties in training, branch operations, and reporting- Developed training and procedural material for new tellers

- Processed certificate requests and supplied certificates of insurance for a variety of clients- Used several different PC based systems such as: Lotus Notes Email, Microsoft Word and Excel, PDF printer and Creator, Siebel, and WinCert database on a daily basis- Handled renewal projects