Katie Yuan Email & Phone Number

Fort Collins, Co, Us

Denver, Colorado, United States

• Serve as the primary contact for clients, addressing inquiries and concerns with diligence.• Coordinate and schedule client meetings to ensure portfolio reviews are timely and without delays.• Respond promptly to incoming calls from clients.• Maintain regular and structured communication with clients.• Engage in discussions regarding investment strategies during client interactions.• Keep a close watch on financial markets, ensuring the firm adapts to any changes.• Document every client interaction in the CRM system consistently.• Oversee the Chandler Client Portal, addressing any issues to ensure a seamless client experience.• Compile and deliver comprehensive weekly reports on client interactions and other relevant activities.• Manage the onboarding process for new client accounts in coordination with custodians.

Denver, Colorado, United States

• Assists in developing and maintaining the relationships between clients and the Chandler team• Provides support to the client service team by preparing reports, maintaining the client database, and assisting with the Chandler Client Portal

Fort Collins, Colorado Area

• Provide support to the executive assistant to the dean of the university assisting in daily office needs

Fort Collins, Colorado, United States

• Manage a team of 18-20 student staff for preparation and execution of front desk activities• Allocate Procurement cards daily in Kuali Systems and complete Foundation and Vista reports monthlythrough Vista Plus• Work with a team to manage front desk operations while aiding student and faculty at the university• Update and distribute financial reports for Foundation Gift funding for the Dean, distribute monthly financial statements to Department Directors, research financial transactions with proper documentation, and aid in other fiscal operation projects

Fort Collins, Colorado Area

• Responsible for the upkeep of a variety of domesticated animals• Making sure animals are clean, healthy, and happy• Answered phone calls, scheduled/booked appointments, checking daycare and boarding pets in and out of the facility, filed paperwork and entered customer information into a computer system

Fort Collins, Colorado Area

• Developed great customer service and communication skills through listening and tending to customers’ needs and desires• Trained new employees to understand guest service expectations and restaurant protocols• Helped schedule servers and floor staff as needed• Delivered exceptional, friendly, and fast service within a high stress environment• Accurately recorded orders and served food/drinks to customers