Michelle Morrison Email and Phone Number
Michelle Morrison is a Operations and Client Relationship Manager at Mainsail Financial Group. She is proficient in Spanish.
Mainsail Financial Group
View- Website:
- mainsailfg.com
- Employees:
- 13
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Operations And Client Relationship ManagerMainsail Financial GroupBothell, Wa, Us -
Operations/Client Relationship ManagerMainsail Financial Group Jul 2022 - PresentBellevue, Washington, United States• Successfully oversaw two custodial conversions and one acquisition, managing all operational aspects and ensuring a smooth client transition throughout each phase.• Oversee the day-to-day operations of the firm, including administrative tasks, client onboarding, transaction processing, and account management.• Ensure clients receive high-quality service by managing client communications, resolving issues, creating and implementing client appreciation events and initiatives, and addressing inquiries in a timely and professional manner• Collaborate with senior management to develop and execute strategic initiatives and business plans involving contributing insights into operational capabilities, resource requirements, and risk factors.• Manage relationships with external vendors and service providers to ensure that the firm's operational needs are met effectively and cost-efficiently.• Identify opportunities to streamline operations, reduce costs, and improve efficiency.• Develop and conduct employee onboarding training programs to enhance employee skills and knowledge• Foster a positive work environment through effective employee relations and conflict resolution• Manage calendars, schedule meetings, and coordinate travel arrangements for senior management• Facilitate effective communication and maintain positive relationships within the organization• Promote a culture of accountability, professionalism, and ethical behavior across the organization -
Administrative AssistantMainsail Financial Group Feb 2022 - Jul 2022Bellevue, Washington, United States• Serve as the first point of contact for incoming calls, screening and directing them to the appropriate person or department.• Manage the schedules of senior leadership, schedule meetings, appointments, and travel arrangements as needed.• Maintain accurate records, databases, and filing systems, as well as entering and updating information as required.• Interact with clients, customers, or visitors, providing assistance, information, or directing inquiries to the appropriate person or department.• Provide support with various projects, including researching information, compiling data, and preparing reports or presentations. -
General ManagerPlanet Fitness Feb 2021 - Dec 2021Woodinville, Washington, United States• Recruit, hire, train and develop a high performing staff consisting of Assistant Managers, Member Service Representatives, and Trainers• Create and maintain a welcoming atmosphere for all members, prospective members and guests and ensure staff follows superior customer service guidelines• Schedule staff and ensure all shifts are covered• Lead by example and maintain consistent accountability for direct reports by training and coaching, ensuring adherence to PFs values and goals• Administration and processing of all weekly/bi-weekly employee payroll• Resolve employee issues or concerns• Manage disciplinary/termination activities• Involved in all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions, check members into the system, new member sign-up, take prospective members on tour, facilitate all member requests, issues and questions• Oversee cleanliness and maintenance of facility including taking responsibility for largest section of cleaning daily• Ensure safety of employees, members and club property• Determine and communicate equipment repair in a timely manner• Manage marketing efforts by ensuring that staff is aware and trained on all marketing promotions• Authorize expenditures and refunds• Prepare all HR related forms and send to Corporate Payroll Team• Track statistics and reports (weekly, monthly, annually) -
Assistant General ManagerPlanet Fitness Nov 2019 - Feb 2021Woodinville, Washington, United States• Assist in recruiting, hiring, training and developing a high performing staff consisting of Member Service Representatives and Trainers• Assist in maintaining a welcoming atmosphere and ensure staff follow superior customer service guidelines• Assist in scheduling and supervising staff• Assist in resolving or escalating employee issues or concerns -
Community Engagement And Special Events CoordinatorWashington Autism Alliance And Advocacy Jan 2019 - Aug 2019Redmond, Wa• Provide coordination for successful event management through planning, promoting, and execution of all organizational events, fundraisers, workshops, board meetings, professional development and education programs with care, precision, and professionalism• Assist with auction procurement, data entry, volunteer cultivation and management, shipping/transport of event related supplies, placing orders for event materials, check-in and registration, record keeping, trend research, donor correspondence, and marketing assistance• Recruit, train, manage, and build long lasting relationships with event volunteers -
Site Manager For The Free Tax Preparation CampaignUnited Way Of King County Nov 2018 - Apr 2019Greater Seattle Area• Oversaw preparation of tax returns by volunteers and confirm all returns are accurate• Provide exceptional support to volunteers and customer service to clients coming into the site, resolving issues, and making sure clients receive all the services for which they are eligible• Help facilitate training over 1000 volunteers learn how to accurately prepare tax returns -
Fundraiser For The Annual Giving CampaignUnited Way Of King County Sep 2018 - Dec 2018Greater Seattle Area• Managed an account portfolio of over 40 organizations• Created individualized campaign strategies for each account that focused on growing and retaining employee giving efforts by providing unique fundraising strategies and volunteer support • Represented United Way at campaign events and publicly spoke to employees in an effort to motivate and educate company volunteers on the value of giving to United Way• Maintained thorough and timely documentation of account activities in United Way’s constituent relationship management (CRM) database -
Americorps Member On The Fuel Your Future TeamUnited Way Of King County Sep 2017 - Aug 2018Greater Seattle Area• Create and launch a sustainable breakfast model through the Breakfast After the Bell program in a high need school within King County that will increase student’s access to breakfast• Decrease food insecurity within the school by connecting with stakeholders and the surrounding community• Develop an Afterschool Meals program at a local library during the summer and school year• Devise and manage Family Market Nights designed to decrease food insecurity through fun nutrition education for the students, bringing in community partners and public benefits, and by working with PCC or Tilth to bring in fresh groceries families can bring home from the event• Collect data to help our team evaluate the impact of the Nutrition Hub model• Teach and promote healthy eating habits through nutrition education• Manage a team of 30+ volunteers to help serve free summer meals at parks and libraries throughout King County -
Student EmployeeSouthside Dining Center Aug 2014 - Aug 2017Pullman, Wa• Communicate directly with customers regarding their needs while reporting back to management staff regarding customer's concerns• Work independently and with other staff• Manage customer transactions as a cashier• Prepare and stock food and beverages• Maintain a clean and sanitary work area
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Vice President Of FinanceWashington Beta Chapter Of Pi Beta Phi Dec 2015 - Dec 2016Pullman, WaElected into this position, I was responsible for all financial upkeep of the chapter.• Maintain financial upkeep of the chapter by paying the bills of the chapter house• Educate the chapter of their dues and work with members to make sure they continue to make payments to the chapter on time• If payments are continually late, inform members of their delinquency and send the member to Collections• Work with members of the Executive Board to run events for the chapter and community• Create and maintain the chapter's $770,700 budget for the fiscal year • Train the next Vice President of Finance
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Retail Sales Associate (Cashier)Babies R Us Jun 2014 - Aug 2015Lynnwood, Washington• Assist guests (clientele including expectant mothers, gift givers, and children) in locating specific items in the store. • Check out guests in a timely, efficient and friendly manner• Offer deals to our guests such as our rewards program, donations to fight childhood cancer and a Babies R Us master card -
Courtesy ClerkSafeway Sep 2011 - Jul 2013• Provide superior customer service• Keep the store presentable and welcoming• Be sure every customer has a positive experience while shopping• Bag groceries and maintain cleanliness of store's appearance -
Editor In ChiefHawkeye Jun 2010 - Jun 2013Mountlake Terrace, Wa• Work with team to: brainstorm concepts, supervise the organization, maintain a professional manner while making ethical decisions• Create unique and presentable layouts using Adobe InDesign and Adobe Photoshop• Work with staff and provide helpful critiques with writing and editing articles• Raise funds through community businesses and plan events
Michelle Morrison Education Details
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Washington State UniversityPsychology -
Mountlake Terrace High SchoolStudent
Frequently Asked Questions about Michelle Morrison
What company does Michelle Morrison work for?
Michelle Morrison works for Mainsail Financial Group
What is Michelle Morrison's role at the current company?
Michelle Morrison's current role is Operations and Client Relationship Manager.
What schools did Michelle Morrison attend?
Michelle Morrison attended Washington State University, Mountlake Terrace High School.
Who are Michelle Morrison's colleagues?
Michelle Morrison's colleagues are Mackenna Mcclone, Jenn Haskins, Felicia Fly.
Not the Michelle Morrison you were looking for?
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Michelle Jarrard
Atlanta Metropolitan Area3mckinsey.com, lazard.com, biocircuit.com -
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Michelle Morrison
San Francisco, Ca -
Michelle Morrison
Barboursville, Wv2bsu.edu, gmail.com2 +141981XXXXX
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Michelle Morrison
Executive Mba Global Engagement @ Northwestern | Transformative Learning Experiences, Global NetworksMiami, Fl
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