Michelle Morrison
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Michelle Morrison Email & Phone Number

Operations and Client Relationship Manager at Mainsail Financial Group
Location: Bothell, Washington, United States 14 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Operations and Client Relationship Manager
Location
Bothell, Washington, United States
Company size

Who is Michelle Morrison? Overview

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Quick answer

Michelle Morrison is listed as Operations and Client Relationship Manager at Mainsail Financial Group, a with 13 employees, based in Bothell, Washington, United States. AeroLeads shows a matched LinkedIn profile for Michelle Morrison.

Michelle Morrison previously worked as Operations/Client Relationship Manager at Mainsail Financial Group and Administrative Assistant at Mainsail Financial Group. Michelle Morrison holds Bachelor Of Science - Bs, Psychology from Washington State University.

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Mainsail Financial Group

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Profile bio

About Michelle Morrison

Michelle Morrison is a Operations and Client Relationship Manager at Mainsail Financial Group. She is proficient in Spanish.

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Michelle Morrison's current company

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Mainsail Financial Group
Mainsail Financial Group
Operations and Client Relationship Manager
Bothell, WA, US
Website
Employees
13
AeroLeads page
14 roles

Michelle Morrison work experience

A career timeline built from the work history available for this profile.

Operations/Client Relationship Manager

Current

Bellevue, 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

Jul 2022 - Present

Administrative Assistant

Bellevue, 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.

Feb 2022 - Jul 2022

General Manager

Woodinville, 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)

Feb 2021 - Dec 2021

Assistant General Manager

Woodinville, 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

Nov 2019 - Feb 2021

Community Engagement And Special Events Coordinator

Redmond, 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

Jan 2019 - Aug 2019

Site Manager For The Free Tax Preparation Campaign

Greater 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

Nov 2018 - Apr 2019

Fundraiser For The Annual Giving Campaign

Greater 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

Sep 2018 - Dec 2018

Americorps Member On The Fuel Your Future Team

Greater 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

Sep 2017 - Aug 2018

Student Employee

Southside Dining Center

Pullman, 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

Aug 2014 - Aug 2017

Vice President Of Finance

Washington Beta Chapter Of Pi Beta Phi

Pullman, Wa

Elected 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

Dec 2015 - Dec 2016

Retail Sales Associate (Cashier)

Lynnwood, 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

Jun 2014 - Aug 2015

Courtesy Clerk

• 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

Sep 2011 - Jul 2013

Editor In Chief

Hawkeye

Mountlake 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

Jun 2010 - Jun 2013
Team & coworkers

Colleagues at Mainsail Financial Group

Other employees you can reach at mainsailfg.com. View company contacts for 13 employees →

2 education records

Michelle Morrison education

Bachelor Of Science - Bs, Psychology

Washington State University

Graduated, Student

Mountlake Terrace High School

Activities and Societies: Advanced Journalism

FAQ

Frequently asked questions about Michelle Morrison

Quick answers generated from the profile data available on this page.

What company does Michelle Morrison work for?

Michelle Morrison works for Mainsail Financial Group.

What is Michelle Morrison's role at Mainsail Financial Group?

Michelle Morrison is listed as Operations and Client Relationship Manager at Mainsail Financial Group.

Where is Michelle Morrison based?

Michelle Morrison is based in Bothell, Washington, United States while working with Mainsail Financial Group.

What companies has Michelle Morrison worked for?

Michelle Morrison has worked for Mainsail Financial Group, Planet Fitness, Washington Autism Alliance And Advocacy, United Way Of King County, and Southside Dining Center.

Who are Michelle Morrison's colleagues at Mainsail Financial Group?

Michelle Morrison's colleagues at Mainsail Financial Group include Jenn Haskins, Mackenna Mcclone, and Felicia Fly.

How can I contact Michelle Morrison?

You can use AeroLeads to view verified contact signals for Michelle Morrison at Mainsail Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Michelle Morrison attend?

Michelle Morrison holds Bachelor Of Science - Bs, Psychology from Washington State University.

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