Morgan Grimes Email & Phone Number

Bellevue, Wa

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Greater Seattle Area

Responsible for the management of sales through Golf Management Groups, assigned key accounts, and International Golf partners. Support and oversee these business segments to enable the U.S. Golf sales force and International partners to successfully drive business in their markets. Build and strengthen key partnerships with targeted Golf and International accounts.Manage integration of International Distributor buys working directly with Inventory Management & Customer Service to ensure on-time delivery to customer. Oversee seasonal buys with International Licensees and factory partners.Maintain an active voice and involvement in the creation of seasonal product and marketing materials as a representative of both International golf and domestic market driven needs.

Greater Seattle Area

Facilitate requests from key customers and rep base which includes basic customer service requests, marketing requests, etc. Track monthly and quarterly reporting of assigned accounts. Work with other departments inside company on seasonal projects. Work with Director of Sales on preparation of various projects including key trade shows, partner visits, Golf sales meetings, tour events, major championships and other key customer events.

Bellevue, Wa

Provided administrative support to the top producer at KMS Financial Services, Inc., managing a total of over $350 million. Facilitated paperwork for all annuity and mutual fund business for over 750 clients, fostered client relationships by remaining in contact with clients and handling their service needs including distributions, beneficiary updates, tax cost basis questions, as well as general inquiries.Responsible for the application & transfer/rollover/liquidation process involving all types of accounts.Identified prospective business opportunities; calls for a wide degree of critical thinking and knowledge.Optimized client relations & retention by maintaining a thorough understanding of client’s accounts and investment objectives. Accountable for accurate financial statements and reports.Liason between financial advisor, current and prospective clients and outside vendors.Identified and successfully introduced workflow improvements.

Bellevue, Wa

Proactively monitored and ongoing service of existing accounts.Processed withdrawal requests, income plans, beneficiary changes, tax inquiries & closing of accounts.Researched and solved client needs and inquiries; handled all service needs in a timely manner.Managed marketing campaigns by maintaining, updating & distributing email campaigns to clients.

Bellevue, Wa

Compliance Specialist.New / Ex Client Procedures.

Seattle, Wa

Supported multiple sales representatives with daily operational tasks.Coordinated brand focused mailing for key markets.Assisted with the creation and production of specialized marketing presentations.