Natalia Hall Email & Phone Number

Portland, Oregon Metropolitan Area

Hired as a client relationship coordinator – and quickly promoted to manager level – for a financial planning and investment firm. Managed all operational aspects of the client relationship, including preparing/processing paperwork, tracking progress in the CRM, executing distributions, closing accounts, and generating business reports. Also directly engaged and built relationships with clients by providing timely answers to questions (via phone, Zoom, and email), resolving issues quickly, and… Show more Hired as a client relationship coordinator – and quickly promoted to manager level – for a financial planning and investment firm. Managed all operational aspects of the client relationship, including preparing/processing paperwork, tracking progress in the CRM, executing distributions, closing accounts, and generating business reports. Also directly engaged and built relationships with clients by providing timely answers to questions (via phone, Zoom, and email), resolving issues quickly, and reaching out proactively. Orchestrated financial advisor meetings, travel, and calendars – often anticipating their needs. Show less

Portland, Oregon Metropolitan Area

Joined a manufacturer of perishable control solutions to service a variety of customers – such as grocery stores, warehouses, wineries, and shipping companies – in placing, tracking, and resolving issues with orders. Built trusting relationships with customers and quickly escalated major issues to the account management team. Also directed office operations, including AR/AP, inventory management, prospect marketing, and event planning. Interacted daily with the company’s senior leadership team.

Portland, Oregon Metropolitan Area

Hired by a nursery school to manage daily activities, build/deliver educational programs, and reinforce positive behavior for 20 children. Collaborated with colleagues to deliver an exceptional student experience, while engaging directly with parents to promote learning and social development.

Prescott, Arizona, United States

Assisted teaching staff by managing day-to-day classroom activities and logistics for 25 students. Ensured a top-notch learning environment by proactively preparing lesson plans/materials and continuously improving processes. Partnered with parents to discuss student progress and implement action plans to either accelerate learning or course correct.