Bespoke support for VIP clients. Responsible for full order entry, quotes, and contract negotiation and fulfillment. Duties include:• Lead contact for large accounts, providing personalized service and support in all capacities• Maintains high customer satisfaction with white glove service, engaging in 100+ custom orders per day• Coordinates with sales, vendors, and decoration teams to ensure high-value orders are processed smoothly and efficiently.• Employs multiple client resolution methodologies to resolve issues with little to no oversight or supervision needed• Generates complex orders, fulfills contract engagements, budgeting, replacements, and credits utilizing Excel and CRM

A world leader in customized apparel. Responsible for full order management, client engagement and fulfillment, including:• Manages a workload of 700+ orders per day while maintaining high customer satisfaction and SLA compliance• Coordinates with sales, IT and decoration teams to ensure high value orders are processed smoothing and efficiently• Employs multiple client resolution methodologies to resolve issues with little oversight or supervision needed• Only trained resource in the company able to provide custom order specific proofs requested by clients• Key member of the Success Team who performs outreach and assists users in order management and fulfillment

Led the Westerville office of Edward Jones. Edward Jones is an independent financial advisory services provider with over 14,000 offices. The Branch Office Administrator is the primary point of contact for clients, scheduling, coordinating special events, and office administration. This position requires financial literacy, an understanding of accounting and the stock market system. The Branch Office Administrator:• Provided excellent client service, management of phone calls, and walk in clients.• Managed office expenses and budget, client deposits, processing trades, and other financial transactions• Responsible for ensuring timely response to client questions and preparing for client appointments• Passed SEC industry certifications on cost basis, analysis, stocks, bonds, bookkeeping, budgeting, and accounting.• Recognized as a subject matter expert on Cost Basis and Financial Analysis as well as helped train others in the district