Securities and insurance licensed financial services professional with excellent customer service, interpersonal, research and analytical skills. I am motivated by inquiries from clients and colleagues and the perpetual research to acquire industry expertise. My primary goal has always been and always will be to impress timely and accurate service as means to become the sought-out friendly professional. Proficient in Microsoft Office, Salesforce, Wealthscape and Envestnet, fluent in French.
Schmidt & Associates, A Private Wealth And Advisory Practice Of Ameriprise Finan
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Client Service ManagerSchmidt & Associates, A Private Wealth And Advisory Practice Of Ameriprise FinanGreen Bay, Wi, Us
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Client Service ManagerSchmidt & Associates, A Private Wealth And Advisory Practice Of Ameriprise Financial Services, Inc. Feb 2018 - PresentGreen Bay, Wisconsin AreaClient Service Manager / Office Manager / Paraplanner at Schmidt & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
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Licensed Office ProfessionalThrivent Financial Aug 2016 - Jul 2017Mechanicsburg, PaSecurities and insurance licensed office professional for Michael P. Smith. -
Licensed Insurance AgentCombined Insurance United States Feb 2016 - Jun 2016Mechanicsburg, PaProspect and qualify commercial and residential clients, service and develop active clients. -
Customer Service RepresentativeBank Mutual Oct 2014 - Jun 2015De Pere, WisconsinProvide exceptional customer service while processing customer transactions, generate leads and referrals to promote bank products and services, exceeded personal and team sales goals. -
March For Babies CoordinatorMarch Of Dimes Apr 2014 - May 2014Green Bay, Wisconsin AreaRecruited sponsors, donors, volunteers and participants for fundraising events, harmonized committee members to achieve fundraising and event goals, collaborated with mission volunteers and media sponsors to promote events, created online and print materials. -
Business Development SpecialistGreen Bay Botanical Garden Jun 2013 - Feb 2014Green Bay, Wisconsin AreaPenetrated corporate market and developed new rental and event sponsorship business, promoted new services at local networking events and meetings, coordinated corporate event management, created electronic and printed marketing materials. -
AssistantBladins International School Apr 2009 - Dec 2011Malmo, SwedenAssisted elementary educators, managed multiple projects facilitating International Baccalaureate Organization, assisted students with English language acquisition, organized Scholastic Book Fair, and initiated program enhancements.
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CoordinatorYmca Of The Greater Twin Cities Aug 2005 - Nov 2008Woodbury, MnLed interactive program for youth between 4 and 10; worked with co-workers to asses outcomes, resolve parental concerns, and provide exceptional customer service aligned with organization's core values. -
SupervisorLifetime Fitness Jul 2005 - Nov 2008Woodbury, MnSupervised staff, scheduling rotating breaks, delegating tasks, and assigning work zones throughout child care area; modeled company values to retain current customers. -
Independent ContractorHome Educators Resource Organization Aug 2005 - Jun 2008Forest Lake, MnTaught French, Math and Literature courses, between grades 4 and 9 for a non-profit homeschool cooperative. Managed textbook selection and coordinated enrichment events, activities and field trips to destinations, including French restaurant, designed to improve linguistic skills.
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Branch ManagerProfessional Resource Office Solutions, Inc. Nov 1999 - Dec 2002ChicagoPenetrated market and developed business, securing office space, establishing territory and implementing internal policies and standards for medical staffing services. Handled human resource operations, recruited and trained office staff, created procedural manual, and evaluated productivity, resulting in territorial growth. Mentored inside recruiting staff to drive profitability and customer retention; acquired prospects through diligence and advertising.
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Account ExecutiveStaffing Consultants, Inc. Nov 1997 - Jun 1999Touhy, IllinoisGrew existing clients and prospected new business for clerical staffing in Northwest Chicago territory, created and presented strategic sales proposals, mentored inside recruiting staff to drive profitability and optimize customer retention, partnered with recruiting sources to attract quality personnel, tailored custom advertising to serve customers' special project needs.
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Account ExecutiveSnelling Nov 1996 - Nov 1997Chicago, IllinoisQualified leads and prospected new business for clerical staffing in the Chicago loop territory, prepared and presented strategic sales proposals, mentored inside recruiting staff to optimize profitability and customer satisfaction. -
National Accounts CoordinatorChamberlain Mar 1993 - Nov 1996Elmhurst, IllinoisAnalyzed and cultivated national accounts for growth, qualified leads and established new customers, coordinated quotations and proposals, promoted synergy with Canadian clientele and American headquarters through French-speaking communication and interpersonal skills, shared product knowledge at trade shows and conducted training seminars in French and English.
Selese Anderson Skills
Selese Anderson Education Details
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International Business/Linguisitics -
French Language And Literature
Frequently Asked Questions about Selese Anderson
What company does Selese Anderson work for?
Selese Anderson works for Schmidt & Associates, A Private Wealth And Advisory Practice Of Ameriprise Finan
What is Selese Anderson's role at the current company?
Selese Anderson's current role is Client Service Manager.
What schools did Selese Anderson attend?
Selese Anderson attended Illinois State University, Illinois State University, Eureka College.
What are some of Selese Anderson's interests?
Selese Anderson has interest in Children, Economic Empowerment, Environment, Education, Arts And Culture, Health.
What skills is Selese Anderson known for?
Selese Anderson has skills like Series 7, Series 66, Customer Service, International Relations, Data Analysis, French, Language Teaching, Translation, Networking, Event Planning, Nonprofits, Qualifying Prospects.
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