▪ Maintaining clientele while providing knowledgeable information and supporting client experience, retention of clients, participating as needed on client conference calls and meetings▪ Average sale of stock plans averaging USD 120,000 to USD 600,000.▪ Identify and assist with Firm’s services and solution to support client’s unique needs while deescalating and providing resolution.▪ Account management of 50-60 calls per day resulting in account activations and closures, transfer of shares – internal and external, researching activities related to client’s inquiries.▪ Connecting clients with Morgan Stanley Financial advisor, conducting 15-20+ sales a month▪ Onboarding and maintaining a client's account, including collecting client’s information and requiring documentation.▪ Assisting with web guidance and other Morgan Stanley tools (MS Tools, MS Debit Cards, MS Checking Accounts, etc.)▪ Escalating/prioritizing workflows to associates on other teams as well as responding to intradepartmental requests; becoming a primary escalation contact for new and existing relationships▪ Helping clients understand rationale behind their calls & to avoid repeated questions/calling back to produce a constant 100% customer satisfaction rate

- Booking hotel, cruise, activities, rentals cars to homes- Communicating with clients of needs and wants- Taking payments- Researching and details of the surrounding properties- Budgeting

- Provide detailed hair and makeup touch ups throughout the day- Assist hair/makeup artist for film, special occasion, and photoshoot- Style upon request of consistent physical appearances during interviews- Provide day and evening looks to a different variety of clients for special occasions - Collaborate with partner/partners to create different looks for clients in film/editorials

- Meet quarterly goals and sales by rebooking and product recommendations - Stay educated with latest trends using visuals and verbal explanations - Understand and deliver on customer’s hair wants and needs

- Create a serene, high end luxurious experiences and environment for clients- Establish and maintain a strong relationship client base to generate long term business

- Reschedule and book appointments for clients and senior stylists Restock and organize products- Maintain stylist chemical logs and update new data- Greet and check in guest at front desk

- Assist senior staff with sales and productions- Complete tasks related to the advertising department- Develop marking strategies- Manage inventory for office supplies- Help campaigns- Uploading and scan documents

- Manage, maintain, and oversaw up to 10 employees to maintain Kumon guidelines daily Educator taught students from Pre-K through 12- Proficient in multitasking and quick identification, classification, and correction- Manage inventory for center supplies