Sales Support Coordinator
Resume:
Katie Williams
Franklin, Tennessee
*********@*****.***
Qualifications Profile
Versatile, performance-focused, and seasoned professional, offering over 10 years of experience in various aspects of the finance
industry. Adept at coordinating efficiently with diverse individuals such as financial advisors, associates, and leaders; providing
adequate solutions to arising conflicts; and driving optimum results within fast-paced environments. Technically proficient with
Microsoft Word with working knowledge of OneNote and Microsoft Outlook and Excel.
Professional Experience
Capital Group Companies, Irvine, CA
Senior Sales Support Coordinator 2013–Present
- Sales Coordination
Take full charge of strategically leading and coordinating meetings and seminars for regional advisor and investor
Drive efforts to reach out and coordinate with regional leaders at numerous dealer firms to organize events
Capitalize on industry expertise in identifying business prospects by generating reports utilizing Salesforce
Gather information to determine key contacts and areas of opportunities for the company’s Sales Team by making use of various
resources to plan and improve number of meetings for each wholesaler
Develop and execute a business plan in an effort to increase sales within a specified geographic territory while aligned with
national business goals
Collaborate with cross-functional teams, including Marketing, Account Management, Product Development, Web, Sales Management, Legal,
and Compliance
- Relationship Management
Develop and maintain relationship with financial advisors, centers of influences, and key stake holders at various firms including
Wells Fargo, Edward Jones, UBS, Morgan Stanley and Merrill Lynch
Leverage skills in showcasing business relationship management experience in a fast-paced environment
- Administrative Assistance
Render administrative support to two mutual fund wholesalers by identifying prospects for sales events; setting up conference calls;
processing expenses; and working on visit preparation
Assume accountability in following up on team projects and generating business report to guarantee that results are in line with
business plan objectives
Leverage skills in managing third-party vendors throughout the execution of complex events encompassing scheduling, budgets, design,
invites, supplies and, RSVP tracking
Client Services Specialist 2005–2013
- Client Service and Relations
Performed key responsibilities which included answering phone calls from investors financial advisors, and assistants
Administered and processed transactional requests including redemptions and exchanges on investor accounts
Provided assistance in updating numerous internal job aids to further develop processes
Acted as subject matter expert, accountable for handling critical and escalated customer issues for managers
Ensured compliance with industry standards by communicating changes in departmental procedures to a broader group of associates
- Project Management
Functioned as project lead, responsible for developing standard operating procedures related to internal customer identification
verification program
Successfully implemented recommendations, flow, and wording across four US service centers by teaming up with associates, as well as
planning and executing project initiatives and timeline
- Leadership Development
Held responsibility in devising and facilitating training classes for newer associates on complex work types
Education
Bachelor of Arts in Philosophy: 2005
University of California, Irvine Irvine, CA
Graduated magna cum laude Phi Beta Kappa
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