Sales Customer Service
Resume:
Mary Ellen Norton
Pawlet, VT *5761
******************@*****.***
Manchester Capital Management, Manchester, VT October 2016 – January 2017
Wealth Management Admin - temporary hire
Provide admin support for private wealth management office of 14 employees with three additional U.S. based family offices.
Professionally respond to ultra high net worth client calls and requests.
Schedule daily staff meetings for 24 employees and rotating topics using Tamarack CRM and Outlook, lead multiple daily Skype and Polycom meetings for four offices.
Process expense reports in Excel for input to Peachtree accounting, along with weekly bill pay. Track office vacation scheduling and reporting. Process mail and invoicing.
Authentic Designs, W. Rupert, VT August 2016 – October 2016
Office Manager – temporary hire
Source and track online sales as well as custom designer projects for handbuilt antique reproduction lighting manufacturer.
Create accurate job specific custom invoicing using Filemaker Pro, sending detailed project orders into production.
Track and document project changes and deadlines with designers and production team.
Manage online sales using Authorize.Net and Big Commerce.
Greenhaven Financial Management, Dorset, VT November 2015 – July 2016
Client Relationship Coordinator – Project Based
Set up small office for solo Financial Planner; using Salesforce, Fidelity, and Raymond James proprietary platforms within NetGain secure environment.
Onboard existing clients from former brokerage firm to solo Advisor practice in 3 months.
Update client CRM, process and confirm set up of new accounts and asset transfer at receiving investment firms.
Set up aggregated client accounts and guided clients navigating Account Access Portal.
Ronald N. Lazzaro, P.C., Rutland, VT December 2013 – July 2015
Client Relationship Coordinator
Provide operational and administrative support to three Financial Advisors, clearing through LPL Financial management.
Produce in-house digital office manual for LPL Compliance and all operational systems. Outline client management practices with instructions for ACT! CRM.
Onboard new clients, process account transfers and cash distribution paperwork for outside institutions including Prudential, TIAA-CREF, Mutual of Omaha, etc.
Process client tax organizers with supporting documents in LaCerte tax filing software.
Authentic Designs, W. Rupert, VT September 2011 – December 2013
Marketing and E-Commerce Manager
Complete backend content management for initial launch integrating new e-commerce website for historic reproduction lighting manufacturer with online retail and design trade customers.
Develop, manage and input content for over 250 fixture styles with three pricing structures.
Launch press releases via PRWeb.com and MailChimp integrated lists as a way to leverage SEO online.
Manage advertising; both print and online banner advertising, including ad insertions and deadlines, art and copy coordination for national and regional shelter publications and their online sites.
Wrote semi-monthly email blasts for promotion; provided art and copy for postcard with coded coupon to drive print readers to website.
Overland Sheepskin Co., Manchester, VT December 2009 – August 2011
Retail Sales Associate
Commissioned sales associate focusing on quality customer service, building long term relationships and repeat business for a high-end apparel company.
Ranked as 2nd and 3rd highest sales performer in the nation for two years in a row. Only part-time employee ever to make the company’s Top Ten Sales Performer list.
Skills:
Thorough knowledge of Microsoft Office Suite, Word and Excel. Software skills include Salesforce, Peachtree and Tamarack, File Maker Pro, and ACT! CRM systems. Solid experience with LPL, Raymond James and Fidelity proprietary platforms.
Long range experience developing website content, marketing materials and cultivating client relationships.
Education:
BA, University of Massachusetts at Amherst
Continuing Education: Nov. 2015 Completed Quickbooks class through Governor’s Career Ready Pro-Tech class. Currently enrolled in Jan. 2017 CCV Bookkeeping Certificate Program.
Contact this candidate