Service Manager

*** ******** *** * #*** Renton, WA *****

206-***-**** ************@*****.***

Roxie Drofiak

Summary of qualifications

Ability to manage multiple projects

Excellent oral and written communication skills

Ability to work in a fast-paced environment with out direct supervision

Client oriented with strong capability in servicing and meeting clients’ needs

Excellent work processing skills including ability to use advanced formatting with Microsoft Word and Adobe Acrobat

Dedicated to the principal of continuous improvement

Ability to work independently and within a team on special projects (acting as a project manager)

Willingness to accept high level of responsibility for own actions

Skill in organizing resources and establishing priorities

Employment

March 2017- December 2018

Coldstream Holdings (merge with Rainier Group), Bellevue, WA

Private Client Service Administrator II

Coordinating and executing new client onboarding, include opening brokerage accounts, establishing cashiering needs, setting up online reporting, updating cost basis, managing and tracking RMD’s, reconciling account information.

Serve as a liaison between clients and custodians/ investment managers, including managing client information.

Maintaining client data and activities in Salesforce

Proficient with Microsoft Outlook, Excel, PowerPoint; experience with Salesforce CRM and Tamarac

October 2013-March 2017

Rainier Group Inc., Bellevue, WA

Client Service Specialist Administrator

Known for working well with all level of management staff, clients and vendors

First-hand experience in MS Word, Excel, PowerPoint, Outlook

Special talent for handling multiple tasks at the same time

Qualified to perform research work for specific assignments and projects

Demonstrate analytical and critical thinking skills

Demonstrate ability to screen calls, manage calendar and manage meetings

Able to handle sensitive documents in a very confidential manner

Interact with clients by phone and in person to answer questions, take information and schedule client meetings

General administrative tasks, including application review, data entry and maintaining client files

Demonstrates analytical and critical thinking skills

Able to take initiative and execute assigned tasks in a timely and flawless manner

Strong teamwork acumen with a profound ability to work under extreme pressure

Strong passion for working in a fast paced and result oriented environment

Flexible schedule with exceptional interpersonal skills

May 2011-September 2013

Freestone Capital Management, Seattle, WA

Wealth Management Associate Administrator

Interact with clients by phone and in person to answer questions, take information and schedule client meetings

General administrative tasks, including application review, data entry and maintaining client files

Responsible for developing reports through the CRM for investment opportunities

Manage all client money movements, wire transfers and required minimum distribution from IRAs

Tax preparation, copying, processing and filing

Collect appropriate documentation and onboard new clients

Process all client service request, educate clients on account services

February 2005- April 2010

Bank of America, Des Moines, WA

Personal banker / Sales and Service Specialist / Senior Teller

Establish Trust and Estate Accounts, Individual accounts, Joint accounts, and Entity accounts

Establish and manage Roth and Traditional IRAs and process Required Minimum Distributions

Order tax documents for clients upon request, answer client questions about tax documents

Processed transactions accurately and efficiently to build customer confidence and trust

Performed specialized tasks such as preparing cashier’s checks, personal money orders, issuing traveler’s checks and exchanging foreign currency

Education

University of Phoenix, Tukwila, WA

Bachelor’s of Science in Business with a concentration in Administration

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