Client Relationship Manager

Kristen Mills

Dedicated and passionate client-facing professional with 5 years of experience in

developing and maintaining positive relationships and helping clients reach their goals.

Email adifup@r.postjobfree.com

Phone 806-***-****

Address 2300 W 5th, Apt 2341

Fort Worth, TX 76107

Skills

Work History

Client Management

Interprofessional Collaboration

Problem-Solving

Communication

Organization

Time Management

2018 - 2020 Financial Advisor

Edward Jones, Fort Worth, TX

Managed a book of $22 million in assets for clients across various locations. Utilized strong interpersonal, communication, and problem solving skills to help develop unique client strategies and resolve issues.

Developed strong relationships with clients and worked with them to achieve their financial goals. Coordinated in person and virtual educational events for clients with strategic partners. 2017 - 2018 Financial Advisor Career Development Program Edward Jones, Tempe, AZ

Participated in intensive career development program and received additional hands-on and classroom training in lead creation, client management, and issue resolution. Developed and incorporated organization and time management techniques to effectively manage multiple tasks and duties.

Collaborated with other trainees to create customized financial planning for different client scenarios.

2016 - 2017 On-Call Branch Office Administrator

Edward Jones, Lubbock, TX

Utilized strong interpersonal and communications skills to serve clients and communicate their needs in an organized and timely manner to financial advisors. Aided in appointment prep, scheduling, incoming and outgoing phone calls, and maintaining and deepening client relationships.

2015 - 2016 Assistant for Director of Student Organization Texas Tech University, Lubbock, TX

Worked as a liasion between director of student organizations and student leaders to create and support student organizations on campus.

Coordinated and executed student organization fairs and leadership academies; facilitating registration, setup, and follow up with organization leaders. Utilized problem solving skills to effectively manage and resolve any issues that occurred during the events.

Education

Certificates

Volunteering

References

2012 - 2016 Texas Tech University, Lubbock, TX

Bachelor of Science, Speech Language Hearing Sciences, Cum Laude Series 7 - General Securities Representative Qualification Exam Licenses the holder to perform the critical functions of a general securities representative including sales of corporate securities, municipal securities, investment company securities etc. Series 66 - Uniform Combined State Law Exam

Qualifies individuals as investment advisor representatives or securities agents. Covers topics relevant to providing investment advice and effecting securities transactions for clients. Texas Life and Health Insurance Certification

Certifies holder to act as an agent or producer to sell life and health insurance in the state of Texas. 2011 - present Texas Bluebonnet Girls State Counselor American Legion Auxilary government and leadership camp Dedicated to educating incoming high school seniors about the duties, privileges, and responisibilities of American citizenship.

Lead 30-60 attendees throughout the 10-day program and collaborated with other volunteers to foster a positive and beneficial learning environment. 2012 - 2016 Make A Wish

Wish Granter: North Texas Chapter

Chi Omega Wish Week Chair

TTU Wishmakers On Campus

Make A Wish Gala & Walk for Wishes Volunteer

Gene Lamis

Regional Leader/Financial Advisor, Edward Jones

Cell: 817-***-****

Alexis McCurdy

Head of Career Development Program, Edward Jones

Cell: 480-***-****

Lori Swann

Director of Texas Bluebonnet Girls State, American Legion Auxiliary Girls State Cell: 713-***-****

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