Kerry Keating

**** ***** ******** ***** *********, VA 22201

301-***-**** • adjo9d@r.postjobfree.com

PROFILE

Experienced Client Service Associate with a demonstrated history of working in the business services industry. With a B.A. in Communications and double minor in Psychology and Sociology, I am passionate about understanding what makes people tick. Personable and friendly, I work well with others and remain self-motivated in every setting. EXPERIENCE

Client Services Associate, Feldman Group • Morgan Stanley Rockville, MD • January 2019 – Present

• First line of communication for +1,500 clients delivering support in all day-to-day requests including transferring funds, updating accounts, creating reports, mailing checks with breakdown letters, and answering any questions.

• Build and maintain personal relationships with clients on a daily basis while working within the policies of a global firm managing clientele with ~$700 million assets under management.

• Act as the primary point of contact for all client digital engagement and tasked with all things creative including updates to our website and social media outreach.

• Provide organizational assistance for financial advisors by scheduling meetings, tracking expenses, preparing client reports, and researching various topics.

• Coordinate with clients’ network of advisors to ensure continuity amongst attorneys, accountants, and insurance providers.

• Assist with ad hoc projects as needed, such as creating client invoices and submitting class-action suit claims.

• Ensure financial advisors remain informed of all details and activities associated with clients' accounts.

• Led and implemented an effort throughout the Feldman Group as well as the entire Rockville branch to get rid of paper and go completely digital.

Personal Assistant • A Line Boutique

Denver, CO • May 2018 – December 2018

• Managed the household and office of Karmen Berentsen, owner of Aline Boutique.

• Coordinated with the Marketing department to expand the business through outreach endeavors.

• Organized and led an outreach project dedicated to helping the homeless in the Denver area. EDUCATION

University of Denver

B.A. Communications • Minor in Psychology and Sociology • 2018

• Honors: Crimson and Gold Academic Scholarship

• Study Abroad: Universidade Católica Portuguesa • Lisbon, Portugal LEADERSHIP & COMMUNITY INVOLVEMENT

• COVID-19 Feldman Group Donation Lead

• Delta Gamma Study Abroad Liaison

SKILLS & INTERESTS

• Skills: Salesforce, 3D, Thompson One, Excel, Social Media, Communication, Teamwork, Time Management, Interpersonal Skills, Client Relations

• Interests: CrossFit, Hiking, Biking, Yoga, Art

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