Customer Service Client
Resume:
CHRISTINE A. THORNBURG
SENIOR ADMINISTRATIVE SUPPORT
CONTACT PROFILE
************@*****.***
I have maintained my career in finance for seventeen years. I have held positions in many areas of finance, such as marketing, customer service, sales and client service. I have always valued the importance of rules, ethics and providing the best service to participants, clients and prospects. These values will continue to shape my career in finance as I continue to grow.
SKILLS EXPERIENCE
Customer Service
Inside Sales
Client Service
Communication
Creativity
Problem Solving
March 2024-Present
Senior Administrative Field Support • Wisconsin Deferred Compensation Empower
• Answered emails, phone calls and in-person requests from participants and employers within 24 hours.
Fixing problems that participants or employers had while enrolling, completing payroll, technological assistance, etc.
• Outbound calls to participants to schedule meetings for retirement plan advisors.
• Coordinated events including webinars, benefit fair season, making sure all retirement plan advisors had all materials needed and reporting results.
• Making sure that we are following the WDC Strategic Partnership Plan.
• Writing emails, completing the employer newsletter, etc.
• Following compliance and other procedures set by Wisconsin Deferred Compensation office or
Empower
December 2021-January 2024
Sales Assistant • Buttonwood Partners, Inc.
• Open financial accounts (IRAs, individual, trust and joint, 529 accounts).
• Handle client requests in-person, via phone or email
• Processing money movements
• Sending tax forms
• Managing correspondence of client material
EDUCATION
University of Wisconsin-
Whitewater
2002-2006
B.A. in Speech/Public
Relations
B.A. Political Science
Designations
Series SIE,6 and 63
• Assisting two advisors
• Following compliance and procedures of
Buttonwood Partners, Inc as state registered broker. August 2008 – December 2021
Marketing Coordinator • Filbrandt & Company
• Planning seminars in-person at universities across the U.S.
• Planning and reporting on webinars
• Making 1,000 calls a week to schedule meetings for outside salespeople. Qualifying prospects before
meeting an outside salesperson.
• Contributing to the growth of Filbrandt & Company by finding clients, the sales process and meeting
sales goals.
• Writing emails, sales scripts and promotional
material.
• Following compliance and procedures of Filbrandt & Company as a federally registered investment
advisor.
Contact this candidate