Client Services & Operations Professional

Jennifer Schauer

~*** Saby Farm Rd Millbrook, AL 36054~

(C) 678-***-****

Objective

I am an experienced and dependable professional with a strong background in client service, operations, and administrative support. I am known for clear communication, attention to detail, and the ability to manage multiple priorities while delivering high-quality service. I am skilled in building trust, resolving issues, and supporting clients through effective communication, problem- solving, and a service oriented mindset.

Areas of Strength

10 plus years of experience working in the financial services industry – thorough knowledge of an investment firm’s operations and sales areas

Ability to handle a heavy work load & prioritize multiple tasks

Work calmly under pressure

Ability to manage & work well with varying personalities

Belief in providing excellent customer service

Take pride in accuracy and professionalism

Professional Experience

Licensed Life Insurance Advisor 02/2022 – present

Symmetry Financial Services

Educating clients on life insurance options

Conduct needs-based consultations to identify appropriate coverage solutions

Provide personalized recommendations aligned with clients’ financials goals and budgets

Assist clients through the application, underwriting, and policy issuance process

Maintain ongoing relationships with clients through regular policy reviews and updates

Generate new business through referrals, networking, and marketing efforts

Stay current on insurance products, carrier guidelines, and industry regulations

Ensure compliance with state and federal insurance laws and ethical standards. Teacher/Volleyball Coach 09/2009 – 05/2022

Victory Christian Academy

Teach children in a classroom at a kindergarten level.

Plan, evaluate, and assign lessons.

Prepare daily lessons and maintain classroom discipline.

Helped with getting sponsors and funds for fundraising.

Coach junior varsity and varsity school volleyball teams.

Organized and facilitated fundraisers for the Volleyball teams. Jennifer Schauer

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Bank Teller 09/2006 – 01/2009

Wachovia Bank

Provided account services to customers by receiving deposits and loan payments, cashing check, issuing withdrawals, recording night and mail deposits, and selling cashier’s checks and traveler’s checks.

Client Service Associate 09/2003 – 06/2006

Morgan Stanley

Answered phones & handled client inquiries

Handled all paperwork and operational issues arising from client’s requests

Established investment accounts and handled all paperwork required (ex: Investment Portfolios, IRAs, Retail Brokerage Accounts, 529 accounts, Trust accounts)

Set appointments both in town, out of town, and of country for client meetings

While servicing clients, attempting to gather outside assets held at other financial institutions

Developing new relationships in search of new clients Territory Administrator 01/2000 – 05/2003

Van Kampen Investments

Maintained and established Territory coverage for affiliated and non-affiliated wholesaling forces.

Contact person for all Territory related issues

Provided Training for Sales Data Administration staff members and sales force.

IT Liaison to resolve data and system issues

Developed access databases to process manual data feeds, and load data into the sales data warehouse.

Ran quality control reports to ensure a high level of data integrity within corporate databases.

Coordinated system updates and quality control checks for all data related to VK Generations Club, which is made-up of top producing Brokers.

Division Contact for two Mutual Fund sales regions and one UIT sales region. Jennifer Schauer

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Teacher 09/1999 – 11/1999

Grace Baptist Academy

Taught all subjects to 3

rd

and 4th Grade students of various ethnic backgrounds.

Assistant Coach for girls Volleyball Team

Assistant Manager 10/1998 – 09/1999

Lynn’s Hallmark

Created Sales Reports on a Weekly and Monthly basis.

Processed Payroll

Received and Checked in Shipments

Arranged store displays

Sales Associate and Cashier

Office Manager 04/1995 – 09/1998

Eller Brothers Carpet Shop

Accounts Payable & Accounts Receivable

Processed Payroll

Sales Representative

Customer Service

Education

08/1993 – 05/1996

High School Diploma

Some College 08/1996 – 12/2002

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Software skills:

Word, Excel, Outlook, Access, Business Objects, Siebel, Internet Explorer, Business Map Pro, DST, ACT and Internal Databases

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