Client Relations
Resume:
Maryland Heights, MO *****-*042
www.edwardjones.com
May 7, 2025
Demetrius Grooms
Principal, Client Onboarding Operations
Edward Jones
*** ******** *******, **. Louis, MO 63043
To Whom It May Concern,
I am writing to wholeheartedly recommend Sharon Kueker-Johnson for an opportunity within your organization. Throughout my 27-year career, I have never encountered someone who consistently receives such high praise from various business offices as Sharon does. Her exceptional service skills and dedication to her role are truly remarkable.
Sharon exemplifies ownership and responsibility, taking charge of issues even when they fall outside her direct area of responsibility. Her commitment to putting clients and colleagues first is unwavering, and her interpersonal skills are nothing short of amazing. She is the kind of teammate everyone desires—kind, caring, with a strong work ethic and performance.
Her ability to share ideas and concerns professionally, coupled with her proactive collaboration with teammates and colleagues across the firm, ensures that service issues are resolved efficiently. Sharon is also a great coach and mentor to new team members, always offering her time to help others learn and grow. In every aspect, Sharon is a model of what excellent client service looks like. I am confident that she will continue to excel and contribute positively wherever she goes. Sincerely,
Demetrius T Grooms
*********.******@***********.***
Edward Jones
SHARON
KUEKER-
JOHNSON
OVERSIGHT ONBOARDING / CLIENT ENGAGEMENT
PROFILE
I recently accepted the Voluntary
Severance Package from Edward Jones.
I excel in client engagement with our
branches and service. I take great pride
in going 'above the call of duty' to make
sure our clients/branches are taken care of
in a positive manner. I have a teaching
and counseling background and lead
trainer for our team as well.
Standout Qualities:
autonomy
positive and ‘can do’ attitude
work ethics
attendance
follow through
team player
CONTACT
PHONE:
EMAIL:
**************@*****.***
HOBBIES
• Travel
• Sports – St Louis Cardinals and
Blues
• Eating out
EDUCATION
Illinois State University-Bachelor of Arts Degree, Minor Psychology 1985-1989
International Exchange Student in Salzburg Austria travel 12 Europe countries.
Washington University-Masters in Counseling (12 hrs) 1991
WORK EXPERIENCE
Edward Jones Retirement Oversight Onboarding/Client Engagement October 11-Present
• Retirement Oversight Onboarding Team guiding and assisting branches with their new Owner K plans with top customer service
• Create retirement packages, run macros and deliver final plan Adoption Agreement (large 150-page retirement plan) to our Jones clients via DocuSign.
• High end branch/client engagement customer excellence
• Review account/customer exceptions and take inbound, as well as make outbound calls with branch associates in order to identify potential concerns, explain policy and remove restrictions.
• Analyze activity and respond to inquiries on escalation issues.
• Educate, coach and mentor new hires/contractors.
• Receive Client Service Excellence Nomination Certificates and gift cards from branches, coworkers and teammates for job excellence impacting client's experience.
• Create and update training materials.
SKILLS
• Microsoft Word, Excel, PowerPoint, Outlook, Utilize Macros, PDFs
• Customer engagement resolution specialist
• Conflict resolution under pressure, exceptional collaboration
• Turn stressful situations into positive conflict resolution.
• Reliable, dependable, detailed oriented, self-motivated
• Teaching, public speaking skills and counseling skills
• Avaya Workplace
Contact this candidate