Resumes
Resumes
Senior Client Service Representative
View pageLocation:
5300 Cahaba River Rd, Birmingham, AL 35243
Industry:
Financial Services
Work:
Bridgeworth Wealth Management
Senior Client Service Representative
Strauss Financial Group, Inc. May 2015 - Dec 2017
Investment Operations Specialist and Client Services at Strauss Financial Group Inc
The Welch Group, Llc Feb 2012 - Jan 2015
Investment Operations Specialist
Katherine Nixon Cpa Sep 2009 - Jun 2011
Executive Assistant
Corporate Health Systems Inc Oct 2000 - Jul 2005
Benefits Coordinator, Sales Account Manager, Manager of Benefit Administration
Senior Client Service Representative
Strauss Financial Group, Inc. May 2015 - Dec 2017
Investment Operations Specialist and Client Services at Strauss Financial Group Inc
The Welch Group, Llc Feb 2012 - Jan 2015
Investment Operations Specialist
Katherine Nixon Cpa Sep 2009 - Jun 2011
Executive Assistant
Corporate Health Systems Inc Oct 2000 - Jul 2005
Benefits Coordinator, Sales Account Manager, Manager of Benefit Administration
Education:
University of Minnesota-Twin Cities 1991 - 1995
BS, Park & Recreation Hopkins High School 1988 - 1990
BS, Park & Recreation Hopkins High School 1988 - 1990
Skills:
Microsoft Office
Benefits Administration
Executive Administrative Assistance
Financial Services
Event Planning
Events Coordination
Time Management
Organizational Effectiveness
Client Relations
Client Services
Detailed Oriented
Benefit Enrollment
Td Ameritrade Financial Services Platform
Employee Training
Redtail Crm
Advyzon Crm
Raymond James Financial Services Platform
Charles Schwab Financial Services Platform
Group Benefit Plans
Team Leadership
Benefits Administration
Executive Administrative Assistance
Financial Services
Event Planning
Events Coordination
Time Management
Organizational Effectiveness
Client Relations
Client Services
Detailed Oriented
Benefit Enrollment
Td Ameritrade Financial Services Platform
Employee Training
Redtail Crm
Advyzon Crm
Raymond James Financial Services Platform
Charles Schwab Financial Services Platform
Group Benefit Plans
Team Leadership
Senior Client Service Representative
View pageLocation:
Birmingham, AL
Work:
Senior Client Service Representative
Kristi Hoffman
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Kristi Hoffman
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Kristi Hoffman
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Kristi Hoffman
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Kristi Hoffman Birmingham, AL
View pageWork:
THE WELCH GROUP
Birmingham, AL
Feb 2012 to Jan 2015
Investment Operations Specialist
KATHERINE NIXON
Houston, TX
Sep 2009 to Jun 2011
CPA
Klein Independent School District
Spring, TX
2007 to 2011
Volunteer and Crossing Guard
Big Hollow Independent School District
Ingleside, IL
2006 to 2007
Volunteer and Lunchroom/Playground Aide
PAUL NELSON AGENCY
Golden Valley, MN
Sep 2005 to Dec 2005
Licensed Insurance Producer
CORPORATE HEALTH SYSTEMS
Hopkins, MN
Jun 2004 to Jul 2005
Manager of Benefit Administration
CORPORATE HEALTH SYSTEMS
Hopkins, MN
Nov 2003 to Jun 2004
Sales Account Manager
CORPORATE HEALTH SYSTEMS
Hopkins, MN
Oct 2000 to Nov 2003
Benefits Enrollment Coordinator
ITRADAR.COM
Bloomington, MN
Jan 2000 to Oct 2000
Human Resource Generalist
ITRADAR.COM
Sep 1999 to Jan 2000
Office Manager
Various positions in the recreational and customer service fieldsMinneapolis, MN
1990 to 1999
Birmingham, AL
Feb 2012 to Jan 2015
Investment Operations Specialist
KATHERINE NIXON
Houston, TX
Sep 2009 to Jun 2011
CPA
Klein Independent School District
Spring, TX
2007 to 2011
Volunteer and Crossing Guard
Big Hollow Independent School District
Ingleside, IL
2006 to 2007
Volunteer and Lunchroom/Playground Aide
PAUL NELSON AGENCY
Golden Valley, MN
Sep 2005 to Dec 2005
Licensed Insurance Producer
CORPORATE HEALTH SYSTEMS
Hopkins, MN
Jun 2004 to Jul 2005
Manager of Benefit Administration
CORPORATE HEALTH SYSTEMS
Hopkins, MN
Nov 2003 to Jun 2004
Sales Account Manager
CORPORATE HEALTH SYSTEMS
Hopkins, MN
Oct 2000 to Nov 2003
Benefits Enrollment Coordinator
ITRADAR.COM
Bloomington, MN
Jan 2000 to Oct 2000
Human Resource Generalist
ITRADAR.COM
Sep 1999 to Jan 2000
Office Manager
Various positions in the recreational and customer service fieldsMinneapolis, MN
1990 to 1999
Education:
UNIVERSITY OF MINNESOTA
Minneapolis, MN
1990 to 1995
Bachelor of Science in Park/Recreation/Leisure Studies
Minneapolis, MN
1990 to 1995
Bachelor of Science in Park/Recreation/Leisure Studies