Ashley Prelvitz
Rice
Summary
Assistant Financial Representative at Northwestern Mutual, adept at enhancing client satisfaction through creating tailored financial presentations after meticulously analyzing their financial documents. . Known for exceptional client interaction and dependability. I streamline processes and foster strong relationships between the client and their advisor, ensuring efficient service delivery and compliance. I am a quick learner with a keen eye for detail. I am able to connect with clients and have easy conversation. I am very personable and have the ability to make conversation with anybody.
Overview
16
16
years of professional experience
Work History
Assistant Financial Representative
Northwestern Mutual
09.2015 - Current
- Supported financial representatives in preparing client presentations and documentation.
- Assisted in gathering and analyzing client financial data for tailored recommendations.
- Coordinated scheduling of client meetings to ensure efficient service delivery.
- Maintained accurate records of client interactions and transactions for compliance purposes.
- Responded promptly to client inquiries, enhancing overall customer satisfaction levels.
- Collaborated with team members to streamline administrative processes for improved workflow efficiency.
- Created customized client presentations highlighting investment strategies tailored to individual needs, strengthening relationships with clients while promoting overall customer satisfaction.
Client Relationship Specialist
J.C Christensen and Associates
02.2010 - 09.2012
- Cultivated strong client relationships to enhance satisfaction and loyalty.
- Implemented feedback mechanisms to identify areas for service improvement.
- Managed client inquiries, resolving issues efficiently and effectively.
- Analyzed customer data to inform strategic decision-making and service adjustments.
Education
Bachelor of Science - Psychology And Criminal Justice
University of North Dakota
Grand Forks, ND05.2009
Skills
- Great with client interaction
- Very professional
- Quick learner
- Very detail oriented
- Compassionate
- Highly dependable
- Great multitasker
Timeline
Assistant Financial Representative
Northwestern Mutual
09.2015 - Current
Client Relationship Specialist
J.C Christensen and Associates
02.2010 - 09.2012
Bachelor of Science - Psychology And Criminal Justice
University of North Dakota
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