KATE MUELLER
Bloomington
Summary
Highly motivated Client Service Specialist with over ten years experience supporting and enhancing operations with excellent sales, service and administrative abilities. Knowledgeable and hardworking customer relations expert able to multitask effectively in fast-paced, dynamic environments. Proficient in SalesForce, Schwab and MS Office and able to learn new programs quickly.
Overview
14
14
years of professional experience
Work History
Client Service Associate
Flourish Wealth Management
04.2020 - 01.2025
- Managed all new client onboarding
- Prepared and tracked all client paperwork
- Initiated all client money movement
- Provided support for Financial Planning team
- Updated and managed Salesforce CRM database (data entry and management)
- Aided in the development of processes and procedures to ensure consistency of service across all client relationships
- Maintained client demographics dashboard
- Assisted clients with 401k rollovers
Client Service Specialist
Td Ameritrade Holding Corp.
02.2018 - 04.2020
- Provided knowledgeable service and support for all customer needs.
- Planned, coordinated, and supervised seminars.
- Implemented office efficiency improvements to streamline task delegation.
- Assisted 10 member team with tracking transfers from initiation to completion.
Financial Office Assistant
Scottrade
04.2017 - 02.2018
- Responsible for greeting clients, answering client inquiries, provide information about clients’ accounts.
- Communicated accurate information about customer programs and products, providing exceptional customer service.
- Scheduled appointments on behalf of staff members to keep office operations smooth and efficient.
- Organized files, developed spreadsheets, faxed and scanned documents.
Assistant Manager
Regency Management
04.2013 - 03.2017
- Trained team members.
- Responsible for scheduling, supervision, maintaining tasks for 30+ staff members.
- Managed reservations and correspondence.
- Conducted monthly inventory.
Administrative Office Manager
Mueller-Geddes Partnership
10.2010 - 04.2013
- Provided business support for multiple owners/managers email correspondence, filing documents, typing/proofing documents.
- Assisted in balancing books for multiple departments.
- Aided in employee transition after sale of business
Education
Bachelor of Science - Business Administration
University of Nebraska-Lincoln
Skills
- Customer Service Oriented
- Strong Interpersonal Skills
- Highly Organized
- Scheduling - Calendly
- Mail Handling
- Stock Market Understanding
- MS Office
- SalesForce
- Schwab Advisor Center
- DocuSign
- Sharfile
Accomplishments
Four time TD Ameritrade President's Club winner
Volunteering
VEAP - Volunteer to sort food donations and stock shelves with healthy food at the largest food pantry in Minnesota (2019 - present)
Designations and Licenses
SIE - Securities Industry Essentials
Personal Information
Title: Client Service Specialist
Four-time TD Ameritrade President's Club winner
Recognized as one of the top 10% performers in my role
Timeline
Client Service Associate
Flourish Wealth Management
04.2020 - 01.2025
Client Service Specialist
Td Ameritrade Holding Corp.
02.2018 - 04.2020
Financial Office Assistant
Scottrade
04.2017 - 02.2018
Assistant Manager
Regency Management
04.2013 - 03.2017
Administrative Office Manager
Mueller-Geddes Partnership
10.2010 - 04.2013
Bachelor of Science - Business Administration
University of Nebraska-Lincoln
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