Kathryn Jenkins
Byram
Summary
A seasoned Senior Client Service Associate from Morgan Stanley, I excel in leading teams to enhance client satisfaction and streamline operations. With a knack for effective problem-solving and financial product expertise, I've successfully managed projects, driving process improvements and implementing advanced software tools for optimal efficiency. My approach combines decisive leadership with a keen focus on quality assurance.
Overview
26
26
years of professional experience
Work History
Senior Client Service Associate
Morgan Stanley
05.2009 - 05.2023
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Negotiated favorable terms with vendors to reduce operational costs without compromising service quality levels.
- Managed complex projects from inception to completion, ensuring all deliverables were met within specified timelines.
- Championed process improvements by conducting regular audits of existing systems and recommending adjustments as needed based on findings.
- Assisted in the development and implementation of new policies and procedures to improve overall service quality for clients.
- Optimized workflows by automating repetitive tasks using advanced software tools, allowing more time for focused customer interactions.
Senior Client Service Associate
JB Hanauer
04.2007 - 05.2009
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Collaborated with cross-functional teams to develop custom solutions tailored to individual client needs.
- Consistently exceeded performance targets regarding customer satisfaction ratings, contributing significantly towards company-wide annual goals.
Senior Client Service Associate
RBC Dain Rauscher
03.1997 - 04.2007
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Consistently exceeded performance targets regarding customer satisfaction ratings, contributing significantly towards company-wide annual goals.
- Collaborated with cross-functional teams to develop custom solutions tailored to individual client needs.
- Organized client events and seminars, fostering community engagement and promoting brand awareness.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Optimized workflows by automating repetitive tasks using advanced software tools, allowing more time for focused customer interactions.
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
Education
Sparta High School
Sparta, NJSkills
- Team Leadership Qualities
- Effective problem solving
- Financial product knowledge
- Time management mastery
- Decision-making prowess
- Project management expertise
- Quality Assurance Focus
Accomplishments
I have been in the financial industry dealing with clients for over 30 years. I am a fantastic listener, astute problem solver, as well as confident on the phone. I am seeking to use my customer service skills to provide a positive experience to the customers in your organization.
Interests
I am active in putting care packages together for the homeless to donate to the churches.
References
Keith Langworthy 908-370-2968/ Renee Wainberg 973-476-0340 / Maurice Davis 848-228-0365
Dave Brown 973-615-7403 / Veronica Paduch 201-491-6592 / Angela Bellino 908-612-6347
Timeline
Senior Client Service Associate
Morgan Stanley
05.2009 - 05.2023
Senior Client Service Associate
JB Hanauer
04.2007 - 05.2009
Senior Client Service Associate
RBC Dain Rauscher
03.1997 - 04.2007
Sparta High School
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