Julia Christiansen
Chilliwack,BC
Summary
Seasoned office professional with established history of successfully handling projects, reports and records. Self-directed and attentive with excellent planning, problem-solving and multitasking abilities. Dedicated to generating new leads, improving team collaboration and incorporating cutting-edge strategies to maximize team attainment of goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
New Business Specialist
Synchronized Employee Benefits
05.2023 - 07.2024
- Collaborated closely with internal departments to ensure timely delivery of products and services to new clients.
- Strengthened relationships with key partners by maintaining regular communication and providing updates on ongoing projects.
- Maintained accurate records of all sales activities using CRM software, enabling data-driven decision-making processes within the organization.
- Supported work of field sales team with knowledgeable and efficient clerical assistance.
- Gathered, organized and input information into digital database.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Financial Advisor
Envision Financial
09.2022 - 05.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Schedule meetings and appointments with clients.
- Prepare and maintain client records, ensuring all information is up-to-date and accurate.
- Handle client communications, including phone calls, emails, and correspondence.
Associate Advisor
Synchronized Investments & Insurance
01.2022 - 09.2022
- Actively assist the associate team in managing multi-million-dollar portfolios.
- Actively manage my own quarter million-dollar portfolio.
- Provided high-quality guidance to clients based on their needs, goals, and lifestyle.
- Conducted portfolio reviews with clients to regularly evaluate an investment's performance toward achieving individualized long term financial goals.
- Executed trades and managed internal systems to ensure smooth business operations.
- Assisted in creating and implementing internal systems to streamline customer service and office management.
- Ran point of compliance within the firm, ensuring all associates are meeting regulations and industry standards.
- Assisted the associate team in executing trades, client interactions, and client meetings.
- Operated client relationship and business management software including Salesforce.
Service Associate Advisor
Synchronized Investments & Insurance
01.2021 - 01.2022
- Handled high-volume calls, effectively addressing customer needs while maintaining professionalism.
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Assisted customers with inquiries, resolving issues promptly for improved customer retention.
- Managed client accounts by updating information and processing transactions accurately.
- Met customer call guidelines for service levels, handle time and productivity.
- Conducted portfolio reviews with clients to regularly evaluate insurance needs and ensure all information is up to date.
Administrative Assistant
Synchronized Investments & Insurance
05.2020 - 01.2021
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Prepare and assemble documents for meetings, presentations, and client interactions.
- Prepare agendas, meeting minutes, and other related documents for internal and external meetings.
- Assist with office-wide document-related tasks and projects as needed.
- Managed the complex scheduling by communicating seamlessly with the associates and their clients.
- Track the deadlines of key projects to ensure deadlines were met consistently.
- Drafted executive summaries, emails & documents to provide high level support to management.
Shift Supervisor
Starbucks
06.2016 - 06.2020
- Managed and trained shift teams to ensure the highest level of customer service, product quality, safety, cleanliness, and store operations.
- Executed store operations during scheduled shifts, organizing opening and closing duties as assigned.
- Responsible for cash handling, safe verification, and daily deposits.
- Responsible for WorkForce Management scheduling, editing, keying exceptions, and approving time.
- Knowledge of Labor Scheduling Report, Labour Scheduling Tool, and Labour Tracking Tool.
- Chosen to participate in Key Leadership Program to shape aspiring Shift Supervisors into Store Managers.
Skills
- Customer Service
- Data Entry
- Computer Skills
- Office Administration
- Time Management
- Documentation and Recordkeeping
- Record preparation
Certification
- Individual Life License - Insurance Council of BC - January 2021
- Canadian Investment Fund Course - IFSE - February 2021
Timeline
New Business Specialist
Synchronized Employee Benefits
05.2023 - 07.2024
Financial Advisor
Envision Financial
09.2022 - 05.2023
Associate Advisor
Synchronized Investments & Insurance
01.2022 - 09.2022
Service Associate Advisor
Synchronized Investments & Insurance
01.2021 - 01.2022
Administrative Assistant
Synchronized Investments & Insurance
05.2020 - 01.2021
Shift Supervisor
Starbucks
06.2016 - 06.2020
Similar Profiles
BAYLA (BAILEY) SMITHBAYLA (BAILEY) SMITH
Healthcare Benefits & Patient Support Consultant at AJM Employee Benefits LLCHealthcare Benefits & Patient Support Consultant at AJM Employee Benefits LLC
Tebello TsoloTebello Tsolo
CAPTURING aND CLAIMS ASSESSMENT CONSULTANT at MAMOTH EMPLOYEE BENEFITSCAPTURING aND CLAIMS ASSESSMENT CONSULTANT at MAMOTH EMPLOYEE BENEFITS
Shardae WhiteShardae White
Medical Claims Examiner at National Employee Benefits AdministrationMedical Claims Examiner at National Employee Benefits Administration
Courtney DunhamCourtney Dunham
Credit Analyst, Business Banking Western at BMO Financial GroupCredit Analyst, Business Banking Western at BMO Financial Group
Tereasa RegehrTereasa Regehr
ECEa, Resource Program Teacher at Skwah First NationsECEa, Resource Program Teacher at Skwah First Nations