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    Kelly Harms: Client Relationship Manager/Financial Advisor Assistant

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    Kelly Harms
    Kelly Harms is an experienced account manager and executive assistant with over 15 years of experience in financial services, employee benefits, and sales coordination. She has held roles supporting financial advisors, underwriters, and brokers at companies like RS Asset Management, CUSO Financial Services, Travelers, and Unum. Her experience includes preparing forms, managing client relationships, and providing executive assistance. She is skilled in organization, customer service, administration, and troubleshooting.

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    Kelly Harms: Client Relationship Manager/Financial Advisor Assistant

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    Kelly Harms
    19 views2 pages
    Kelly Harms is an experienced account manager and executive assistant with over 15 years of experience in financial services, employee benefits, and sales coordination. She has held roles supporting financial advisors, underwriters, and brokers at companies like RS Asset Management, CUSO Financial Services, Travelers, and Unum. Her experience includes preparing forms, managing client relationships, and providing executive assistance. She is skilled in organization, customer service, administration, and troubleshooting.

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    Resume for Executive Assistant

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    Resume-Kelly-Harms (1)

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    Kelly Harms is an experienced account manager and executive assistant with over 15 years of experience in financial services, employee benefits, and sales coordination. She has held roles supporting financial advisors, underwriters, and brokers at companies like RS Asset Management, CUSO Financial Services, Travelers, and Unum. Her experience includes preparing forms, managing client relationships, and providing executive assistance. She is skilled in organization, customer service, administration, and troubleshooting.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    19 views2 pages

    Kelly Harms: Client Relationship Manager/Financial Advisor Assistant

    Uploaded by

    Kelly Harms
    Kelly Harms is an experienced account manager and executive assistant with over 15 years of experience in financial services, employee benefits, and sales coordination. She has held roles supporting financial advisors, underwriters, and brokers at companies like RS Asset Management, CUSO Financial Services, Travelers, and Unum. Her experience includes preparing forms, managing client relationships, and providing executive assistance. She is skilled in organization, customer service, administration, and troubleshooting.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Kelly Harms

    Littleton, Colorado, United States

    [email protected] 719-960-6467

    linkedin.com/in/kelly-harms-366489a

    Summary
    Experienced Account Manager & Executive Assistant with a demonstrated history of working in the Financial
    Services and Employee Benefits industries with a strong emphasis on sales coordination/executive assisting.
    Highly Skilled in Organization, Customer Service, Data Entry, Office Administration, and Troubleshooting. I
    pride myself on an outstanding work ethic and the ability to work well in both team-oriented and self-directed
    environments.

    Experience
    Client Relationship Manager/Financial Advisor Assistant
    RS Asset Management LLC
    Mar 2019 - Jan 2022 (2 years 11 months)
    First point of contact for office
    Responsible for preparing forms for all financial securities trades & transfers, including new account
    openings, retirement account rollovers, automatic investment services
    Preparation of client annual review documents and follow up items/actions.
    Continuously monitor clients financial situations with detail and accuracy
    Built and maintained relationships with our clients & internal and external partners.

    Executive Investment Sales Assistant


    CUSO Financial Services
    Nov 2017 - Nov 2018 (1 year 1 month)
     
    New client acquisition, marketing, and client management.
    Managed all advisor calendars for client meetings, sales strategy reviews, and business travel needs.
    Furthermore, business sales and productivity were enhanced significantly by directly improving client
    service, building strong relationships, recruiting new clients, and training bankers on how to recognize
    investment opportunities to cross-sell between advisors and bankers.

    Account Manager- Small Commercial Lines


    Travelers
    Oct 2016 - Nov 2017 (1 year 2 months)
    Assisted Underwriter in Small Commercial Lines

    Sales Coordinator
    Unum
    Jan 2013 - Oct 2016 (3 years 10 months)
    Supported the 2nd highest insurance producer of LTD, STD, Basic Life, Dental and Voluntary Benefits
    in the Denver field office achieving over $1.5M in NWP 2015
    Calculated quote rates for Group and Voluntary Benefits
    Kelly Harms - page 1
    Relationship management with brokers
    Back up to Sales Reps when out of office
    Integral part of the success to Denver getting small office of the year 2015
    Developed and executed a system to go completely paperless in the office

    Branch Office Administrator


    Edward Jones
    May 2010 - Jul 2011 (1 year 3 months)

    Franchise Recruitment Sales Coordinator


    LearningRx
    Aug 2007 - Mar 2010 (2 years 8 months)
    Planned and scheduled sales staff appointments to include the VP of Franchise Recruitment
    Administrative duties to include: preparing meeting agendas, answering phones, creating reports,
    organizing and maintaining documents, travel arrangements, managing leads
    First line of contact for new potential franchisees- making outbound calls, follow up emails, answering
    questions, and scheduling phone interviews with VP of
    Organized and attends tradeshows

    Sales Coordinator
    Carmichael Training Systems
    Nov 2006 - Jul 2007 (9 months)
    Handled inbound and outbound calls to customers/prospects
    Top sales coordinator selling athletic and nutrition services
    Marketed and sold products and training services for athletes
    Developed relationships with new and existing customers and provided information to maximize sales
    volume

    Education
    University of Colorado Colorado Springs
    BA, Communications
    May 2002 - May 2006

    Licenses & Certifications


    Series Industry Essentials - FINRA
    Issued Jan 2019 - Expires Jan 2023

    Kelly Harms - page 2

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