Beth Goshen

About Beth Goshen

I am a self-starter, business minded professional and a natural connector of people. I have a multi-faceted background in bookkeeping, financial analysis, management, non-profits, fund raising, education, training and hiring as well as wealth management. I am proficient in many business applications, Concur, CEW, Quickbooks to name a few. I enjoy learning and growing both professionally and personally. I am confident and comfortable in a business environment and have a laid back personality that helps people feel comfortable.In my free time I enjoy volunteering and giving back to the community, spending time with family and friends and playing pickleball.

Experience

1. Wealth Management Client Associate

   Merrill Lynch

   Dec 2021 — Present · US

   Wealth Management Client Associate client-facing support where I assist Financial Advisors (FAs) with the daily management of client relationships and business operations. Current responsibilities include : Client Service: Providing excellent service, addressing client needs, and educating them on the firm\'s offerings.Operational Support: Ensuring accurate and timely processing of client requests and materials. Maintaining alignment with policies and procedures to support operational excellence and risk management.Building Relationships: Deepening and maintaining client relationships, identifying opportunities to expand the use of the firm\'s services, and communicating with the FA and team throughout the day. Support the Team: Assist with day-to-day team activities and provide coverage when needed. I have Strong Client Service and Communication skills along with Excellent verbal and written communication skills, customer focus, and the ability to build rapport.Organization and Time Management: I prioritize tasks, manage multiple responsibilities, and ensure accuracy.Technical Skills: I am Proficient in Microsoft Word, Excel, and PowerPoint, along with Salesforce, CEW and concur. I am Energetic, self-motivated, coachable, and flexible.Detail-oriented and invested in personal development.I am Able to deliver complex solutions and maintain discretion with clients and associates.

Education

• The University of Kansas

  Bachelor of Business Administration (B.B.A.), Minor Psychology

  1985 — 1989

Skills

• Customer Service
• Marketing
• Social Media
• Strategic Planning
• Event Planning
• Marketing Strategy
• Public Speaking
• Social Media Marketing
• Sales
• New Business Development
• Event Management
• Marketing Communications
• Negotiation
• Management
• Social Networking
• Fundraising
• Contract Negotiation
• Account Management
• Microsoft Office
• Leadership
• Team Building
• Sales Management
• Nonprofits
• Public Relations
• Project Management