Lisa Naik
Providing excellent guest experience
- Role
- Client Support Team Branch Office Administrator at Edward Jones
- Location
- Nogales, AZ, US
- LinkedIn followers
- 500 followers
About Lisa Naik
Lisa’s career background is a variety from working resorts to hotel sales. Over the…
Experience
Client Support Team Branch Office Administrator
May 2023 — Present · Green Valley, AZ, US
Forum facilitator Oct 2024-present-Create agenda and chaired meetings-Discuss key changes within company and positionManaged full lifecycle program execution for estate processing with communication to beneficiary and home office.Experience with financial data analysis and reporting, demonstrating an understanding of financial concepts, which is beneficial for the Client Support Team Professional role in supporting financial advisors and clients.Created and followed detailed documentation and process workflows, ensuring accuracy and compliance, a key element to the CST role in maintaining accurate client records and compliance standards.Directed office scheduling with clients, defining milestones, tracking progress, and reporting results to ensure efficient office operations.Established a standardized program process integrating key frameworks to optimize office success and adjust strategies to proactively address technical challenges.Responsible for money movement, disbursements, and preparing for client meetings.Led the planning and execution of multiple client-facing initiatives, ensuring timely delivery and exceptional service, mirroring the CST role in managing client relationships and achieving financial goals.
Education
California State University, Fullerton
• Bachelor in Arts
2007 — 2011
Mt. San Antonio College
Associate
2003 — 2007
Skills
- Community Outreach
- Microsoft Office
- Leadership
- Google Groups
- Event Planning
- Social Networking
- Social Media Marketing
- Powerpoint
- Training
- Research
- Hotels
- Cash Flow
- Working Independently and with Groups
- Meeting
- Supporting Others
- Supervising
- Management
- Complaints
- Nonprofits
- Up-Selling
- Team Motivator
- Scheduling
- Upselling
- Customer Service
- Social Media
- Time Management
- Interacting with People at Different Levels
- Cash Handling
- Process Scheduler
- Running Meetings
- Hospitality
- Collaborting Ideas
- Complaints Handling
- Payroll
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