Olivia Knodel M.
Client Service Specialist
- Role
- Client Service Professional at Caissa Wealth Strategies
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Olivia Knodel M.
With a strong foundation in higher education and a passion for relationship-building, I specialize in creating personalized experiences, optimizing organizational processes, and fostering strong connections. My experience spans admissions, academic advising, and orientation, where I focused on onboarding and retaining students, leading program initiatives, and mentoring student teams to enhance their college journey. In these roles, I honed my skills in program management, supervision, and support.I’m now leveraging my expertise as a key member of the CAISSA Wealth Strategies operations team, where I work on streamlining workflows and ensuring smooth operations for clients, wealth planners, and the investment team. Through the use of tools like Schwab, Tamarac, and Salesforce, I focus on driving efficiency and compliance with SEC standards, supporting the firm’s strategic goals.My educational background, with a B.A. in Public Relations from Otterbein University and a Master of Education from Grand Valley State University, has equipped me with technical skills in communication, event planning, and storytelling. These skills have been essential in my ability to support organizational growth and contribute to team success, whether in higher education or wealth management.I continue to seek opportunities that emphasize relationship-building, process creation, and organizational development, both as an individual contributor and in mid-management roles.
Experience
Client Service Professional
Jun 2024 — Present · MN, US
Education
Otterbein University
Bachelor's of Arts, Public Relations, Advertising, and Applied Communication
2013 — 2017
Grand Valley State University
Master of Education - MEd, College Student Counseling and Personnel Services
Skills
- Leadership
- Time Management
- Public Speaking
- Microsoft Office
- Public Relations
- Event Planning
- Higher Education
- Editing
- Social Networking
- Social Media
- Microsoft Word
- Relationship Building
- Customer Service
- Research
- Powerpoint
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.