Stephanie Kerekes
Director First Impressions & Client Service Associate @Alphastar Wealth Management Emerald Coast
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WORK HISTORY
Director First Impressions & Client Service Associate @Alphastar Wealth Management Emerald Coast
US
Developed and enhanced account application processes for all types of investment management accounts to streamline client onboarding, ensuring adherence to strict compliance requirements. Creates detailed proposals for annuity investment opportunities; presented to clients in a variety of creative formats. Successfully opens and manages new client accounts, ensuring all necessary documentation is completed accurately and efficiently. Regularly updates company materials, maintaining a commitment to accuracy and adherence to timelines, essential to meet application and supporting documentation submission deadlines. Facilitates seamless transfer of assets between accounts, distribution and contributions, utilizing a systematic approach to monitor completion, verify tax rates, and ensure the integrity of ACH money links. Oversee periodic distributions, ensuring compliance with regulatory requirements and client preferences while enhancing client satisfaction. Respond to inquiries in person, via telephone, or email, and provide information about the company\'s services and operations. Optimize scheduling and confirmation of appointments, managing meeting and bookings with a strategic focus on resource efficiency, and allocation. Provides proactive organizational support in assisting the coordination of company event’s success through meticulous planning and execution, enhancing client experience. Collaborates with facility management vendors, including cleaning, catering, and security services, establishing strong partnerships and seamless operations that reflect the vendor relationship.
EDUCATION
University of North Florida
AA, Human Resource Management
ABOUT STEPHANIE KEREKES
As a proposal manager, I leveraged my 30 years of program management experience and my analytical and problem solving skills to create and deliver winning proposals for various government contracts. I worked with cross-functional teams, stakeholders, and clients to ensure alignment, compliance, and quality of the proposals. I am passionate about continuous process improvement and innovation. I have successfully implemented process improvement initiatives in my previous roles, resulting in increased efficiency, productivity, and customer satisfaction.
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