Vicki Martins
Financial Services Associate | MBA in Finance | Focused on Client Experience & Financial Solutions
- Role
- Financial Services Associate at Creative Planning
- Location
- Warrensburg, MO, US
- LinkedIn followers
- 500 followers
About Vicki Martins
I’m an early-career finance professional with an MBA in Finance and a strong foundation…
Experience
Financial Services Associate
Feb 2025 — Present · Warrensburg, MO, US
Identified and implemented scheduling improvements that reduced client wait times by up to 33% and minimized appointment overlaps, enhancing overall efficiency and customer satisfaction.Handled a high volume of inbound client calls, addressing inquiries, resolving issues, and scheduling services with professionalism and efficiencyManaged front-desk administrative tasks including data entry, document handling, and client check-in, supporting office operationsPrepared and reviewed an average of seven individual tax returns per day during tax season using Drake Tax Software, ensuring accuracy, IRS compliance, and on-time filing
Education
University of Central Missouri
BSBA, Finance
2020 — 2023
University of Central Missouri
Master of Business Administration - MBA, Finance
2023 — 2024
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