Emily Kopinski
Philadelphia
Summary
Client service professional with proven track record in fostering client relationships and providing top-tier support. Notable for consistently improving client satisfaction through effective problem-solving and proactive communication. Highly collaborative, adaptable to changing demands, and committed to achieving team goals. Skilled in client management, administrative tasks, and customer service.
Overview
7
7
years of professional experience
Work History
Client Service Associate/Executive Assistant
UBS Financial Services
10.2023 - Current
- Assists in the retention of high-value clients through proactive communication and exceptional service delivery.
- Responds promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Coordinates with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
- Increased team efficiency by developing streamlined processes for client communication and account management.
- Contributed to the development of marketing materials targeted at promoting products and services more effectively among existing and prospective clientele groups.
- Manage calendars, schedule meetings and appointments and coordinate travel arrangements to optimize time.
- Process all travel expenses and reimbursements for team.
Client Service Associate
Merrill Lynch
04.2019 - 10.2023
- Provided dedicated operational support in a fast-paced and demanding environment - assisting in all areas of practice including business management, customer service and administration.
- Worked seamlessly across different departments to take care of and solve for client and or operational issues.
- Organized and prioritized tasks and projects while working within strict timeframes and deadlines.
- Simultaneously operated a multi-line phone system and Outlook to communicate with clients and internal personnel.
- Coordinated travel arrangements and completed expense reports for reimbursement.
Office Manager
STARR Restaurants - Parc Restaurant
07.2018 - 04.2019
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Managed office inventory and placed new supply orders.
- Oversaw receiving and organizing correspondence and answering and forwarding calls.
- Administered payroll and maintained proper documentation of employee personnel.
- Coded and entered daily invoices with in-house accounting software.
Education
Bachelor of Science - Leisure and Sports Studies
Kutztown University of Pennsylvania
Skills
- Concur Expense Management
- Proficient in MS Office
- CRM Proficiency
- Microsoft Teams Proficiency
- Office Administration
- Account Relationship Management
- Expense Management
- Calendar Management
- Document Management Expertise
- Cross-Functional Teamwork
- Innovative Problem Solving
- Client Retention Techniques
Timeline
Client Service Associate/Executive Assistant
UBS Financial Services
10.2023 - Current
Client Service Associate
Merrill Lynch
04.2019 - 10.2023
Office Manager
STARR Restaurants - Parc Restaurant
07.2018 - 04.2019
Bachelor of Science - Leisure and Sports Studies
Kutztown University of Pennsylvania
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