Kymberli Thomas

Experience

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  Walmart

  Jul 2011 - Oct 2013

  Pharmacy Clerk

  answering telephones, forwarding calls, taking messages, assisting customers, stocking shelves, operating cash registers, cleaning work areas and sterilizing containers. In some organizations, pharmacy clerks order medications, organize supplies and label drugs as well.

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  Target

  Dec 2013 - Jul 2016

  Guest Services Manager

  - Skills in guest engagement; problem-solving and resolution.- Knowledge of retail business fundamentals including department sales trends, inventory management, guest shopping patterns, pricing, and promotions strategies.- Skills in planning department(s) daily/weekly workload to support business priorities and deliver service and sales goals.- Experience leading a team of hourly team members; including skills in interviewing, developing, coaching, evaluating, and retaining talent.

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  Wells Fargo

  Aug 2016 - May 2018

  Service Manager

  - Serve as a leader in managing risk; accountable for alignment with applicable regulations, policy and procedure requirements, audit and escalation procedures- Lead the team to ensure customers are informed of the ways Wells Fargo can help them succeed financially, by making introductions to other branch team members and sharing digital banking options- Attract, retain and develop talentCoach and provide feedback leveraging performance management tools and processes- Support customers in resolving or escalating concerns or complaints Show less

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  TD Ameritrade

  May 2018 - Jan 2021

  Client Service Executive

  - Responsible for the day-to-day operations and administrative functions of the branch.- Work with Investment Consultants to communicate solutions either directly or indirectly with clients.- Identify and refer lead opportunities to Investment Consultants.- Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back-office partners.- Adhere to all compliance/risk procedures and follow corporate and industry protocols.- Ensure that all paperwork, policy, and procedures for client requests have been adhered to in order to satisfy compliance requirements.- Assist Branch Manager in performing daily key compliance and oversight activities for the branch.- Participate in projects to improve processes and enhance the client experience. -Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm. Show less

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  HCR Wealth Advisors

  Jan 2021 - Mar 2022

  Sr. Client Service Associate

  - Maintains customer relationships by responding to inquiries; documenting actions.- Prepares for customer inquiries by studying products, services, and customer service processes.- Responds to customer inquiries by understanding inquiries; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer’s understanding of information and answer.- Records customer inquiries by documenting inquiries and responses in customers’ accounts.- Improves quality service by recommending improved processes; identifying new product and service applications.- Updates job knowledge by participating in educational opportunities.- Accomplishes customer service and organization mission by completing related results as needed. Show less

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  Lets Get Notarized

  Sept 2021 - now

  Notary Loan Signing Agent

  - Explaining the signing process to the client, including what they should bring to the signing and what information they should bring with them.- Preparing all documents for signing, including reviewing the documents for errors and discrepancies.- Reviewing the documents to ensure that they have the appropriate notary seals and signatures.- Reviewing and explaining any legal terms or concepts that may be unfamiliar to the signer.- Scheduling appointments with clients to meet at specific times and locations.- Explaining the legal significance of their actions as a notary public and state laws regarding notary conduct.- Interviewing clients to determine if they qualify to sign the document in question.- Explaining what will happen during the signing process, including any steps that will be taken to ensure that the signer is who they claim to be.- Witnessing the signing process and noting any irregularities in order to report them to appropriate authorities. Show less

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  PacificView Wealth Management

  Mar 2023 - Jun 2024

  Client Service & Operations Manager

  - Ability to analyze current processes, identify inefficiencies, and implement improvements to streamline operations.- Skill in managing projects related to process improvement, ensuring they are completed on time and within budget.- Ability to identify problems within processes and develop solutions to address them.- Ability to lead a team, provide direction, and motivate team members to achieve project goals.- Proficiency in using software and tools to analyze processes, track progress, and communicate with stakeholders.- Skill in identifying and mitigating risks associated with process changes and improvements.- Commitment to understanding and meeting customer needs through efficient processes and services.- Desire to continuously evaluate and improve processes to increase efficiency and effectiveness.- Understanding of financial principles and how they relate to business processes in a wealth management firm.- Understanding of regulatory requirements in the financial services industry, particularly those relevant to wealth management.- Ability to work collaboratively with cross-functional teams to achieve common goals.- Flexibility to adapt to changing business needs and environments.- Analyze key performance metrics and provide regular reporting to senior management to drive decision-making.- Ensure compliance with all regulatory requirements and company policies.- Oversee the day-to-day operations of the business, including client onboarding, account opening, and trading.- Maintain relationships with external vendors and partners, negotiating contracts and ensuring quality service delivery. Show less

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  Perigon Wealth Management, LLC

  Jul 2024 - now

  Private Client Services