Improver

Lori Walker

Client Service Associate at UBS Financial Services

Mesquite, Texas

"Excellence is doing ordinary things extraordinarily well."
"No one is more cherished in this world than someone who lightens the burden of another."

• Proficient at multi-project management including prioritization and organization
• Experienced at change and transition management including company mergers and splits
• Passionate about dedicated customer service for both internal and external clients
• Support skills include calendars, expenses, billing, special projects, and communications
• SalesForce, Constant Contact, SharePoint, Outlook, Word, Excel, Adobe, OneNote, PowerPoint

Versatile and organized, I am skilled at managing multiple projects, providing exceptional client support, and streamlining office operations for noticeable productivity gains. I am proficient in Outlook, Word, Excel, and PowerPoint and have completed courses in customer service and team leadership.

I also freelance write and have created hundreds of thoroughly researched articles and blog posts about a variety of topics including health and beauty, fashion, restaurants, retail and e-commerce sites, and small business marketing.
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**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

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Experience:

• Marketing Coordinator (Osmotics Cosmeceuticals)
• Senior Administrative Assistant, Audit (Travis Wolff, LLP)
• Executive Assistant II, Finance (Comerica Bank)
• Registered Client Service Associate (UBS)
• Executive Assistant, Marketing & Sales (Truco Enterprises)
• Client Service Associate (UBS)

Skills:

• Change Management
• Research
• Organization & prioritization skills
• PowerPoint
• Microsoft Excel
• Human Resources
• Management
• Auditing
• Employee Relations
• Business Development
• Project Management
• Employee Training
• Customer Service
• Process Optimization
• Microsoft Office
• Outlook
• Internal Communications
• Financial Reporting