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Emily Arnold
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Client Partnership and Sales Professional
Windermere, Florida, United States
Résumé
Jobs
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Senior Client Partnership AssociateNewtonXMay 2022 - Oct 2023 (1 year 6 months)Lead contact for portfolio of market research clients. Host client calls to align on project goals, budgets, and contracts. Conduct proactive outreach to address client questions and concerns to provide clarity into processes and share effective recommendations for quantitative and qualitative research studies.- VClient Service & Operations AssociateVision Capital Management, Inc.Mar 2017 - May 2022 (5 years 3 months)Supported Client Relationship team with prospecting, onboarding, and client management. Served as the primary custodian knowledge base (Charles Schwab, Fidelity Investments, TD Ameritrade) and contact for VCM. Established and maintained taxable and retirement accounts. Oversaw the processing of estates, including distribution, tax withholding, correspondence with charitable organization beneficiaries, etc. Demonstrated digital platforms to clients both in-person and virtually, including walkthroughs of how to navigate dashboards, report generators, document-sharing, and other features to ensure effective usage. Highlights include, but not limited to: - Onboarded HNW and UHNW clients, including coordinating with outside accounting and legal
Education
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- Bachelor of BusinessPortland State University