jenny giambastini

Client Service Associate. Responsibilities included daily cashiering/check processing, opening and maintaining client accounts and records, handling incoming client-related requests, event planning for client events, marketing and compliance approvals, account transfers, processing wires and ACH transfers, 401(k) rollovers, scheduling client meetings, training new employees, annuity and life insurance processing.

Liaison between clients, their financial planner, investment and insurance companies, and external money managers. Provided client support services, scheduled client reviews, prepared reports for client reviews, processed new accounts and account changes, transfers, deposits and withdrawals, researched various things for the senior financial planner/business owner, developed and maintained internal business reports measuring various company statistics, and participated in weekly team meetings. Member of the planning team and technology team. Assisted in the conversion of our client contacts database from ACT by Sage to Junxure, including employee training of new technology, mapping data fields, data entry, and data clean-up.

Originally hired on as an Export Compliance Assistant for ComputerLand Corporation (in March 1994 the company changed its name to Vanstar Corporation), and later became a Legal Assistant to one of the in-house attorneys and was the project manager of developing and implementing a corporate-wide records retention plan for the company. Later transitioned into the Sales Division as a Project Manager and Proposal Writer. Companies would submit Requests for Proposals for information technology and our department handled the larger bids valued over $1 million where we would create written proposals to bid on projects offering customized information technology and networking solutions, and computer hardware and software packages to businesses.

Temporary full-time placements at Southland Corporation and ComputerLand Corporation. At Southland Corporation filled the role of Executive Assistant to the CFO while their permanent employee was out on leave for a few months. At ComputerLand Corporation filled the role of an Office Assistant in the Export Compliance Department for a few months, and then accepted a permanent full-time position as the Export Compliance Assistant at ComputerLand.

Direct-mail marketing of textbooks and journals. Responsibilities included working with graphics designers on brochure design and layout, copy writing, proofreading, market list research, working with editors on textbook marketing copy, attended several professional conferences to set-up and run book display booths and talked to conference attendees to promote Sage Publications books and journals.