Natalie Ferriell

WIM Analyst on the Private Wealth Portfolio Management team

• Assist Zhang Financial's client service team by handling client service requests and special projects. • Demonstrate strong critical-thinking skills to analyze financial data and make informed recommendations.

• Compiled monthly financial reports with complete and accurate data, performed reconciliations, completed miscellaneous billings, and filed financial records. • Maintained integrity of financial records while meeting established goals and timelines for completing repetitive monthly reports.

• Reached out to potential students to offer information and support. • Acted as a resource for possible students and parents at campus events. • Represented Western Michigan in a professional manner in and out of the office.

• Assist the inventory and returns team in managing financial data and transactions related to inventory and returns processes. • Collaborate with team members to ensure accurate and timely recording of inventory and returns data in the financial system. • Stay updated on industry trends and best practices in inventory management and returns processing.

• Responsible for excellent customer service to our members and guest along with selling merchandise. • Assisted with indoor and outdoor services as well as tournament operations. • Corrected all inventory as well as made sure everyone was billed correctly. • Made sure that when managers left that all closing procedures are completed.

• Responsible for creating a welcoming and helpful environment. • Handled customers' questions. • Provided customer service by working on the register and answering phones. • Managed signing up customers for fittings, lessons, and tee times.

• Managed cash registers and inventory ipads • Stayed up to date on new promotions, inventory updates, and corporate rules.