Client Service Associate@ GW & Wade, LLC
Wellesley Hills, Massachusetts, United States
Heidi Lynch
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Roger Williams University
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Tell me more about Heidi Lynch?
FlashIntel GPTHeidi Lynch is an experienced Executive Assistant with 13.3 years of work experience in the financial services industry. She has strong skills in social media, Microsoft Office, event planning, customer service, and more. Heidi has worked at GW & Wade, LLC as a Client Services Associate and at VMRay as an Inside Sales Coordinator. She also has experience as a Brand Program Coordinator at Global Partners LP and as an Executive Assistant at Lycos Media. Heidi is based in the United States.
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About
Experienced Executive Assistant with a demonstrated history of working in the financial services industry. Strong administrative professional skilled in Microsoft Word, Management, Adobe Photoshop, Social Media, and Microsoft PowerPoint.
Work Experience
Client Service Associate
Financial Services
Heidi Lynch's Professional Milestones
- Client Service Associate (2017-07-01~): Provided exceptional customer support, resolving inquiries and enhancing loyalty to clients.
- Brand Program COOrdinator (2015-11-01~2017-02-01): Successfully managed the implementation of digital marketing campaigns to increase brand visibility and drive engagement.
Education
Communications,
Bachelors,
Bachelor Of Arts
2006-2010Skill
Social Media
Microsoft Office
Event Planning
Customer Service
Microsoft Excel
Public Relations
Social Media Marketing
Social Networking
Microsoft Word
Marketing
Powerpoint
Outlook
Salesforce.com
Data Entry
Data Analysis
Management
Photoshop
Dreamweaver
Lotus Notes
Advertising
Certification
Colleagues
Dave Pinto
it director at gw & wade llc
Matthew Valentine, JD
associate general counsel and chief compliance officer at gw & wade llc
Bryan Ciborowski
Vice President Of Client Development
Christopher Dolan
Director of Broker | Dealer Operations
Heather Schirmer Mahoney, JD
principal vice president of operations and general counsel at gw & wade llc
Other Named Heidi Lynch
Frequently asked questions
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Heidi Lynch's social media include: Linkedin,
Heidi Lynch works for GW & Wade, LLC
Heidi Lynch's role in GW & Wade, LLC is Client Service Associate
Heidi Lynch works in the industry of Financial Services
Heidi Lynch's colleagues are Dave Pinto,Matthew Valentine, JD,Bryan Ciborowski
Heidi Lynch's latest job experience is Client Service Associate at GW & Wade, LLC
Heidi Lynch's latest education in Roger Williams University
