Client Service Specialist@ Pactolus Private Wealth Management, LLC
Washington, District Of Columbia, United States
Kim Hamlet
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Indiana Wesleyan University
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FlashIntel GPTKim Hamlet is a highly experienced Client Service Specialist with over 20 years of work experience in the banking industry. She has a strong background in commercial banking and treasury management, building excellent client relationships. Kim is known for her meticulous, organized, and problem-solving skills. She has worked at Pactolus Private Wealth Management, LLC and JPMorgan Chase & Co., gaining valuable experience in customer service and executive administrative assistance. Kim is based in the United States and is known for her expertise in areas such as SharePoint, PeopleSoft, and business analysis.
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About
Client Service Specialist with extensive commercial banking and treasury management experience. Building excellent client relationship. Articulate, organized, problem solver with substantial experience in the Middle Market Banking and Specialized Industries.
Work Experience
Client Service Specialist
Financial Services
Kim Hamlet's Professional Milestones
- Executive Administrative Assistant To The Chairman (2008-02-01~2011-09-01): Streamlined administrative processes to improve efficiency and enhance the overall productivity.
- Client Service Specialist (2015-07-01~): Delivered exceptional technical support to clients, exceeding satisfaction targets and fostering consistent communication.
Education
Bachelors,
Bachelor Of Science
2007-2012Skill
Banking
Sharepoint
Peoplesoft
Dunn And Bradstreet
Event Planning
Portfolio Management
Office Management
Business Analysis
Relationship Management
Education
Team Leadership
Treasury Management
Commercial Banking
Microsoft Office
Event Management
Customer Service
Financial Analysis
Investment Banking
Project Management
Corporate Events
Research
Database Administration
Certification
Colleagues
Soraya Howard
Director of Administration
Angela Perry
managing director at pactolus private wealth management
Donniecia Cummings
strategic initiatives & process improvements finance operations project management aspiring product developer climate & renewable energy fanatic duke mba candidate forté fellow
Karen Viola
Marketing Communications Lead
Suzgo Munthali
Investment Operations Lead
Other Named Kim Hamlet
Frequently asked questions
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Kim Hamlet's social media include: Linkedin,
Kim Hamlet works for Pactolus Private Wealth Management, LLC
Kim Hamlet's role in Pactolus Private Wealth Management, LLC is Client Service Specialist
Kim Hamlet works in the industry of Financial Services
Kim Hamlet's colleagues are Soraya Howard,Angela Perry,Donniecia Cummings
Kim Hamlet's latest job experience is Client Service Specialist at Pactolus Private Wealth Management, LLC
Kim Hamlet's latest education in Indiana Wesleyan University
