Kayla Whitaker is a eficient expert, that works in Ycg on the position of Client Service Executive from 2017. This person has earned professional experience in more than seven positions at various companies. Kayla Whitaker went to the The University of Georgia and was studying from 2014 to 2017. Atlanta, Georgia is the city, where this professional was lastly known to settle. This person's contacts can be easily accessed through SoftwareOfficial on demand.
Name variants:
Kayla Whitaker
Last updated May 30, 2024
Contact Information
Last Update
Jul 4, 2022
Email
ka**@yourretirementcoach.com
Location
Atlanta, GA
Company
Ycg Inc
Workplace
Client Service Executive
Work History
Client Service Executive
Georgia
in charge of servicing all new/onboarding clients.
handles money transfer
process client service paperwork
preps advisor appointments
data gathering
prepares net worth statements
prep...
from Jul 2017
Sales Associate
800 Commonwealth Dr, Warrendale, PA 15086
Assisted in assembling product displays
Responsible for receipts and handling around $4000 daily
Responsible for meeting daily fragrance sales goals
Jul 2016 — Jun 2017
Voluntary Income Tax Assistant
6705 Sugarloaf Pkwy, Duluth, GA 30097
Gathers all financial statements and documents needed to perform tax returns
Used Tax Slayer Software
Prepares tax returns for clients
Jan 2017 — Apr 2017
Intern
1200 Ashwood Pkwy SUITE 155, Atlanta, GA 30338
Instructed financial literacy concepts to middle and high school students
Maintained control of a room filled with roughly 25 students
Created fun and engaging activities daily
Apr 2016 — Sep 2016
Bartender
1000 Darden Center Dr, Orlando, FL 32837
Provided exceptional customer service in a fast-paced environment
Managed financial transactions
Maintained and restoced inventory daily
Jan 2015 — Jan 2016
Hostess
Created fun and engaging experiences for families and guest
Served food/beverages to guest
Ensured safety of all participants
Oct 2012 — Aug 2015
Camp Counselor
9525 Bryn Mawr Ave, Rosemont, IL 60018
Ensured the safety of all campers
Became certified in First Aid and CPR
Conducted physical education activites
Developed leadership and team building skills
Apr 2012 — Aug 2014
Education
2014 — 2017
Occupations
Advisor
Executive
Receptionist
Front Desk Clerk
Accountant
Finance and Accounting Specialist
Sales Specialist
Sales Account Associate
Front Office Receptionist
Accounting Bookkeeper
Bookkeeper
Sales Executive
Sales Manager
Skills
Teamwork
Leadership
Customer Service
Microsoft Powerpoint
Friendly Personality
Time Management
Financial Literacy
Team Building
Sales
Time Value of Money
Empathy
Marketing
Retail