For over six years Kimberly Jefson worked in different jobs. Recently, this person worked as a Client Services Coordinator in Kerntke Otto Mcglone Wealth Management Group developing different skills. This expert graduated from University of Wisconsin - Fox Valley where this expert received all the required skills. This person has all required skills for position, that is proven by particular certifications in Life Insurance Agent You can find this expert in Appleton, Wisconsin, where he is located nowadays. SoftwareOfficial has all the information you need to be in touch with Kimberly Jefson, such as this expert's phone number or e-mail. Feel free to send us the request to get more data.
Name variants:
Kimberley Jefson,
Kim Jefson
Last updated May 26, 2024
Contact Information
Workplace
Client Services Coordinator
Appleton, WI
Industry
Financial Services
Colleagues
Work History
Client Services Coordinator
3601 east Evergreen Dr SUITE 100, Appleton, WI 54913
Maintaining office accounting and payroll
Provide clients with information on products and services both over the telephone and in
person
Adeptly handle administrative matters including ...
from Nov 2007
Aquatics Director
330 west Hickory St, Seymour, WI 54165
Managed and maintained aquatics facility. Programmed activities and supervised staff. I oversaw the marketing, special events/projects and public relations. Part of my job was scheduling the...
Sep 2004 — Apr 2007
Aquatics Supervisor
330 west Hickory St, Seymour, WI 54165
Managed front desk operations including; cash handling, sales, customer service, data input and other administrative tasks.
Role Overview:
Supervised student workers in collaboration with...
2001 — 2004
Education
Occupations
Coordinator
Executive
Chief Administrative Officer
Sales Specialist
Equipment Tools Purchasing Agent
Accountant
Finance and Accounting Specialist
Director
Supervisor
Office Assistant
Managers
Chief Executive
Department Store Salesperson
Retail Salesperson
Accounting Bookkeeper
Bookkeeper
Operations Manager
Office Clerk
Clerical Specialist
Skills
Microsoft Office
Customer Service
Microsoft Excel
Customer Relations
Life Insurance License 2007 Present
Redtail Technology
Quickbooks
Microsoft Word
Office Administration
Payroll
Scheduling
Event Planning
Teamwork
Leadership
Morningstar
Paychex
Office 365
Client Relations
Client Billing
Outlook
Marketing
Time Management
Administration
Budgeting
Documentation
Cash Management
Organization Skills
Project Management
Communication
Newsletters
Client Services
Employee Training
Problem Solving
Financial Services
Appointment Scheduling
Purchasing Supplies
Prioritize Workload
Complaint Management
Confidentiality
Calendar Planning
Meeting Scheduling
Special Events Coordination
Spreadsheets
FAQs about Kimberly Jefson
What is the main profession of Kimberly Jefson?
This professional's job is Communications Specialist
What are the main profession of Kimberly Jefson?
These person's professions are Coordinator
Where is Kimberly Jefson currently located?
The professional is currently located in Appleton, Wisconsin.
How many companies did Kimberly Jefson work at?
The professional worked at three jobs.
What education does Kimberly Jefson have?
Kimberly studied at the University of Wisconsin - Fox Valley.
What are the certifications of Kimberly Jefson?
This professional received the following certifications: Life Insurance Agent.
Are there any professional industries, that Kimberly Jefson works in?
This person works in Financial Services industry.
What are professional skills of Kimberly Jefson?
Kimberly Jefson has skills in the following areas: Microsoft Office, Customer Service, Microsoft Excel, Customer Relations, Life Insurance License 2007 Present, Redtail Technology, and Quickbooks.