L. Michelle Martin
Liverpool,UK
Summary
Detail-oriented professional with strong writing, interpersonal, and customer service skills. Strong Microsoft Excel and Word, with expertise in account setup, payment processing, and data entry. Demonstrates exceptional organizational abilities and effective task prioritization in fast-paced environments. Collaborative team player with a focus on client relations and a commitment to continuous professional development.
Overview
24
24
years of professional experience
1
1
Certification
Work history
HEALTHCARE SUPPORT WORKER
Impression Health and Support Ltd.
Liverpool
2023.09 - 2026.02
- Collaborated effectively with healthcare professionals to provide comprehensive care for patients.
- Documented patient observations accurately for healthcare team's reference.
- Attended mandatory training courses on regular basis to keep skills updated.
- Helped residents with basic living skills such as dressing and feeding themselves.
- Ensured timely delivery of meals and refreshments, maintaining hydration levels of patients.
- Communicated sensitively with patients whilst respecting privacy and dignity at all times.
- Assisted in mobility exercises to enhance physical strength and recovery of patients.
- Practiced infection control standards to maintain patient health and safety.
- Helped individuals with day-to-day activities while consistently encouraging independence and self-belief.
- Supported patients through personal care tasks such as toileting, showering and feeding, maintaining sensitivity to needs and ensuring comfort, dignity and safety throughout.
- Assisted in all aspects of personal care, retaining comfort and dignity.
- Maintained strict confidentiality of information regarding patients.
- Provided hygiene care to patients, ensuring skin integrity and accurately observing, recording and reporting on changes to minimise damage.
SR. REGISTERED CLIENT ASSOCIATE
WELLS FARGO ADVISORS LLC
Walnut Creek, CA USA, USA
2007.07 - 2021.12
- Cultivated and enhanced client relationships through effective communication.
- Successfully delivered on tasks within tight deadlines.
- Carried out day-to-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Consistently arrived at work on time and ready to start immediately.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Used Microsoft Word and other software tools to create documents and clear communications.
- Completed customer orders with speed and accuracy.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
SR. REGISTERED CLIENT ASSOCIATE
CITIGROUP GLOBAL MARKETS INC.
Walnut Creek, CA USA, USA
2007.03 - 2007.07
- Delivered streamlined administrative processes resulting in timely account transfers..
- Carried out day-to-day duties accurately and efficiently.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Consistently arrived at work on time and ready to start immediately.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Completed duties to deliver on targets with accuracy and efficiency.
- Displayed energy and enthusiasm in fast-paced environment.
- Completed customer orders with speed and accuracy.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
SR. REGISTERED CLIENT ASSOCIATE
UBS FINANCIAL SERVICES INC.
Walnut Creek, CA USA, USA
2007.02 - 2007.03
- Provided operational and sales support to multiple Financial Advisors. Handled all administration, incoming and outgoing transfers, daily contact with clients, processing all client requests.
- Carried out day-to-day duties accurately and efficiently.
- Successfully delivered on tasks within tight deadlines.
- Supported team by demonstrating respect and willingness to help.
- Consistently arrived at work on time and ready to start immediately.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Increased customer satisfaction by resolving issues.
- Displayed energy and enthusiasm in fast-paced environment.
- Completed customer orders with speed and accuracy.
REGISTERED CLIENT ASSOCIATE
CITIGROUP GLOBAL MARKETS INC.
Walnut Creek, CA USA, USA
2002.06 - 2007.02
- Provided operational and sales support to multiple Financial Advisors. Handled all administration, incoming and outgoing account transfers, daily contact with clients, processing all client and Advisor requests. Open new brokerage accounts, onboard accounts, process all money movements per client and Advisor requests.
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Resolved client issues swiftly for enhanced business reputation.
- Enhanced customer relationships by addressing queries promptly and professionally.
- Provided administrative support for efficient office operations.
Education
Diploma -
Olathe North High School
Olathe, KS USASkills
- Exceptional writing, interpersonal and customer service skills
- Strong technical skills (MS Word and Excel)
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Team player and ability to collaborate with others, as well as work alone
- Ability to work in fast paced, evolving environment
- Self-Motivated initiative
- Time management efficiency
- Microsoft Excel
- Account setup
- Payment Processing
- Data Entry
- Detail Orientated
- Client relations
Certification
- Previously active licenses: Series 7 (GS), Series 66 (IA), Series 63
- CRD # 4174784
Custom
Right to work in UK. Share code available upon request
Timeline
HEALTHCARE SUPPORT WORKER
Impression Health and Support Ltd.
2023.09 - 2026.02
SR. REGISTERED CLIENT ASSOCIATE
WELLS FARGO ADVISORS LLC
2007.07 - 2021.12
SR. REGISTERED CLIENT ASSOCIATE
CITIGROUP GLOBAL MARKETS INC.
2007.03 - 2007.07
SR. REGISTERED CLIENT ASSOCIATE
UBS FINANCIAL SERVICES INC.
2007.02 - 2007.03
REGISTERED CLIENT ASSOCIATE
CITIGROUP GLOBAL MARKETS INC.
2002.06 - 2007.02
Diploma -
Olathe North High School