Hattie Miller
Chattanooga
Summary
Dedicated Client Service Associate with expertise in financial services and client relationship management. Skilled in account operations and advisor support, ensuring exceptional client service. Offers a marketing perspective to enhance communication and engagement, contributing to a superior client experience.
Overview
4
4
years of professional experience
Work History
Client Service Associate
HHM Wealth Advisors
Chattanooga
08.2025 - Current
- Manage daily client service operations including account administration, trade support, and scheduling client meetings to ensure seamless client experiences.
- Provide ongoing and proactive service to clients, addressing inquiries, resolving issues, and maintaining strong, trust-based relationships.
- Collaborate closely with financial advisors and operations staff to support client needs and improve workflow efficiency.
- Maintain organized and up-to-date client records, ensuring compliance with firm standards and regulatory requirements.
Server
Pizza Bros
Chattanooga
08.2022 - 08.2025
- Delivered high-quality customer service in fast-paced environment, enhancing guest satisfaction and retention.
- Managed multiple priorities, ensuring timely service and maintaining attention to detail.
- Collaborated with team members to uphold operational excellence and foster positive work environment.
Marketing Intern
ProScout Business Development
Chattanooga
09.2024 - 05.2025
- Executed marketing initiatives that increased brand visibility and supported overall business growth.
- Developed and managed on-brand social media content to engage target audiences and improve digital presence.
- Engaged in proactive client outreach and relationship-building to support business growth and client engagement.
- Maintained CRM systems, ensuring accurate client data and improving communication efficiency.
Education
Bachelor of Science - Business Administration
University of Tennessee At Chattanooga
05-2025
Skills
- Client relationship management
- Client Communication & Training
- Process Improvement
- Microsoft Excel
- PowerPoint
- Word
- Digital communication
- Networking
- Time Management
Timeline
Client Service Associate
HHM Wealth Advisors
08.2025 - Current
Marketing Intern
ProScout Business Development
09.2024 - 05.2025
Server
Pizza Bros
08.2022 - 08.2025
Bachelor of Science - Business Administration
University of Tennessee At Chattanooga