About Kelly Beaupre:
Experienced Manager with strong communication skills at client and executive levels. Skilled problem-
solver with attention to detail. Adaptable and efficient in managing complex tasks and routine tasks
alike. Proactive in offering alternative solutions. Adheres to current and changing policies. Able to work
independently and collaboratively. Good communicator, problem-solver, and analytical thinker.
• Teams
• Redtail
• Salesforce
• Envestnet
• Schwab
• Fidelity
• DocuSign
• Zoom
• Microsoft Office
• Google Suite
Experience
Client Services Assistant
Edelman Financial Engines - Eden Prairie, MN
April 2022 to October 2023
• Ensures accurate completion of prospect or new client paperwork and account set up, prepares account
transactions, trades, deposits, withdrawals, RMDs and fund transfers
• Research and follow up on any issues with the EFE Operations, vendors or custodians
• Dialogues with clients to understand their personal history, current financial needs and to understand
client requests, determines what needs to be done
• Gather client data and prepare the materials for client meetings and reviews, conduct tax research
1099/549 and completes any review follow up needs for client
• Assist clients in navigating and utilizing the company's online platforms and tools to manage their
financial accounts effectively
• Assist in organizing and maintaining client files, ensuring all necessary documentation is present and
up to date
• Provide exceptional customer service by promptly responding to client inquiries and resolving issues
Education
High school diploma-graduated
Professionals in the same Accounting / Finance sector as Kelly Beaupre
Professionals from different sectors near Minneapolis, City of Minneapolis, Hennepin
Damien Williams
Service Technician
Manufacturing / Mechanical
Elliot Osthoff
I own a business called Gamebox Systems. We offer many services for 3d design, 3d printing, circuit design, and other types of manufacturing. We have taken on many jobs from our customers, and have be ...
Other users who are called Kelly
Kelly Calleo
Data Solutions Strategist | Tech and Marketing
Technology / Internet
Kelly Pereyra
Tech field trainer and development
Technology / Internet
Jobs near Minneapolis, City of Minneapolis, Hennepin
-
production laborer
Found in: One Red Cent US C2 - 1 month ago
WELLS ROSEMOUNT, United States Full timeWELLS: A CAREER WORTH BUILDING · Wells is one of the largest prefabricated building solution providers with locations across the central U.S., providing meaningful work in many different regions. We are a family-owned company that has celebrated 70 years of success. · At the end ...
-
IOT Network FieldTechnician
Found in: Lensa US 4 C2 - 6 days ago
Procellis Technology Inc Minneapolis, United StatesWhy Work with Procellis Technology, Inc. · Procellis is a top workplace in the Twin Cities with a positive, collaborative, and inclusive culture. We value every member of our team. Our benefits package includes 3 weeks of PTO in the first year, 10+ paid Holidays, 401(k) employer ...
-
Senior Director, Investor Relations
Found in: Lensa US 4 C2 - 6 days ago
Insulet Corporation Acton, United StatesInsulet started in 2000 with an idea and a mission to enable our customers to enjoy simplicity, freedom and healthier lives through the use of our Omnipod product platform. In the last two decades we have improved the lives of hundreds of thousands of patients by using innovative ...
