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

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

High school diploma-graduated