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Client Service Specialist

Specialist & Consultant

I've worked in Retail for a few years- Belk, Starbucks and I used to own a restaurant in Wrightsville Beach. Currently I am working at a financial investment firm. I have several years experience managing clients as well as working with the public. For 7 years I worked with the school system in New Hanover County.

•Tracking and maintaining client information, facilitating account openings, transitions, restructurings, closings and cash flows for commingled fund participants 
•Communicate effectively with internal parties (e.g. Client Service, Marketing, Compliance, Portfolio Construction, Operations) and external parties (investors, fund administrator, custodian, outside counsel) 
•Responsible for team’s monthly and quarterly deliverables to internal and external constituents 
•Ensure prompt follow up to open issues 
•Perform administrative duties across the team (3 Wealth Advisors)
•Help to improve existing workflow procedures

•Follow all rules, policies and procedures of NHCS along with state and federal regulations pertaining to school/technology issues.
•Serve as back – up to Treasurer/Data Manager- NCwise 
•Co-facilitate staff  trainings and workshops
•Perform various clerical duties as needed and maintain records of students’ progress/check NCwise as needed for academic progress
•Ensure all computers and related equipment in the school is working properly; arrange for needed maintenance.
•Troubleshoot problems with computers and other equipment; assist users with full utilization of available hardware and software.
•Perform simple installations of computer software and hardware; maintain complete inventory of computers and related hardware.
•Assist with inventory of software licensing; track and control loaning of technology equipment to school personnel and students.
•Assist the teacher by monitoring and assisting special need students in the classroom and during other activities to ensure the provision of quality instruction in a safe environment.
•Follow all Accommodations/Modifications associated with IEP’s (Individual Education Program) general adapting instruction, equipment and tools for students with special needs.
•Shadow students with in AU (Autism) program, assisting students with work, meeting deadlines and organization skills 
•Follow BIP and de-escalating techniques (Mindset Training Certified- Restraint Training Certified)

Teacher Assistant, Technology Assistant

•Allocated funds for accounts using School Funds, Local, State and Federal Budgets
•Verify Funds, manage fundraising, acquire and track Purchase orders and Purchase Requisitions to assign to invoice, manage reimbursements.
•Accurately retain record of absences for school-based employees-SPEED/TAC (AS-400) 
•Submit payroll and leave time for all employees
•Maintain Monthly Fire inspection/drill and Sanitation Reports
•Schedule appointments Answer phones, enroll students, and assist Principal with daily operation of front

Treasurer/Secretary

Find out detailed information about Kary Lawson, Client Service Specialist in Wilmington, NC

Kary Lawson: Client Service Specialist in Wilmington, NC

Kary Lawson