Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

STACIA BOUDREAULT

Lake Wylie

Summary

Client Relations professional with significant experience in multiple areas of customer service and proven ability to effectively manage client accounts to ensure satisfaction.


Skilled with excellent verbal and written communication and problem-solving abilities, achieving conflict resolution, and adapting to evolving needs.


Known for reliability, flexibility and results-driven approach in dynamic and high-pressure environments.


Known for strong focus on team collaboration and achieving results. Reliable and adaptable, with excellent communication and problem-solving skills


Demonstrates strong attention to accuracy and details and known for a strong focus on team collaboration and achieving positive results.


Enhancing client satisfaction through proactive account management, research, and follow-through for complete and error-free resolution resulting in strong client relationships.

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Overview

33
33
years of professional experience
1
1
Certification

Work History

Client Representative, Foundational Services Ops

The Vanguard Group Investment Company
04.2021 - Current
  • Complete Resolution of client and account issues involving account maintenance, research, submitting necessary reports and forms, and followup calls to clients as needed
  • Training Coach: Selected to be a coach for new and onboarding crew and contractors involving groups and one-on-ones; also including live coaching involving training crew/contractor receiving calls from clients and assisting crew members in coaching groups with positioning Digital Opportunities because of my exceptionally high digital score
  • Security Codes Accommodation Team: Selected to be on this that support team involving researching accounts and providing permissions whether to approve or disapprove crew and contractors to disable client account security codes
  • JOBS TOOL: Developed and streamlined a JOBS TOOL “shortcut” document including all departments (on my own time or during excess capacity hours)
  • Document contained all available Journeys and descriptions, option/codes/extensions resulting in efficiency and accuracy in connecting clients to the correct journeys
  • Although the JOBS TOOL was updated shortly after this project was completed, I was recognized by my leaders for this project
  • VBA Transition Team: Selected to be on this newly developed project to assist multiple clients in transitioning their TA accounts to Brokerage Accounts
  • Recognition by leaders and managers as one of the team members having the most successful account transitions and for excellent CSAT (client satisfaction) scores.
  • Trust Transition Team: Selected to be on this team for my excellent CSAT (client satisfaction) scores to assist clients with complex Trust transitions to Brokerage Accounts.
  • Account Security: Selected to be on this Team following all protocols in contacting multiple clients to ensure the security of their accounts and safety of online account access
  • Client Account and Case Management: Selected to be on this Team to resolve multiple complex client account issues, (managing at least 30-50 clients and their accounts at one time); involving extensive research of documents and cases, processing issues, creating daily detailed notes with case updates and scheduled client followups documented in Dynamics daily, assisting clients with completing both paper form and online form applications to avoid delays in document processing, and providing complete resolution of all existing client and account issues
  • Developed strong relationships with clients by establishing trust and understanding their unique requirements.
  • Enhanced client experience by offering tailored support based on personalized individual needs and solutions to drive satisfaction.
  • Documented detailed issue histories and accurate updates to case records and client accounts.
  • Strengthened client relationships by providing exceptional customer service and support, preventing call escalation.
  • Cross-trained and backed up other customer service managers.

Owner/Instructor

Adagio School of Dance and Performing Arts
09.2010 - 09.2018
  • Choreography/Instruction of all genres of dance; ballet, tap, jazz, hip-hop, acrobatics, and vocal lessons to large and small groups, soloists, duos, and trios
  • Management of the studio website
  • Preparation/writing/editing of documents and all vocal students
  • Accounts Receivable/Payable
  • Customer Service: Responsible for phone calls, emails, letters to customers when necessary, and monthly updates
  • Solving Customer Issues “Customer Relations” aspect of the business
  • Assisting with organizing fundraising and performance events; selecting dancers and vocalists to perform at various events
  • Writing all scripts, directing, and choreographing all summer musical theatre performances with the use of create sets, props, costumes, and music selections
  • Creating and writing all documents pertaining to recital information packets, registration documents, descriptions of all fall and summer classes, Birthday Party contracts and waivers, studio rental contracts, competition team contracts, informational emails, monthly updates, and creating all studio class/group names as well as the Competition Team’s name
  • Organizing, setting up, directing, and providing all entertainment of numerous studio birthday parties
  • Attending at least 4-5 dance conventions/competitions per year
  • Students won numerous awards and trophies for their performances
  • Organizing, writing, and editing all dress rehearsal, recital, and photo session schedules for all dancers annually
  • Organizing additional rehearsals for dance performances in festivals, fundraising events, recitals and competitions
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
  • Enhanced company's market position by identifying and pursuing new business opportunities.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Fostered student curiosity and interest through creative hands-on activities.

Gymnastics Instructor

KJ’s Gymnastics
08.2005 - 05.2006


  • Instructed students on all floor skills and on all equipment including ropes, rings, beam, trampoline, and bar skills
  • Maintained fun-filled atmosphere with class participants while remaining professional and focused on achievement.
  • Developed lesson plans and routines for individual students to meet personal goals and abilities.
  • Coordinated with other instructors and coaches to determine student advancement and progress.
  • Promoted stretching, mobility work, and proper form to help athletes safely build strength.
  • Cultivated strong relationships with parents and guardians, fostering open communication regarding athlete progress and program updates.
  • Promoted a safe training environment by enforcing gym rules and following proper equipment usage guidelines.
  • Increased athlete confidence levels through consistent reinforcement of accomplishments and areas of improvement during structured feedback sessions.
  • Coordinated group activities that fostered teamwork among athletes while improving their skills in a fun environment.
  • Implemented creative warm-up routines that prepared students physically and mentally for challenging workouts while minimizing injury risk.
  • Enhanced students'' gymnastics skills by providing personalized instruction and feedback.
  • Increased student retention in gymnastics programs by creating engaging lesson plans and maintaining a positive learning environment.
  • Assessed student progress and provided feedback to improve technique and performance.
  • Managed drills and fitness circuits to bolster athletes' coordination and performance levels.
  • Instructed students how to perform split leaps, front/back walkovers, handsprings, beam and equipment skills, and other special techniques.
  • Developed and implemented new drills and activities to increase student engagement and growth.
  • Developed and delivered effective and engaging coaching sessions to improve performance.

Medical Transcriptionist

T-C Transcription, Inc.
06.2003 - 10.2005
  • Diversity in transcription of several medical fields including but not limited to Neurology, Oncology, Ophthalmology, Orthopedics, Podiatry, Primary Care, Pulmonary, and Urology
  • Transcribed patient reports, letters, consultations, histories and physicals, procedures, surgeries, and chart notes by several doctors in many medical fields
  • Reduced errors in medical reports by reviewing, editing, and proofreading transcripts for clarity and consistency.
  • Accurately documented medical dictation to record patient care records.
  • Corrected grammar, spelling, and syntax mistakes in medical records.
  • Improved turnaround time for report generation by efficiently managing transcription tasks.
  • Demonstrated excellent skills to understand diverse accents and dialects.
  • Recorded information using word processing, dictation and transcription software and equipment.
  • Expedited urgent document requests, ensuring prompt delivery of critical information to healthcare providers.


Medical Transcriptionist and Office Assistant

Family Foot Care
08.2003 - 06.2004
  • Transcribed all doctors’ notes/reports for three doctors relating to patient podiatry appointments.
  • Transcribed all new patient’s detailed letters to notify their primary care doctors of diagnoses and courses of treatment.
  • Assisted with patient’s billing questions or problems
  • Corrected grammar, spelling, and syntax mistakes in medical records.
  • Scheduled appointments for patient visits
  • Reduced errors in medical reports by reviewing, editing, and proofreading transcripts for clarity and consistency.
  • Accurately documented medical dictation to record patient care records.
  • Identified and rectified inconsistencies, deficiencies and discrepancies in medical documentation.
  • Enhanced accuracy of medical records by transcribing detailed physician dictations.
  • Improved record-keeping efficiency by organizing and cataloging transcribed documents for easy retrieval.
  • Maintained high levels of confidentiality with sensitive patient information following HIPAA guidelines.
  • Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.


Administrative Assistant

Law Office of Attorney David Seth Michaels
09.2002 - 07.2003
  • Collections/Account Receivables
  • Prepared and edited all letters/documents to clients
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Enhanced office environment, organizing spaces for improved workflow and employee comfort.
  • Scheduled appointments for clients
  • Organized, scanned, and faxed multiple court documents to attorneys on a consistent basis
  • Managed phone and email correspondence and handled incoming and outgoing mail.
  • Answered multi-line phone system, routing calls, delivering messages to the attorney, and greeting all office visitors.

Executive Sales Assistant

Bostwick Insurance Agency
10.1999 - 11.2000


  • Conversion/Replacement of life/health insurance policies
  • Organized and prepared and life/health insurance quotes, illustrations, applications
  • Edited and finalized all applications to promote processing.
  • Maintained consistent followup with clients regarding policy inquiries, meetings, contracts, and sales.
  • Documented commission/premium totals for all policies sold
  • Tasked with providing accurate internet/data entry using Microsoft Word and Excel
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Resolved billing issues with multiple health Insurance companies.
  • Drove process improvement initiatives within the sales department, yielding increased efficiency across numerous functions.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Managed a high volume of incoming inquiries, accurately and efficiently directing them to appropriate personnel.
  • Enhanced overall department efficiency by coordinating executive schedules and managing daily administrative tasks.

Payroll Department/HR Customer Service Advocate

State Street Bank
04.1998 - 08.1999
  • Provided direct assistance to Human Resources administrators regarding employee payroll and health insurance inquiries.
  • Prepared and submitted “wage statement verifications” for attorneys.
  • Provided through research and complete resolution of payroll issues
  • Scanned and processed employee timecards for each payroll.
  • Managed and executed the HR Benefits Department/Retirement Project
  • Organized and executed Extensive Data entry, editing, and confirmation of all retirement funds received from 1988-1999.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Managed time efficiently in order to complete all payroll and Human Resources project tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Strengthened communication skills through regular interactions with Human Resources and multiple colleagues.
  • Proved successful with working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Administrative Assistant Money Management

Enterprise Rent-a-Car
05.1996 - 03.1998
  • Managed Collections/Accounts Receivable/Accounts Payable
  • Prepared direct billing in service to customers
  • Documented necessary information concerning auto repair
  • Resolved billing issues with insurance companies and customers’ issues involving insurance and retail rentals

Customer Service Representative

  • Trained and assisted new employees
  • Rented and delivered rental vehicles to customers
  • Promoted and sold additional insurance protection “Waivers” to customers in case of accidents and/or damage to the rental vehicles resulting in high sales.

Management Trainee

  • Referred customers/initiated corporate sales.
  • Opened and closed retail and insurance rental contracts.
  • Prepared and cleaned all vehicles for rental.
  • Organized and maintained customer files.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Managed phone and email correspondence and handled faxes.

Customer Service Representative

Chadwicks of Boston
09.1994 - 04.1996
  • Supervisor Assistant: Taking supervisor request calls from clients to resolve issues or complaints
  • Customer Service: Assisted with customers and elected to coach employees for resolution of order issues.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Expedited orders when needed for important events.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Involvement with data entry to create customer orders.
  • Customized support strategies for high-priority clients to ensure their specific needs were met.
  • Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Cross-trained and backed up other customer service managers.

Tour Guide/Boat Hostess/Attractions

Walt Disney World
06.1992 - 08.1995
  • Delivery of memorized script to large audiences
  • Guest orientation/Provided exciting and enjoyable environment for tours
  • Preparation/set-up and break-down of daily park parades
  • Queue management for crowds waiting in extremely long lines
  • Involved with working on other attractions including Indiana Jones show and Star Tours
  • Facilitated memorable experiences for diverse groups by tailoring presentations to cater to different age groups, cultural backgrounds, and language abilities.
  • Ensured timely departures and arrivals by strictly adhering to schedules while remaining flexible enough to accommodate unforeseen circumstances or special requests from guests.
  • Increased customer satisfaction through attentive listening and personalized tour adjustments based on group interests.
  • Improved group safety by vigilantly monitoring tour participants and implementing strict adherence to safety guidelines.

Education

B.A. - Communications, Theatre Arts

Bridgewater State College
01.1993

Skills

  • Proofreading expertise
  • Records maintenance professional
  • Physician collaboration
  • Team development
  • Strategic Decision-making
  • Strong work ethic
  • Strong listening skills
  • Fast typing speed

Certification

  • 10/26/2020: Securities Industry Essentials Exam (SIE) FINRA CERT #7289135
  • 10/21/2020: Series 63 – PA Uniform Securities Agent NASAA CERT #7289135
  • 2001: Professional Medical Office Services: Medical Transcription Certification; Kathleen Holbrook, Instructor
  • Completion of private tutoring, 3-part course (7 months total).
  • Excellent test score results; An A average maintained throughout training course.

Timeline

Client Representative, Foundational Services Ops

The Vanguard Group Investment Company
04.2021 - Current

Owner/Instructor

Adagio School of Dance and Performing Arts
09.2010 - 09.2018

Gymnastics Instructor

KJ’s Gymnastics
08.2005 - 05.2006

Medical Transcriptionist and Office Assistant

Family Foot Care
08.2003 - 06.2004

Medical Transcriptionist

T-C Transcription, Inc.
06.2003 - 10.2005

Administrative Assistant

Law Office of Attorney David Seth Michaels
09.2002 - 07.2003

Executive Sales Assistant

Bostwick Insurance Agency
10.1999 - 11.2000

Payroll Department/HR Customer Service Advocate

State Street Bank
04.1998 - 08.1999

Administrative Assistant Money Management

Enterprise Rent-a-Car
05.1996 - 03.1998

Customer Service Representative

Chadwicks of Boston
09.1994 - 04.1996

Tour Guide/Boat Hostess/Attractions

Walt Disney World
06.1992 - 08.1995

B.A. - Communications, Theatre Arts

Bridgewater State College
STACIA BOUDREAULT