Alexander Shipley
Kansas City
Summary
Exceptionally hard working individual with a passion for customer service. Has been recognized multiple times for outstanding service, most notably from the Wal-Mart corporate office. Reliable, enthusiastic, and willing to take initiative.
Overview
15
15
years of professional experience
Work History
Client Relations Specialist
American Century Investments
Kansas City
12.2019 - 03.2025
- Client Relationship Associate
ACI Financial Services
December 2019 – March 2025
Cultivate and nurture client relationships, ensuring a high level of dedication to the brand through efficient, effective, and friendly service.
Communicate ACI funds, products, policies, and procedures, while applying financial industry knowledge to support client needs.
Develop a foundational understanding of IRS regulations and tax implications, providing clients with valuable insights to enhance their financial strategies.
Educate clients about the personalized, relevant investment solutions to create additional value which we offer, fostering long-term satisfaction.
Embed a "Service to Sales" culture by proactively identifying and communicating new opportunities to enhance clients' financial situations, while contributing to firm growth through asset acquisition and new client referrals.
Participate in continuous education and up-training to handle diverse call types, providing overflow support across various business units.
Bar Manager
Qdoba /Mexican Grill
Kansas City
05.2016 - 11.2019
- Count/order inventory
- Make drinks
- Comply with local and federal alcohol laws
- Provide exceptional customer service
- Clean
- Operate cash register
- Reviewed monthly sales reports to identify areas of improvement and growth opportunities.
- Managed bar staff, trained new hires, and implemented disciplinary procedures when necessary.
- Assisted with planning special events such as wine tastings or cocktail parties.
- Maintained accurate records of liquor inventory and purchases for budgeting purposes.
Crew member
Joe’s Pizza Buy the Slice
Kansas City
01.2014 - 01.2016
- Cash handling
- Provide customer service
- Food handling experience
- Maintain cleanliness
Field Manager
Grassroots Campaigns
Kansas City
01.2014 - 04.2014
- Manage canvassers
- Raise money for non profit organizations
- Collect money
- Gain new memberships
Floor attendant
Olathe Community Center
Olathe
08.2013 - 01.2014
- Greeted guests
- CPR certified
- Cleaned equipment
- Aided guests on machine usage
- Helped cultivate a safe environment for workouts
Cashier
Wal-Mart
Olathe
06.2010 - 01.2014
- Provide client service
- Cash handling
- Flexing as necessary to other departments
Education
Diploma -
Olathe South High School
01.2009
Skills
- Customer service
- Cash handling
- Punctual
- Charismatic
- Cooperative
- Client relationship management
- Salesforce CRM
- Active listening
- Retail sales customer service
- Interpersonal communication
- Call center operations
- Interpersonal skills
- Microsoft outlook
- Creative problem solving
- Calm and professional under pressure
- Customer data confidentiality
Licensing
- Series 6
- Series 63
- SIE (Securities Industry Exam)
Timeline
Client Relations Specialist
American Century Investments
12.2019 - 03.2025
Bar Manager
Qdoba /Mexican Grill
05.2016 - 11.2019
Crew member
Joe’s Pizza Buy the Slice
01.2014 - 01.2016
Field Manager
Grassroots Campaigns
01.2014 - 04.2014
Floor attendant
Olathe Community Center
08.2013 - 01.2014
Cashier
Wal-Mart
06.2010 - 01.2014
Diploma -
Olathe South High School