Julie Tapp
Lawrenceville
Summary
Financial Service Associate with background in mutual funds and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Investor Services Representative
SS&C Technology
11.2025 - Current
- Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries.
- Provide world-class services to clients by answering inbound calls, addressing questions, resolving issues, and providing support related to Alternative Investment products.
- Investigate and resolve complex client issues, offering clear and concise solutions. Including outbound calls for updates and gathering additional information.
- Oversee the quality of service and operational performance of designated clients, ensuring compliance with program standards and delivery requirements.
- Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
- Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
- Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
- Work closely with team members, sales, and support teams to ensure clients’ needs are met and identify opportunities for further engagement and business growth.
- Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.
- Managed investor inquiries, providing accurate information and resolving issues efficiently.
- Coordinated account maintenance activities to ensure compliance with regulatory standards.
Senior Bid Solicitor
ASA Carlton Inc.
04.2024 - 10.2025
- Distribute bid invitations and project documents to subcontractors and vendors.
- Conduct outreach via phone/email to build project participation.
- Maintain detailed call logs and report progress to the bid supervisor.
- Create bid folders and collaborate with internal teams to secure insurance documents.
- Worked closely with internal estimator to ensure scope of work is covered in proposals
Patient Advocate Representative
Pro-Unlimited - Contract
10.2022 - 02.2023
- Worked as contractor employee for Cigna
- Assisted Patients in finding copay assistance through Grants and Financial Assistance
- Assisted Patients resolving insurance issues
- Provided excellent customer service through sympathy and empathy.
- Educate patients on available resources and support services
- Resolve patient complaints by facilitating effective communication between parties
Dealer
CCCoins
06.2021 - 02.2022
- Assisted selling coins to the public
- Appraised coins
- Ollections0
- Ran tables at different coin shows, including setting up tables and putting out coin inventory.
Assistant Manager
A Flea Antique
01.2021 - 06.2021
- Open and closed each day, including closing out daily credit card and petty cash
- Assisted customers on purchases
- Maintained employee schedule
- Assisted vendors in their sales, including opening up their display cases for customers, calling vendors on pricing or offers from customers
- Collected monthly rent from vendors
- Sent out daily email to vendors listing out items sold and what price
- Answered customer questions on coin collections.
Financial Service Specialist
Nordstrom Credit Services - Contract
09.2019 - 12.2019
- Enter, review and determine new account applications from multiple channels: stores, online and/or customers responding to promotional invitations
- Process, review register referrals, Nordstrom.com transactions and credit line increase requests
- Answer complex inbound account inquiries by applying advanced knowledge of Visa, Retail, Corporate Card, Debit and Gift Card products
- Answer and resolve basic inbound and escalated customer, store and helpline calls
- Troubleshoot customer inquiries regarding online enrollment, password, sign-on issues and other online inquiries.
Customer Service Representative
Rose International Kaiser - Contract
04.2019 - 08.2019
- Represents health plan by answering and documenting all incoming contacts to determine their nature and to respond to complex calls related to specialized product lines or queues
- Evaluates data to determine and implement the appropriate course of action to resolve the complaint and/or service recovery
- Document conversations with members according to procedures
- Follows established procedures to meet customer/member needs
- Effectively interacts with diverse work units and relevant organization departments.
Specialized Service Associate
Estate Services, Charles Schwab
06.2017 - 04.2018
- Worked with clients who recently became an inheritor to an account held at Charles Schwab
- Provided empathy and understanding to the client during a difficult and emotional time
- Partnered with other areas within Schwab to help ease the process of moving over the accounts from the decedents account to the inheritors
- Provided education to the inheritor their options such as retaining the assets with Schwab
- Worked with internal Financial Consultants who directly worked with the inheritor by processing behind the scenes and providing the Financial Consultants necessary information and paperwork to help ease the process for the Financial Consultant while remaining seamless to the inheritor
- Followed up with the inheritor once process was complete and ensure their needs were met.
Sales Support Analyst
Nexxus Staffing - Contract
06.2016 - 12.2016
- Enter monthly surveys into Karma based upon monthly business objectives and incentives and assign to the appropriate Sales Representatives
- Create monthly reports in iDIG system to share with the Sales Representative, Marketing Team, and leadership showing their current results for MBO's and incentives
- Created monthly rollup spreadsheet in excel for the previous month's data to determine Sales representatives at risk pay
- Provide payroll with monthly rollup for payout
- Enter bill back information to provide to suppliers for cost recovery
- Maintains a high level of confidentiality regarding at risk payout, performance regarding monthly business Objectives.
- Inputted client information into salesforce
Supervisor
OppenheimerFunds
01.2006 - 12.2015
Education
High School Diploma -
Wasson High School
Colorado Springs06-1990
Skills
- Customer Relations
- Conflict Resolution
- Financial Services
- Relationship Management
- Team Leadership
- Goal-Oriented
- Empathetic Communication
- Critical Thinking
- Fast Learner
- Multi-Tasking
Certification
FINRA SERIES 6 2018
Timeline
Investor Services Representative
SS&C Technology
11.2025 - Current
Senior Bid Solicitor
ASA Carlton Inc.
04.2024 - 10.2025
Patient Advocate Representative
Pro-Unlimited - Contract
10.2022 - 02.2023
Dealer
CCCoins
06.2021 - 02.2022
Assistant Manager
A Flea Antique
01.2021 - 06.2021
Financial Service Specialist
Nordstrom Credit Services - Contract
09.2019 - 12.2019
Customer Service Representative
Rose International Kaiser - Contract
04.2019 - 08.2019
Specialized Service Associate
Estate Services, Charles Schwab
06.2017 - 04.2018
Sales Support Analyst
Nexxus Staffing - Contract
06.2016 - 12.2016
Supervisor
OppenheimerFunds
01.2006 - 12.2015
High School Diploma -
Wasson High School