Kimberly Townsend
Richmond
Summary
Client service professional skilled in enhancing client satisfaction through effective problem-solving and proactive communication. Experience in fostering strong client relationships and supporting team objectives. Demonstrates adaptability to changing demands and excels in client management and administrative tasks.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Client Services Associate
Winged Keel Group
08.2025 - Current
- Facilitated delivery of tailored life insurance and wealth transfer solutions for high-net-worth clients by supporting advisors.
- Managed client accounts, policy administration, and underwriting coordination with precision and efficiency.
- Acted as a key liaison between clients, carriers, and internal teams to facilitate seamless service and communication.
- Created policy summaries and performance reports, enhancing client meeting effectiveness with comprehensive review materials.
- Ensured compliance and accuracy in records management through diligent use of CRM and policy management systems.
Client Services Associate to Managing Partner
Financial Services of Virginia
03.2024 - 07.2025
- Prepare paperwork for new business and client onboarding
- Delivered comprehensive client servicing including asset movement, account updates, and timely resolution of client requests
- Educate and support clients on available technology and services
- Schedule and prepare for client meetings and handle subsequent action items
- Ensure accounts are handled efficiently and within compliance guidelines
- Oversaw office administrative tasks including client relations initiatives and development of streamlined processes
- Coach representative towards effectively using their time to build clientele
- Assisted in coaching activities to enhance representative engagement with clients
- Configured and updated basic website functionalities and content for enhanced user experience.
- Send marketing correspondence to clients directly
Community Counselor
Kreative Milestones
Newport News, VA
07.2023 - 03.2024
- Provides services on an intensive basis utilizing short-term, solution focused treatment strategies to clients and families
- Support and teach individuals in various settings (in-home and community settings) to help them develop life skills and reach their personal goals.
- Guided individuals toward appropriate behaviors during activities in home or community settings, promoting positive engagement.
- Teach skills to help individuals make choices and decisions to keep themselves healthy and safe.
- Assist in the identification, documentation, and assessment of individuals’ support needs, activities, and daily progress toward service plan goals.
- Participated in court hearings to provide testimony and treatment recommendations. and probationary meetings when families are court-involved and presents testimony and treatment recommendations as requested by attorneys, referral source, the court, or clients.
- Conducted regular meetings with clinical supervisor to ensure quality of care and compliance. for service delivery and collateral contact review, chart audits, case staffing, individual training, self-care check-in, and employee development planning
- Engaged in monthly staff meetings to collaborate on program improvements and strategies., group supervisions, and/or trainings
- Prepares written Discharge Summary and Plan
Associate Financial Representative
Northwestern Mutual
Williamsburg, VA
02.2022 - 06.2023
- Coordinated operations, planning, and service support to enhance client satisfaction
- Prepared and managed client correspondence to ensure effective communication
- Entered data into systems accurately
- Input data
Conference & Event Staff / Events AV Tech
Christopher Newport University
Newport News, VA
09.2018 - 04.2020
- Coordinated organization and execution of presentations and events, ensuring seamless delivery
- Prepared and maintained sound booth and event rooms with AV technology for optimal performance
- Assist in the organizing, supervising, and implementation of presentations and events
- Maintained compliance with safety protocols to protect participants
- Provided detailed briefings to coworkers regarding their expected roles
- Managed and supervised coworkers, facilitating their roles to ensure event success
- Ensure safety protocols are followed
Education
Bachelor of Science - Psychology
Christopher Newport University
Newport News, VA12-2021
High School Diploma -
Midlothian High School
Midlothian, VA06-2018
Skills
- Client account management
- Client onboarding process
- CRM software usage
- Salesforce
- Issue resolution
- Funds transfers
- Workflow streamlining
- Policy administration
- Attention to detail
- Time management
- Excellent communication
- Client relations
Accomplishments
- Psychology Lab Research Assistant, for Dr. Stone at Christopher Newport University, August 2020 - August 2021
- After School Math Tutor, Crittenden Middle School, October 2018 - April 2020
- Drum Major, Midlothian High School Marching Trojans, 2017
Certification
Life and Health License, Virginia, Commonwealth of Virginia Notary, CPR (Adult and Child) Certification, Therapeutic Options of Virginia (TOVA) Certification
Timeline
Client Services Associate
Winged Keel Group
08.2025 - Current
Client Services Associate to Managing Partner
Financial Services of Virginia
03.2024 - 07.2025
Community Counselor
Kreative Milestones
07.2023 - 03.2024
Associate Financial Representative
Northwestern Mutual
02.2022 - 06.2023
Conference & Event Staff / Events AV Tech
Christopher Newport University
09.2018 - 04.2020
Bachelor of Science - Psychology
Christopher Newport University
High School Diploma -
Midlothian High School