Open to opportunities

Alexis Holland

@alexisholland1

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Customer-focused financial services professional experienced in client relations and compliance.

United States

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What I'm looking for

I seek a client-focused role in financial services or office management where I can apply compliance knowledge, Excel skills, and strong organization to improve operations and client satisfaction.

I am a dynamic financial services professional with experience at Morgan Stanley and administrative roles in higher education and private industry. I excel at client relations, regulatory compliance, and maintaining accurate financial documentation, and I have a proven record of improving office efficiency and meeting sales targets.

I bring strong organizational skills, advanced Microsoft Excel proficiency, and hands-on experience with account documentation, timesheet processing, and budgeting decisions. I collaborate effectively with teams to resolve complex client inquiries and support operational improvements while upholding strict data-handling and regulatory standards.

Experience

Work history, roles, and key accomplishments

Current

Financial Services Representative

Current

Morgan Stanley

Mar 2022 - Present (4 years 3 months)

Provided high-quality client service and resolved complex inquiries while maintaining up-to-date regulatory knowledge; collaborated with team to meet sales targets and maintained accurate records of financial transactions.

Client Relationship Management Banking Regulations Microsoft Excel Sales Support Team Collaboration

Administrative Professional

Georgia Institute of Technology

Sep 2018 - Mar 2022 (3 years 6 months)

Managed internal technology spending and budget guidelines, supported client and partner relationships, and recruited development personnel while ensuring regulatory compliance for data handling.

Budgeting Vendor Management Recruitment Regulatory Compliance Office Administration Networking

Zero Waste Lead

AMB Sports & Entertainment

Feb 2020 - Oct 2021 (1 year 8 months)

Implemented and monitored sanitization and waste-reduction protocols in fast-paced event environments to maintain safety and hygiene standards.

Monitoring event support Teamwork

Office Manager

AMS Vans

Mar 2016 - Sep 2018 (2 years 6 months)

Maintained confidential personnel and company records, reconciled accounts payable/receivable to ensure balanced budgets, and managed office inventory and vendor orders to support operations.

Office Management Accounts Payable Inventory Management Customer Service Scheduling