Elizabeth Crowe
Wheaton
Summary
Dedicated Client Service Associate and Taylor University Alumna with a strong foundation in relationship management, strategic engagement, and operational excellence, seeking to transition into the role of Regional Director of Development at Taylor University. Passionate about building meaningful connections, cultivating donor engagement, and aligning fundraising strategies with the mission of a Christ-centered institution.
Overview
4
4
years of professional experience
Work History
Client Service Associate
Promus Capital, LLC
2024.08 - Current
- Serve as the primary point of contact for clients, delivering exceptional service and ensuring timely, responsive communication that fosters trust and long-term engagement.
- Assist clients with account maintenance, transaction processing, and documentation requirements, ensuring accuracy and compliance with organizational standards.
- Collaborate with internal teams and advisors to support client investment activities, ensuring smooth execution and maximizing client satisfaction.
Client Service Operations
Promus Capital, LLC
2023.06 - 2024.08
- Streamline client service workflows to ensure efficiency and accuracy in daily operations.
- Manage data entry and updates to the CRM platform to maintain accurate client records.
Presidential Fellow
Taylor University
2022.08 - 2023.05
- Collaborated with team of nine fellows to implement 5-year University strategic plan through donor events, brand redesign, and marketing communication.
- Furthered professional development through hosting leadership executives visiting the University and engaging in thoughtful conversation.
Residence Assistant
Taylor University
2021.08 - 2022.05
- Assisted with move-in and move-out processes, ensuring smooth transitions for new and departing residents.
- Fostered relationships between 32 college students by creating a diverse and welcoming environment within the residence hall.
- Planned events to increase engagement in campus life.
Education
Bachelor of Arts - Communication
Taylor University
Upland, IN2023-05
High School Diploma -
Wheaton Academy
West Chicago, IL2019-06
Skills
- Client relations
- Problem-solving
- Attention to detail
- Verbal and written communication
- Relationship building
- Microsoft office
- Charles Schwab Advisor Center
- Fidelity Wealthscape
- DocuSign
- Salesforce
Timeline
Client Service Associate
Promus Capital, LLC
2024.08 - Current
Client Service Operations
Promus Capital, LLC
2023.06 - 2024.08
Presidential Fellow
Taylor University
2022.08 - 2023.05
Residence Assistant
Taylor University
2021.08 - 2022.05
Bachelor of Arts - Communication
Taylor University
High School Diploma -
Wheaton Academy