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Skills

  • MS Office
  • Customer service
  • Payment processing
  • Budgets
  • Process improvement
  • First Aid/CPR
  • Client documentation review
  • Insurance sales expertise
  • Business operations
  • High attention to detail

Work Experiences

  • Coordinated escalated client issues.
  • Greeted customers and offered assistance with merchandise selection, accessory selection, and purchase completion.
  • Collaborated with the operations team.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Collaborated in forecasting and reporting efforts for investment portfolios, enabling senior sales representatives to anticipate market shifts and improve client strategy adoption by 59%.
  • Contributed to a 15% increase in documentation efficiency.
  • Coordinated client's wealth management services across multiple channels, including account transfers, loan applications, and insurance renewals, ensuring timely execution.
  • Met sales and service targets of $3 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
  • Assisted with financial advisors' time management.
  • Added $11 in new business.

Summaries

  • Adept at fostering strong financial client relationships.
  • Clear understanding of client relations and project management as well as stakeholder engagement training.
  • Achieved a 64% reduction in audit flags.
  • Costs were consistently reduced while profits were increased.
  • Achieved a 35% reduction in administrative errors.
  • Accomplished professional in securities processing and trade management.
  • Accomplished Senior Registered Sales Assistant adept at collaborating with brokers, fund managers, and financial teams to ensure seamless execution of client transactions. Recognized for reducing reporting errors by 77% and enhancing onboarding compliance.
  • Adhered to regulatory standards.
  • An analytical Senior Registered Sales Assistant who provides seamless support for client transactions, resulting in a 23% reduction in processing errors and increased customer satisfaction across the board.
  • Achieved a 18% reduction in audit findings.

Accomplishments

  • Collaborated with team of 9 in the development of program.
  • Assisted brokers through thorough portfolio evaluations, leading to a 54% better alignment of investment strategies with market conditions.
  • Achieved 59% improvement in client onboarding efficiency by optimizing documentation processes and adhering to compliance standards.
  • Provided real-time market data to brokers, allowing them to make informed decisions that led to securing 15 new client contracts worth standard.
  • Enhanced customer feedback systems, which contributed to a 82% year-over-year increase in overall customer satisfaction scores.
  • Reduced administrative meeting preparation time by 59% through improved use of collaborative technologies and meeting management systems.
  • Created investment models incorporating client financial targets, achieving a 36% higher return on average than initially projected portfolios.
  • Utilized Asana to track and report on client interaction trends, driving a client satisfaction increase of 62%.
  • Improved client data management using customization features in Adobe Creative Suite, resulting in 83% faster retrieval of client reports and financial statements.
  • Generated quarterly performance reports for 16+ clients, contributing to an increase in transparent communication and a 64% boost in client referrals.

Affiliations

  • Jaycees
  • Chartered Market Technician (CMT) Member
  • National Association of Social Workers
  • American Medical Informatics Association
  • Registered Investment Advisor (RIA) Network Community Affiliation
  • Women in Financial Services (WIFS) Leadership Program
  • Toastmasters
  • Society of Financial Service Professionals (SFSP)
  • Lions Club
  • Financial Planning Association (FPA) Affiliate

Certifications

  • Certified Personal Finance Counselor (CPFC)
  • Certified Public Accountant (CPA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Business Analysis Professional (CBAP)
  • Project Management Professional (PMP)
  • Financial Industry Regulatory Authority (FINRA) Series 7 License
  • Certified Financial Marketing Professional (CFMP)
  • Certified Fund Specialist (CFS)
  • Salesforce
  • Accredited Wealth Management Advisor (AWMA)

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