Aaliyah Grice
Avondale,AZ
Summary
Elevated client satisfaction and productivity at Charles Schwab by leveraging my Series 7 license and exceptional relationship-building skills. Achieved promotions through outstanding customer service and teamwork, enhancing financial advisors' success. Proven track record in multitasking and effective communication, consistently delivering results beyond expectations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor Service Associate
Charles Schwab
Phoenix, AZ
04.2022 - Current
- Promotion to dedicated team Enterprise Group December 2022
- Promotion from Specialist to Enhanced Specialist July 2023.
- Enhanced productivity and customer service levels by anticipating needs, managing client expectations, resolving issues promptly and delivering outstanding support.
- Answered 40+ incoming calls and provided the highest level of professionalism and knowledgeable service to every customer.
- Developed and maintained strong client relationships with financial advisors through exceptional service and communication.
- Assisting advisors with transactional requests via inbound phone calls related to money movement, transfers of accounts, opening of new accounts, etc.
- Developed effective working relationships with team members across multiple departments.
Accounting Intern
Willscot Mobile Mini
Phoenix, AZ
09.2021 - 03.2022
- Provided customer care and support to valued customers by preparing responses to inquiries and concerns via phone and email correspondence.
- Assisted in the acquisition process between Willscot and Mobile Mini by contacting customers to ensure a smooth transition.
- Contributed innovative ideas and solutions to enhance team performance and outcomes by creating training modules and PowerPoints.
- Specialized in accounts receivables and assisted multiple collectors with their assigned accounts.
- Collaborated with other team members on special projects.
- Coded invoices to maintain organized and accurate records.
- Navigated platforms such as System Applications and Products in Data Processing, GetPaid, and Salesforce to provide invoices, credit memos, etc., to clients.
Salon Receptionist
Pretty Little Winks
Phoenix, AZ
09.2021 - 03.2022
- Fostered relationships with existing clients through friendly conversation and follow-up inquiries.
- Marketed and advertised the lash artists and their services on social media platforms, i.e., Facebook, Instagram.
- Input client information into the booking system accurately and completely to chart sales via Vagaro and Excel.
- Resolved customer complaints in a professional manner while maintaining composure under pressure.
- Received phone calls to assist customers in scheduling, rescheduling or canceling appointments.
- Processed payments and transactions via the forum, Clover.
- Oversaw inventory activities, including supply stocking and fulfilling orders.
Guest Services Coordinator /Axe Throwing Coach
Lumberjaxes Axe Throwing Bar
Glendale, AZ
02.2020 - 05.2021
- Greeted walk-in and phone guests, determined their interests and needs, and ensured that each guest received personalized care.
- Answered phone calls and emails to make accurate reservations, and processed payments.
- Successfully sold and upsold company merchandise and promotional group packages to new and existing clients.
- Demonstrated proper throwing techniques and coached customers through their sessions to ensure safety and wellbeing.
- Assisted in taking orders and serving food to tables.
Education
Bachelor of Science - Finance
Grand Canyon University
Phoenix, AZ04-2022
High School Diploma -
Millennium High School
Goodyear05-2018
Skills
- Series 7/63 license
- Team collaboration
- Relationship building
- Customer service
- Time management
- Multitasking and organization
- Effective communication
- Call center procedures
- Positive and professional
Certification
- Series 7 license
- Series 63 license
Timeline
Financial Advisor Service Associate
Charles Schwab
04.2022 - Current
Accounting Intern
Willscot Mobile Mini
09.2021 - 03.2022
Salon Receptionist
Pretty Little Winks
09.2021 - 03.2022
Guest Services Coordinator /Axe Throwing Coach
Lumberjaxes Axe Throwing Bar
02.2020 - 05.2021
Bachelor of Science - Finance
Grand Canyon University
High School Diploma -
Millennium High School
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