Alexander Lindholm
Drexel Hill,PA
Summary
Passionate about supporting high-net-worth clients, with a focus on providing exceptional, personalized service. Enrolled in the CFP program, demonstrating time management and commitment to deepening expertise and aligning with career aspirations. Known for a strong work ethic, as evident from a track record of going above and beyond since before joining Vanguard.
Overview
2
2
years of professional experience
Work History
Client Representative, Prioritized Client Services
Vanguard
05.2024 - Current
- Increased scope of responsibility by containing both retirement and investment department calls to generate more in depth understanding of the financial services industry
- Developed personal rapport and professionalism with high-net-worth clients to maintain customer loyalty
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure peace of mind during complicated financial situations
Orders Client Representative, Associate
Vanguard
05.2023 - 05.2024
- Provided comprehensive product knowledge to clients, enabling them to make informed decisions
- Placed in the investments prioritized queue to interact strictly with high-net-worth clients due to strong performance metrics
- Successfully admitted to Vanguards corporate CFP program
Client Representative, Associate
Vanguard
10.2022 - 05.2023
- Used CRM skills to de-elevate clients and offer professional assistance
- Volunteered for Vanguards five day a week in person licensing pilot
- Passed S.I.E exam pre-hire, passed series 7 and series 63 first try
Education
BBA - Marketing
Temple University
Philadelphia, PA12.2022
Skills
- CRM Skills
- Communication
- Time Management
- Goal Oriented
- Positive Thinking
- Financial Literacy
Timeline
Client Representative, Prioritized Client Services
Vanguard
05.2024 - Current
Orders Client Representative, Associate
Vanguard
05.2023 - 05.2024
Client Representative, Associate
Vanguard
10.2022 - 05.2023
BBA - Marketing
Temple University
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