Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alexander Wong

Chicago,IL

Summary

I am a hardworking, organized and passionate candidate, seeking for a full-time position that will help sharpen my interpersonal skills, time management and problem-solving skills.

Overview

3
3
years of professional experience

Work History

External Account Manager

Pepsi Logistics Co Inc
07.2022 - Current
  • Develop strong relationship with customers through monthly service calls.
  • Perform a constant 95% service and 100% communication for monthly scorecards.
  • Collaborate with internal departmental leaders to establish goals, strategic plans, and objectives.
  • Organize meetings between clients and internal departments to ensure no issues arise.
  • Contact customers for daily business plans
  • Created a Standard Operating Procedures document to guarantee all scheduling processes are done correctly.

Investor Service Intern

TD Ameritrade Holding Corporation
09.2021 - 06.2023
  • Provided daily stock market information for clients through phone calls during trading hours.
  • Studied different types of trading accounts to better assist clients with their concerns.
  • Connected with leaders of the investor service department each week to identify new goals for the team.
  • Collaborated with other colleagues to brainstorm ideas and assemble seminars for new interns.
  • Actively participated in conferences by networking with leaders of other departments to gain more knowledge of the company's function.

Zara Brand Representative

Zara Retail Company
05.2021 - 08.2021
  • Greeted customers and ascertain what their wants or needs and answer their questions about products, prices, and availability
  • Recommended, selected, and helped locate or obtain merchandise based on customer desires
  • Maintained customer records using automated systems
  • Researched trending products/styles each month to maximize sales by 20%
  • Generated new and unique promotion ideas

Wealth Management Intern

Bank Of America Merrill Lynch
05.2020 - 08.2020
  • Supported financial advisors by providing them with new clients that they can promote new plans/ideas to
  • Organized and lead an excel-related program class for new interns
  • Created and monitored webinars for client presentations
  • Accommodated clients with any questions/concerns regarding the webinar presentations.
  • Generated client engagement reports for financial advisors each week

Education

Bachelor of Science - Finance

University of Illinois At Chicago
Chicago, IL
06.2022

Skills

  • Managing Multiple Tasks
  • Marketing
  • Community Involvement
  • Sales Solutions
  • Performance Tracking and Evaluations
  • Microsoft Suite
  • Negotiation
  • Investigate Claims

Timeline

External Account Manager

Pepsi Logistics Co Inc
07.2022 - Current

Investor Service Intern

TD Ameritrade Holding Corporation
09.2021 - 06.2023

Zara Brand Representative

Zara Retail Company
05.2021 - 08.2021

Wealth Management Intern

Bank Of America Merrill Lynch
05.2020 - 08.2020

Bachelor of Science - Finance

University of Illinois At Chicago

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Alexander Wong