Alondra Duenas Jimenez
Rock Hill,SC
Summary
Dedicated professional with a strong track record in cross-department collaboration and proactive client support. Skilled in managing client communications and addressing complex client needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
Vanguard
Charlotte, North Carolina
12.2022 - Current
- Served as primary contact for ultra-high net worth clients for various Senior Wealth Advisors, providing exceptional white glove service.
- Managed all client communications, transaction requests, and administrative tasks efficiently.
- Coordinated account opening and transfer processes for new and existing clients.
- Collaborated with various departments to fulfill client and advisor requests in a timely manner.
- Partnered with wealth advisors to address specific client needs and enhance service delivery.
- Served as a subject matter expert in several topics for Senior Wealth Advisors.
- Researched complex client situations to provide effective resolutions quickly.
- Assisted with training of new hires to enhance team performance.
High Net Worth Onboarding Specialist
Vanguard
Charlotte, NC
08.2020 - 12.2022
- Facilitated trustee-to-trustee transfers and rollovers for new and existing clients.
- Served as primary point of contact during new account and transfer processes.
- Provided resources and educational topics for clients regarding complex account setups.
- Assisted clients using straightforward terminology to foster lasting relationships.
- Managed a book of business, ensuring timely follow-ups on all requests.
- Developed Standard Work documents to support peers with onboarding tasks.
Customer Service Representative
Animal Care Veterinary Hospital
Greenville, USA
05.2019 - 08.2019
- Used interpersonal skills to educate clients in proper pet care
- Generated sales leads for products and services
- Performed clerical duties which included invoicing, filling, and record keeping
Education
Bachelor of Science - Management
Delaware State University
Dover, DE05.2020
Skills
- Client relationship management
- Cross-department collaboration
- Effective communication
- Problem solving
- Attention to detail
- Conflict resolution
- Training and development
Certification
- FINRA - SIE, Series 7, Series 63
Languages
Spanish
Native/ Bilingual
Timeline
Wealth Management Associate
Vanguard
12.2022 - Current
High Net Worth Onboarding Specialist
Vanguard
08.2020 - 12.2022
Customer Service Representative
Animal Care Veterinary Hospital
05.2019 - 08.2019
Bachelor of Science - Management
Delaware State University
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