Arturo Lizardi
Chula Vista,CA
Summary
At Global Ally, as a Broker Assistant, I streamlined transaction processes and enhanced client retention through exceptional service. Skilled in data entry and relationship building, I effectively coordinated account transitions and facilitated broker-client communications, contributing to a seamless operational flow.
Overview
1
1
year of professional experience
Work History
Broker Assistant
Global Ally
07.2024 - Current
- Managed documentation related to trade executions and settlements, facilitating smooth transaction processes for clients.
- Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
- Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.
- Contributed to increased client retention by consistently providing exceptional customer service and support.
Education
BBA - International Business
Southwestern College
Chula Vista, CA06-2027
Skills
- Follow-up coordination
- Data entry proficiency
- Business relationship building
- Sales strategy development
Accomplishments
- Achieved rescheduling appointments and completed successful business calls through effectively helping with communication and translation.
- Resolved product issue through consumer testing and feedback.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Italian
Limited Working
Interests
- I participate in various sports activities for physical activity, camaraderie, and personal growth
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Team Sports
Timeline
Broker Assistant
Global Ally
07.2024 - Current
BBA - International Business
Southwestern College
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