Ashley Correia
Hudson,MA
Summary
Resourceful Account Manager with experience in project management, servicing and resolving client requests. Learns quickly, analyzes situations and makes decisions to support ongoing company success.
Overview
11
11
years of professional experience
Work History
Account Manager
Bolton Global Capital
11.2016 - Current
- Educated clients and financial representatives on new account opening procedure and updated account information to maintain high standards of client service.
- Communicated with upper management regarding performance and areas out of compliance with FINRA.
- Built relationships with investment advisors and clients to promote long term business growth.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
Health and Safety Coordinator
CINTAS Corporation
06.2013 - 10.2016
- Created safe work environment by complying with safety, health and security requirements.
- Conducted incident investigations, participated in audits and collected data and information to maximize workplace safety.
- Mentored and supported staff in identifying and implementing procedures and practices to protect safety and security of workers.
- Accompanied, documented and reported OSHA inspections, insurance oversight and other formal safety and security measures at work site.
Education
Bachelor of Arts - International Business And Latin American Studies
Assumption College
Worcester, MA05.2013
Skills
- Microsoft Office
- Customer Inquiries
- Fluent in Portuguese
- Proficient in Spanish
- SIE and Series 99 license
Timeline
Account Manager
Bolton Global Capital
11.2016 - Current
Health and Safety Coordinator
CINTAS Corporation
06.2013 - 10.2016
Bachelor of Arts - International Business And Latin American Studies
Assumption College
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