Ashley Dickson
Mayfield Heights,OH
Summary
A self-motivated individual eager to expand knowledge about the finance profession and willing to learn new skills, take on challenges, and obtain any licensing needed to excel. Exceptional reputation for recommending appropriate products, client satisfaction, and effectively managing multiple projects.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Relations Specialist
Charles Schwab & Co
09.2021 - Current
- Enhanced client satisfaction by addressing concerns and providing timely solutions to issues.
- Built strong relationships with clients through effective communication and consistent followup.
- Ordered and distributed office supplies while adhering to fixed office budget.
- Performed wide-ranging administrative, financial and service-related functions for the Financial Consultants.
- Trained and supervised employees on office policies and procedures.
- Remained solutions-oriented in face of complex problems to assist management and overall business direction.
Financial Representative
Retirement Solutions, NEW YORK LIFE
02.2019 - 08.2021
- Offer investment, tax, and insurance knowledge using company and IRS guidelines
- Act as liaison between risk management and clients to support suspicious activity
- Utilize internal systems and analysis skills to process withdrawal, wires, and deposits
- Provide product knowledge to clients and agents regarding policy information
- Performed service transactions in response to written requests in support of the processing team
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Handled incoming payments and outgoing disbursements.
Customer Service
AMTRUST
02.2018 - 01.2019
- Resolved issues via incoming phone calls as relating to billing, audits, and workers compensation claims
- Acted as liaison between underwriters and agents for inquiries and coverage details
- Managed over 50 customer calls per day
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
Customer Service Representative
Progressive Insurance
09.2015 - 12.2017
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered constant flow of customer calls with minimal wait times.
- Responded to inbound calls assisting customer with setting up loss claims
- Handled over 50 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services
Education
Bachelor of Science - Business Adminstration/ Finance
Southern New Hampshire University
Hooksett, NH03.2024
High School Diploma -
Rich South High School
Richton Park, IL08.2012
Skills
- Guideline, Compliance, and Legal Review
- Self-Starter
- Risk Identification
- Time Management
- Microsoft Office
- Critical Thinker
- Researcher
- Excellent communication skills
- Fraud Exposure
- Detail oriented
- High Net Worth Individuals Marketing
- Closing Sales
- Sales Growth
- Analytical
Certification
- Anti Money Laundering Certification, NGL - Sept 2020-Present
- Licensed Life Insurance Agent- Sept. 2020- Present
Timeline
Client Relations Specialist
Charles Schwab & Co
09.2021 - Current
Financial Representative
Retirement Solutions, NEW YORK LIFE
02.2019 - 08.2021
Customer Service
AMTRUST
02.2018 - 01.2019
Customer Service Representative
Progressive Insurance
09.2015 - 12.2017
Bachelor of Science - Business Adminstration/ Finance
Southern New Hampshire University
High School Diploma -
Rich South High School
- Anti Money Laundering Certification, NGL - Sept 2020-Present
- Licensed Life Insurance Agent- Sept. 2020- Present
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