Benjamin Jackson
South Jordan
Summary
Experienced and dedicated finance professional with 20 years of extensive background. Demonstrated expertise in finance, including back office operations, sales, administrative support, and customer service. Proven track record of delivering exceptional results and maintaining a high level of professionalism. Adept at leveraging comprehensive knowledge to drive efficiency and contribute to organizational success.
Overview
7
7
years of professional experience
Work History
Customer Account Manager
Human Interest
06.2023 - Current
- Handle complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Organize daily workflow and assessed appropriate staffing to provide optimal service.
- Partner with business leaders to deliver services that support company objectives and consistent with corporate values.
- Evaluate customers' potential needs to make appropriate recommendations for 401ks that meet the client needs best
- Used SalesForce and JIRA to keep accurate records pertaining to client requests and account notes.
Customer Service Manager
Capital Wealth Advisors
03.2023 - 04.2023
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Followed through with client requests to resolve problems.
- Researched and corrected customer concerns to promote company loyalty.
WEALTH MANAGEMENT CLIENT SERVICES SPECIALIST
Wells Fargo
07.2018 - 03.2023
- Handled high volume of calls from clients of the Wells Fargo Private Bank whose assets under Management exceed $10MM
- Handled mutual fund, stock and complex trading requests for retail and advisory brokerage clients
- Worked with Advisors to complete charitable donation, Required Minimum Distribution and Trust documentation for existing clients
- Maintained 99% accuracy for quality control of documentation and customer service scoring
Education
Bachelor of Science - BUSINESS MANAGEMENT AND ECONOMICS
Utah State University
Logan, UT01.2013
Skills
- Managing large books of client portfolios
- CRM proficiency with Salesforce, JIRA, and Mondaycom
- Placing Stock, option, mutual fund and bond trades with maximum speed and efficiency
- Expertise in upselling where appropriate to maximize client's achievements of financial goals and retirement expectations
- Expertise in completing RMD, Distribution, Rollover, Conversion, and Beneficiary paperwork
Timeline
Customer Account Manager
Human Interest
06.2023 - Current
Customer Service Manager
Capital Wealth Advisors
03.2023 - 04.2023
WEALTH MANAGEMENT CLIENT SERVICES SPECIALIST
Wells Fargo
07.2018 - 03.2023
Bachelor of Science - BUSINESS MANAGEMENT AND ECONOMICS
Utah State University
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