Bradley Marshall
Bellevue,WA
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service. Degree in Biomedical Engineering with experience in with medical technology.
Overview
3
3
years of professional experience
Work History
Financial Client Service Associate
Morgan Stanley Smith Barney
2021.03 - Current
- Over 3 years of experience in client relations
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
MBA - Finance
University of North Alabama
Florence, AL2025
Bachelor of Science - Biomedical Engineering
Harding University
Searcy, AR05.2019
Skills
- Process Improvement
- Follow-up skills
- Customer Relationship Management (CRM)
- Problem Resolution
- Data Management
Accomplishments
.
- 2023 Forbes Best-in-State Wealth Management Teams ranking awarded in 2023
- Passed FE for Mechanical Engineering
- Passed Series 7 and 66
Timeline
Financial Client Service Associate
Morgan Stanley Smith Barney
2021.03 - Current
MBA - Finance
University of North Alabama
Bachelor of Science - Biomedical Engineering
Harding University
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