Brent Spencer
Chandler,AZ
Summary
Dynamic professional with a proven track record at Vanguard, adept at transitioning over 200 high net worth client accounts to a new platform within three months. Specializes in CRM and interpersonal communication, exceeding KPI metrics while adapting seamlessly to new environments. Demonstrates exceptional time management and a detail-oriented approach to client relationship management. Enjoys working in a team environment where I can continue to learn and build expertice
Overview
3
3
years of professional experience
1
1
Certification
Work History
Ultra High Net Worth Client Representative (UCCG)
Vanguard
05.2023 - Current
- Joined a team that was assigned a project to complete. Team is designed to help transition 100% of client accounts to the brokerage platform. In about three months, I transitioned over 200 accounts
- Built PSS skills in order discover needs that the clients may be unaware of
- Assist high net worth clients with daily tasks they needed accomplished
Onboarding Advanced
Vanguard
05.2022 - 05.2024
- Problem solving champion
- Managed a book of business and follow up with clients
- Assist clients with complex account openings and high dollar asset transfers
- High level CRM skills, manage a relationship with clients until their task has been completed
- Grow and develop in VMS maturity
- Consistently hit and exceeded KPI metrics including (digital, average handle time, client availability, same day call back)
Assistant Golf Coach
Benedictine University At Mesa
06.2021 - 01.2023
- Help manage both men's and women's program
- Responsible for assisting the student athletes on the golf course
- Assisted with guiding the student athletes through college
Education
BBA - Organizational Behavior
Benedictine University
Mesa, AZ05.2021
Associate of Science -
South Western Oregon Community College
Coos Bay, OR06.2019
Associate of General Studies -
South Western Oregon Community College
Coos Bay, OR06.2019
Business Transfer -
South Western Oregon Community College
Coos Bay, OR06.2019
Skills
- CRM Skills
- Excellent Time Management
- Detail Oriented
- Easily Adapts to New Environments
- Interpersonal Communication
Certification
WMS
Timeline
Ultra High Net Worth Client Representative (UCCG)
Vanguard
05.2023 - Current
Onboarding Advanced
Vanguard
05.2022 - 05.2024
Assistant Golf Coach
Benedictine University At Mesa
06.2021 - 01.2023
BBA - Organizational Behavior
Benedictine University
Associate of Science -
South Western Oregon Community College
Associate of General Studies -
South Western Oregon Community College
Business Transfer -
South Western Oregon Community College
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