Brett Mullins

• Established a positive work environment that encouraged collaboration and teamwork among staff members for optimal results.
• Facilitated smooth issue resolution by maintaining clear lines of communication between customers and relevant departments.
• Developed strong relationships with clients, fostering a sense of trust and reliability in the company''s services.
• Elevated overall customer satisfaction ratings with a focus on providing prompt assistance and empathetic support during interactions.
• Conducted regular training sessions for team members on best practices in customer service, enhancing overall team performance.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Kept client financial plans optimized for current market trends and economic conditions.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Presented financial plans and investment recommendations to clients.

• Increased sales by offering advice on purchases and promoting additional products.
• Achieved monthly sales goals by promoting product benefits and enrolling new clients.
• Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
• Met with existing customers and prospects to discuss business needs and recommend optimal solutions.

• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance on all fixed income products.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
• Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.

Supported service and trader representatives, approved of trades, assisted with client resolutions, and took escalated calls from clients

• Identified customer financial service needs to prepare proposals and sell services.
• Maintained regular contact with clients to inform about transactions and performance.
• Conducted research to answer questions and handle issues using multiple systems and resources.
• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
• executed customer trades