Bryce Darland
Mission Viejo,CA
Summary
Dedicated and driven 2024 graduate from SDSU with a degree in Financial Services. Developed strong skills in client relations and financial analysis through hands-on experience as a Client Service Associate at Cetera Investors, contributing to business growth and client satisfaction. Proven ability to thrive in fast-paced environments while maintaining a sharp focus on delivering exceptional customer service and cultivating lasting client relationships. Seeking to leverage academic achievements and professional experience to contribute effectively to a dynamic financial services team.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Client Services Associate
Cetera Investors
San Diego, CA
09.2023 - Current
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues to ensure client satisfaction.
- Proficiently utilized Redtail CRM to maintain accurate client records, and track interactions, resulting in streamlined client management and improved advisor productivity.
- Facilitated the onboarding of new clients, ensuring a smooth transition into their services.
- Harnessed Marketing Central tools to craft and distribute personalized marketing materials, fostering increased engagement and communication with clients.
- Collaborated with financial advisors to develop comprehensive plans integrating investment strategies, retirement planning, and risk management solutions.
- Communicated with clients via phone, email, text, and in-person meetings to address inquiries promptly and provide comprehensive assistance.
Education
Bachelor of Science - Business - Financial Services
San Diego State University
San Diego, CA05-2024
Skills
- Detail oriented
- Highly motivated
- Coachable
- Excellent communication skills
- Client Relationship Building
- CRM Software
Certification
Securities Industry Essentials (SIE) │ Accident & Health or Sickness, Life Insurance Producer
References
Paul Escudero Gina Ambrose
CFO, Orange Capital Management Client Relations/Business Development, Irvine Advisors
(714) 634-8051 (949) 533-4105
Timeline
Client Services Associate
Cetera Investors
09.2023 - Current
Bachelor of Science - Business - Financial Services
San Diego State University
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