Carol Carlo
Medford,NY
Summary
With a proven track record at Wells Fargo Advisors, I excel in delivering exceptional customer service and meticulous attention to detail. My expertise in planning and organization, coupled with a knack for decision-making, has significantly enhanced client satisfaction and retention. My ability to develop personal rapport ensures long-term customer loyalty, showcasing my dedication to exceeding expectations. Versatile team member offering over 37 years of experience handling tasks smoothly and efficiently. Adapts well to changing processes, programs and team requirements. Eager to contribute to growing company.
Overview
38
38
years of professional experience
Work History
Personal Shopper
Stop & Shop – Peapod
06.2018 - Current
- Process early morning prep for the AM Shop
- Stage the orders that are properly loaded on the trucks for delivery
- Run at times for when items are not on
Senior Client Associate
Wells Fargo Advisors
01.1988 - 07.2024
- Provides support to Financial Advisors and their clients daily
- Open New Accounts and send out forms and reports, mailings, correspondence to the clients for their signatures
- Handle telephone calls from clients with their inquiries and /or problems
- Assist with the account information that the client may have on their accounts and give quotes as requested from the client
- Training new hires and current staff with any changes that have occurred
- Assists in Branch Liaison work. Process incoming and outgoing correspondence. Process all checks and stock certificates received for deposit. Preparing client receipts and for stock certificates that have been received at the branch. Handling all incoming and outgoing faxes for the branch
- Assist in Branch System Administrator work. Manage Monthly lunch meeting with wholesalers for the Branch
- Work directly with the Branch Manager. Processing I-9 paperwork. Maintain branch files for audit
- Order supplies for the branch
- Put in any MAC requests for the branch for technology
New Accounts Clerk
Prudential-Bache
07.1987 - 01.1988
- New Accounts are opened daily for the brokers in the office
- Mailed all new account paperwork to clients and submitted paperwork to the new Accounts department when paperwork was returned from the clients
- Maintained Branch Office files on all client accounts
Stock Record Clerk
EF Hutton
12.1986 - 07.1987
- Monitor physical certificates of securities throughout the firm daily
Education
Associate in Arts Degree -
Suffolk Community College
Selden, NY05-2014
Skills
- Customer Service
- Attention to Detail
- Decision-Making
- Planning and Organization
- Time Management
References
References are available on request.
Otherexperience
Microsoft Office,Commerial Electronic Office (CEO), SAP Concur, Workday, E-Procurement, PeopleSoft, SmartStation, DocuSign, Cisco Phone
Languages
English
Professional Working
Timeline
Personal Shopper
Stop & Shop – Peapod
06.2018 - Current
Senior Client Associate
Wells Fargo Advisors
01.1988 - 07.2024
New Accounts Clerk
Prudential-Bache
07.1987 - 01.1988
Stock Record Clerk
EF Hutton
12.1986 - 07.1987
Associate in Arts Degree -
Suffolk Community College
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