Christian Llerena
San Antonio,TX
Summary
Organized and dependable investment professional with a proven track record of managing multiple priorities with a positive attitude. Looking to leverage appetite for growth and excellence to achieve collective success.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Service & Acquisition Specialist
Victory Capital
09.2023 - Current
- Provide excellent service and attention through phone, chat and secure message channels to existing and prospective retail brokerage customers surrounding onboarding, maintenance, asset transfers, trading, etc.
- Develop strong working relationships with the firm's advisors by answering their questions as well as offering knowledge and industry expertise regarding operational procedures.
- Ensure compliance with the firm's written supervisory procedures by partnering with Principals, Fraud/AML, Operations & Leadership to address with customers any outstanding items that require attention.
- Demonstrate consistent flexibility by performing ad hoc tasks as requested by leadership and servicing the firm's mutual fund and 529 customers when service levels are below optimal.
Investment Representative
Victory Capital
02.2023 - 09.2023
- Increased customer satisfaction by providing exceptional customer service and addressing their mutual fund and 529 plan needs.
- Developed strong relationships with clients for long-term retention and increased assets under management.
- Empowered customers by providing excellent website support and communicating issues to IT for prompt resolution.
- Regularly identified opportunities for new and existing clients to deepen their relationships by way of automatic investment plans, outside account consolidation and portfolio reviews with licensed wealth advisors.
Education
Bachelor of Science - Finance
The College of New Jersey
Trenton, NJ05.2014
Skills
- Adaptability
- Industry Knowledge
- Regulatory Compliance
- Organizational Skills
- Attention to Detail
- Time Management
- Conflict Resolution
- Relationship Building
Certification
Series 7, Series 63
Timeline
Service & Acquisition Specialist
Victory Capital
09.2023 - Current
Investment Representative
Victory Capital
02.2023 - 09.2023
Bachelor of Science - Finance
The College of New Jersey
Series 7, Series 63
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