Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Christine Austin

Arlington,VA

Summary

Hardworking and passionate experienced wealth management professional with strong organizational skills and a passion for the details looking for a high energy roll in a collaborative environment.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Business Planning Analyst

Morgan Stanley
01.2023 - Current
  • Enhanced company profitability with development of strategic processes resulting in NNA of over 1.7 bn in 2023.
  • Collaborated with cross-functional teams to ensure alignment of business objectives, leading to more cohesive approach to problem-solving.
  • Managed cross-functional projects to ensure timely delivery of high-quality results.
  • Conducted thorough due diligence on various forms, minimizing exposure to unforeseen risks and streamlining the client experience.

Branch Service Representative

E*TRADE
11.2017 - 01.2023
  • Maintained accurate records of all transactions, ensuring compliance with brokerage regulations.
  • Participated in regular training sessions to stay current on brokerage policies, procedures, and industry news for better customer service delivery.
  • Aided branch manager in completing monthly audits to ensure accuracy and mitigate risk resulting in less than 5 minor audit findings annually.
  • Collaborated with other departments or investment professionals when necessary to provide comprehensive financial guidance for clients unique circumstances.

Service Quality Analyst

Charles Schwab
12.2009 - 01.2017
  • Improved service quality by thoroughly analyzing customer feedback and identifying areas for improvement.
  • Enhanced customer satisfaction by implementing targeted training programs for staff based on performance metrics.
  • Streamlined processes by conducting in-depth analysis of service delivery and recommending actionable solutions.
  • Reduced customer complaints by closely monitoring service standards and addressing issues promptly.
  • Collaborated with cross-functional teams to address complex service issues and drive improvements across the organization.

Education

No Degree - Business Management

Douglass College- Rutgers University
New Brunswick, NJ

Skills

  • Coaching and Mentoring
  • Task Prioritization
  • Continuous Learning
  • Verbal Communication
  • Accuracy and Precision
  • Detail-oriented Mindset

Certification

  • Series 7
  • Series 63

Timeline

Business Planning Analyst

Morgan Stanley
01.2023 - Current

Branch Service Representative

E*TRADE
11.2017 - 01.2023

Service Quality Analyst

Charles Schwab
12.2009 - 01.2017

No Degree - Business Management

Douglass College- Rutgers University

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