Summary
Overview
Work History
Education
Skills
Awards
Timeline
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Cody Weisnicht

Cody Weisnicht

Client Service Representative
Green Bay,WI

Summary

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions. Always looking for ways to improve, grow, and educate. Ability to work alone or with a team.

Overview

14
14
years of professional experience

Work History

Client Service Representative

Threshold Financial-Ameriprise Financial
06.2024 - Current
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
  • Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
  • Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
  • Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
  • Collaborated with other departments to develop ways to increase customer satisfaction.
  • Participated in ongoing training sessions to stay current on industry trends and best practices.
  • Sought ways to improve processes and services provided.
  • Helped create an efficient process for client meetings from confirming, prep work, meeting, assigning tasks, and meeting recap.
  • Sat second chair for client meetings. Take accurate notes of meeting, update client profiles, create and complete applications during meetings, and send out recap of meeting.
  • Identified and resolved discrepancies and errors in customer accounts.

Paraplanner Intern

KerberRose
01.2024 - 05.2024
  • Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
  • Contributed to team success by sharing knowledge, ideas, and insights during regular meetings and presentations.
  • Ran compliance reports
  • Utilized Morningstar to run snapshots, build portfolios, analyze portfolios, and compliance
  • Utilized Advyzon CRM
  • Utilized Right Capital software and input client data for financial plans
  • Reviewed clients financial statements & investments.

Sales Representative-Sales Manager-Template Tech

Bay Area Granite & Marble
08.2017 - 08.2022
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service
  • Educated customers on the product
  • Generated additional sales opportunities with upselling and cross-selling techniques
  • Expanded customer base through cold calling, networking, and relationship building.
  • Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
  • Spearheaded the creation and implementation of Moraware (CRM)
  • Utilized CRM software to manage client information, track leads, and monitor sales progress.
  • Streamlined sales process, reducing time from lead to close.

Data Entry Clerk

Artiga's Professional Services
01.2015 - 05.2017
  • Performed basic accounting skills
  • Organized client's books
  • Completed data entry tasks with accuracy and efficiency.
  • Tracked monthly expenses and earnings
  • Followed established procedures to enter and process data correctly.
  • Organized, sorted, and checked input data against original documents.
  • Utilized QuickBooks to generate reports.
  • Scanned documents and saved in database to keep records of essential organizational information.
  • Sorted documents and maintained organized filing process.

INFANTRYMAN

U.S. Army
05.2011 - 09.2014
  • Selected for promotion ahead of peers, 6 months before timeline scheduled promotion
  • Participated in over 20 large-scale training exercises at the National Training Center in Fort Irwin, CA
  • Adapted to mission changes, effectively dispersed information to the team, and successfully completed the mission.

Education

Bachelor of Finance -

University Wisconsin-Green Bay
05.2024

Associate of Business Administration & Management - undefined

Cypress Community College
05.2017

Skills

  • Word
  • Excel
  • PowerPoint
  • Teams
  • Outlook
  • Sales Force
  • Strong Communication Skills
  • Continuous learning mindset
  • Customer Relations
  • Critical problem-solving
  • Critical thinking abilities
  • Deadline-oriented

Awards

Army Achievement Medal (3), National Defense Service Medal, Global War on Terrorism Service Medal, Good Conduct Medal, Army Service Ribbon, Overseas Service Ribbon

Timeline

Client Service Representative

Threshold Financial-Ameriprise Financial
06.2024 - Current

Paraplanner Intern

KerberRose
01.2024 - 05.2024

Sales Representative-Sales Manager-Template Tech

Bay Area Granite & Marble
08.2017 - 08.2022

Data Entry Clerk

Artiga's Professional Services
01.2015 - 05.2017

INFANTRYMAN

U.S. Army
05.2011 - 09.2014

Associate of Business Administration & Management - undefined

Cypress Community College

Bachelor of Finance -

University Wisconsin-Green Bay

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