Cole Bootz

Work History

Morgan Stanley

Gilbert , AZ

03.2022 - Current

Built trust and rapport with clients to facilitate long-term, loyal relationships.
Educated clients on financial vehicles, market conditions and trends to facilitate decisions.
Adhered to FINRA regulations, insurance rules and company policies.
Advised of tax implications and provided clients insight on how to interoperate tax documents
Analyzed financial information obtained from clients to determine financial goals and needs
Reviewed clients' accounts and plans regularly in order to help clients better understand their positions
Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
Help train and onboard new wealth management agents

Robinhood Financial LLC

Tempe, AZ

07.2021 - 03.2022

Direct email communication with individual customers daily and assisting them in providing an accurate resolution.
Used combined experience, research skills, and communications expertise to maintain consistent positive customer assistance.
Educate Customers on finances and provide assistance in customer financial errors - Verify customer documents such as bank statements, drivers licenses, and passports
Investigate fraudulent and money laundering activity
Deescalate situations between clients and the firm to find a resolutions to their financial inquiry
Assisted customers with making payments or completing orders in system.
Promoted available products and services to customers during service, account management and order calls.

Metromile Insurance

Tempe, AZ

07.2019 - 07.2021

Communicated effectively with insurance companies, documenting in detail each process of repair.
Complied with federal, state and local regulations affecting body shop operations.
Extremely motivated to continue to learn and grow as a financial professional.
Answered inbound calls, chats and emails to facilitate customer service.
Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
Wrote complete and accurate cost estimates for labor and parts.
Estimated automobile repair time accurately, scheduling jobs according to shop capacity.
Built and maintained strong relationships with customers to encourage loyalty and obtain recommendations.
Maintained detailed case log of all cases assigned to monitor progress and completion.
Maintained organized records of all information and material pertinent to open investigations.
Developed case plans and conducted comprehensive investigation tactics to obtain necessary evidence.
Issue payments for damaged property that often ranged anywhere from $5,000 - $100,000
Successfully managed a consistent inventory of over 80 individual claims

Arizona State University, Tempe

04.2016 - 07.2019

Communicated with customers via phone, email, and chat and helped customers to navigate the university website
Received more than 50 individual calls per day by following scripts and maintaining good call control
Have in depth knowledge of SalesForce inventory management to manage incoming requests
Guided students on housing tours across campus
In-depth knowledge and understanding of the residential contracts
Connected individuals with relevant community resources and coordinated referrals.
Helped individuals address disabilities and put them into accommodating housing on campus