Corissa Barreiro
JACKSONVILLE,FL
Overview
17
17
years of professional experience
Work History
Registered Client Associate
NettWorth Financial Group
07.2013 - Current
- Executed daily operations for client service and onboarding processes. Provided trading for client accounts and compliance support for office with multiple advisors. Streamlined client onboarding procedures to enhance efficiency. Facilitated seamless communication between clients and advisors to ensure satisfaction. Managed operational tasks to maintain high standards of service delivery.
- Developed and deepened relationships with new and existing clients to advance progress and improve business. Prospecting
- Consulted with clients to assess and meet short- and long-term financial goal. Financial reports and returns.
- Conducted regular follow-ups with clients, fostering strong relationships and trust.
- Analyzed market trends to provide timely insights and recommendations to clients.
Retirement Benefits Specialist
Merrill Lynch
12.2012 - 07.2013
- Assisting clients with questions about their accounts and retirement goals
- Maintained up-to-date knowledge of company products and services to accurately answer questions from customers
- Documented detailed notes on each call regarding customer interactions and follow-up actions taken.
Branch Intern
Merrill Lynch
07.2012 - 12.2012
- Exposed to the key aspects of the wealth management division and financial advising business including
- Investments, portfolio management, financial planning, daily research, and relationship building with clients
- Worked on Morningstar Reports and exposure to daily market trends and client associate services
Customer Service Associate
Marriotti’s
01.2009 - 07.2012
- Processing customer transactions and assisting customer with their store needs.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Education
BACHELOR OF SCIENCE - BUSINESS ADMINSTRATION
LIBERTY UNIVERSITY
Virginia05-2012
Skills
- CRM software experience
- Netx360 Trading Platform
- Microsoft Office
- Organizational growth
- Time management mastery
- Data analysis capabilities
- Securities Licensed: SIE and Series 6 Licensed
Timeline
Registered Client Associate
NettWorth Financial Group
07.2013 - Current
Retirement Benefits Specialist
Merrill Lynch
12.2012 - 07.2013
Branch Intern
Merrill Lynch
07.2012 - 12.2012
Customer Service Associate
Marriotti’s
01.2009 - 07.2012
BACHELOR OF SCIENCE - BUSINESS ADMINSTRATION
LIBERTY UNIVERSITY