Cynthia Pope
Cochran,GA
Summary
Dynamic Customer Service Representative with a proven track record at Synovus Securities excelling in client relations. Adept at analyzing client needs and delivering tailored solutions, fostering strong relationships that drive customer satisfaction. Recognized for effective communication and problem-solving skills, contributing to enhanced service strategies and increased client engagement.
Overview
12
12
years of professional experience
Work History
Insurance Representative
WoodmenLife
04.2026 - 09.2026
- Facilitated client understanding of insurance policies and coverage choices, resulting in informed decision-making.
- Coordinated application intake and claims processing workflow improvements to improve communication flow and minimize response turnaround time.
Investment Associate
Synovus Securities Inc
Perry, Ga
03.2017 - 03.2026
- Assisted in preparing investment proposals for clients, ensuring compliance with regulatory requirements.
- Assisted clients in achieving their long-term financial goals through personalized investment strategies.
- Assisted in developing strong client relationships, resulting in an expanded client base and increased assets under management.
- Contacted potential clients to pursue sales and gather funds.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Participated in client meetings to discuss financial analysis and investment strategies.
Office Administrative Assistant
Edward Jones
07.2014 - 03.2017
- Managed scheduling and calendar coordination for multiple team members.
- Reviewed and organized client documentation and reports, maintaining high levels of accuracy and adherence to compliance requirements.
- Enhanced organizational efficiency by establishing streamlined filing systems to support daily operations.
- Enhanced client-advisor interactions by ensuring timely follow-ups to address inquiries and concerns.
Education
High School Diploma -
Northside High School
Warner Robins, GASkills
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Goal-oriented mindset
- Life insurance
- Customer service
- Licensed insurance agent
- Client relations
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Team leadership
- Active listening
- Effective communication
- Customer engagement
- Relationship building
- Insurance sales
Accomplishments
Licenses: Series7, Series 66 and the Uniformed Combined State Law/Health and Life Ins License
Timeline
Insurance Representative
WoodmenLife
04.2026 - 09.2026
Investment Associate
Synovus Securities Inc
03.2017 - 03.2026
Office Administrative Assistant
Edward Jones
07.2014 - 03.2017
High School Diploma -
Northside High School