Dallin Phillips

• Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
• Maintained up-to-date knowledge of industry regulations, ensuring that clients received the most accurate information to make informed decisions about their investments.
• Facilitated and executed trade transactions on behalf of clients, ensuring timely and accurate processing in alignment with their financial objectives.
• Collaborated with team members to achieve sales referral targets and improve overall branch performance.
• Worked closely with other departments to provide seamless service delivery for complex client requests.

Customer Relationship Manager - Core Service

01/2023