Danielle Goff
St. Petersburg,FL
Overview
8
8
years of professional experience
Work History
Client Service Manager
Capital Investment Advisors
03.2021 - Current
- Assisting 3 Advisors, managing assets for over 400 clients.
- Provide the highest level of service to all clients, as well as proactively reaching out to them to ensure their needs are being met.
- Spearhead & participate in Operations team projects firm-wide.
- Help train & develop new employees within the Operations Team.
Investment Associate
Capital Investment Advisors
10.2022 - 03.2023
- Supported a group of 5 financial advisors to help with their clients' investment needs.
- Participated in over 110 client & prospective client meetings within 5 months to learn the craft.
- Inputted financial plans for prospective & current clients utilizing eMoney planning software.
Client Service Associate
Capital Investment Advisors
08.2018 - 03.2021
- Assisted 2 Advisors, managing assets for over 200 clients.
- Handled all client inquiries, processed money movement requests & account updates.
- Worked seemlessly with the Advisor & Sales teams to create a smooth process for client onboarding.
- Managed calendars, including scheduling client appointments.
Operations Associate
Capital Investment Advisors
01.2017 - 08.2018
- Processed all incoming client paperwork, including opening all new accounts for the firm, at a high volume.
- Led the processing of all Required Minimum Distributions for clients firm-wide.
- Handled the initial intake interview process for prospective clients.
- Served as the main contact for the firm with the Custodians - Charles Schwab & Fidelity.
- Maintained all relevant compliance records in accordance with the strict SEC rules & regulations.
Education
Hospitality Management -
University of South Carolina
Columbia, SC05.2015
Skills
- Over 8 years of customer service experience
- Strong interpersonal and communication skills
- Excel in a fast paced, team based environment
- Self-motivated
- Highly detail-orientated
- Proficient in: Microsoft Office & Teams, Salesforce CRM, Black Diamond, Junxure CRM, Fidelity Wealthscape & Schwab Advisor Services platform
Timeline
Investment Associate
Capital Investment Advisors
10.2022 - 03.2023
Client Service Manager
Capital Investment Advisors
03.2021 - Current
Client Service Associate
Capital Investment Advisors
08.2018 - 03.2021
Operations Associate
Capital Investment Advisors
01.2017 - 08.2018
Hospitality Management -
University of South Carolina