Overview
Work History
Education
Skills
Timeline
Generic

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, SC
05.2015

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
Danielle Goff