Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Essence Watts

Wealth Management
New Albany,OH

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Wealth Relationship Manager

Morgan Stanley
Columbus, OH
08.2022 - Current
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Studied financial documents to identify potential areas needing improvement.
  • Presented financial plans and investment recommendations to clients.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Initiated DTC
  • Informed participants of how much tock they held
  • Mailed 1099 forms
  • Suggested FA recommendations
  • Updated Account information
  • Reset online passwords and generated online profiles for participants
  • Moved funds over from profile to brokerage account
  • created cases
  • Cleared RSA's
  • Explained to participants how stocks work
  • Uploaded w8bens and W9 forms

Collections Specialist

Bread Financial Services
Columbus, Ohio
11.2017 - Current


  • Collect on accounts that are 6 payments past due
  • Set up for hardships, and other programs that the customers need as well, to bring them back current on their accounts.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Counseled debtors on payment options and arranged installment agreements.
  • Used probing techniques to determine debtors' reasons for delinquency.
  • Researched accounts and completed due diligence to resolve collection problems.
  • Made 250 outbound calls daily with the goal of collecting owed debt.
  • Counseled debtors on payment options and arranged installment agreements

Debit Card Disputes Specialist

JPMorgan Chase & Co
Columbus, OH
04.2017 - 11.2017
  • Disputing charges on customer's accounts
  • Redirecting certain disputes to correct department
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Responded to customer requests for products, services and company information.
  • Analyzed, researched and resolved payment claims within required timeframes.
  • Onboarded new temps by entering employee information into systems

Order Picker

Walmart Distribution Center
Grove City, OH
10.2015 - 02.2017
  • Prepared orders by processing requests, pulled materials from warehouse, packed boxes and prepared shipments.
  • Checked inventory and selected products from specific locations based upon availability.
  • Reduced fulfillment errors by using RF scanners to quickly pick items to proper bins.
  • Moved boxes and organized aisles to open up floor space and enable forklift operators to move freely through warehouse.

Customer Service Representative

Metro PCS At IQOR
New Albany, OH
06.2015 - 09.2015


  • Helped Certified Dealers,along with customers,from troubleshooting their phone when they have issues, to making sure that they love their services
  • Responded to customer requests for products, services and company information.
  • Recommended products to customers, thoroughly explaining details.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Customer Service Representative

JCPenney
Reynoldsburg, OH
03.2015 - 06.2015
  • Placed/ fixed orders
  • Tracked packages
  • Processed credits to customers orders, or refunded their account.
  • Answered customers telephone calls promptly to avoid on-hold wait times.
  • Resolved concerns with products or services to help with retention and drive sales.

Call Center Representative

Express Call Center
Groveport, OH
05.2014 - 02.2015


  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Answered phone with friendly greeting to create positive experience for customers.
  • Resolved complaints to satisfy customers and encouraged future transactions/ business
  • Trained/coached new call center team members on computer systems and customer service strategies.

Call Center Representative

Eddie Bauer
Groveport, OH
10.2014 - 02.2015
  • Placed/fixed orders
  • Documented the customer's account.
  • Took supervisor calls,helped the customer when the representative couldn't help
  • Coaching experience
  • Collaborating with supervisors on daily duties in the department.

Beauty Manager

Walgreens
Reynoldsburg, OH
08.2012 - 05.2014


  • Boosted satisfaction and repeat business by recommending products in alignment with customer needs.
  • Applied merchandising and housekeeping procedures, adhering to corporate and brand standards.
  • Established team priorities, maintained schedules and monitored performance.
  • Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
  • Defined clear targets and objectives and communicated to other team members.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.


Education

High School Diploma -

Ecot Online Learning
Columbus, OH
06.2012

Skills

  • Experience with Dual Monitors
  • Typing skills
  • Management
  • Exceeding Quotas
  • Financial Documentation
  • Account Monitoring
  • Problem Investigation
  • Decision Making
  • Verbal and Written Communication
  • Relationship Building
  • Clear Communication
  • Strategic planning
  • Consultative Selling Techniques
  • Wealth Management
  • Investment Accounting
  • Client Confidentiality
  • Client Needs Assessment
  • Providing Feedback
  • Customer Care
  • Customer Referrals
  • Account Maintenance
  • Client Contact
  • Persuasive Communication
  • Outbound Calls
  • Client Inquiries
  • Monthly Financial Statements
  • Client Support
  • Problem Resolution
  • Customer Relationship Management

Accomplishments

    I received a Diamond Club certification for achieving high performance metrics.

Certification

Diamond Club Certification

Timeline

Wealth Relationship Manager

Morgan Stanley
08.2022 - Current

Collections Specialist

Bread Financial Services
11.2017 - Current

Debit Card Disputes Specialist

JPMorgan Chase & Co
04.2017 - 11.2017

Order Picker

Walmart Distribution Center
10.2015 - 02.2017

Customer Service Representative

Metro PCS At IQOR
06.2015 - 09.2015

Customer Service Representative

JCPenney
03.2015 - 06.2015

Call Center Representative

Eddie Bauer
10.2014 - 02.2015

Call Center Representative

Express Call Center
05.2014 - 02.2015

Beauty Manager

Walgreens
08.2012 - 05.2014

High School Diploma -

Ecot Online Learning

Similar Profiles

CREATE PROFILE
Essence WattsWealth Management