Ethan Beckham
Prosper
Summary
Dynamic professional with a proven track record at 49 Financial, enhancing operational efficiency and fostering long-term client relationships. Expert in customer service and deadline management, I have successfully mentored teams and increased client satisfaction through personalized strategies. My collaborative approach and communication skills stretch across various teams and areas to add value to any organization.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Operations Associate
49 Financial
04.2024 - 01.2025
- Oversaw and managed client operations for several branch offices and ensured timely completion of tasks and processes to get business completed.
- Trained and mentored new team members, fostering a positive work environment and promoting both professional and personal growth.
- Improved operational efficiency by implementing new processes and streamlining existing workflows.
- Collaborated with cross-functional teams to achieve project goals and meet deadlines.
Financial Services Professional
49 Financial
05.2021 - 01.2025
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
- Increased client satisfaction by providing comprehensive financial advice and personalized investment strategies.
- Successfully managed a diverse range of client accounts while maintaining strict adherence to regulatory guidelines.
- Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
Restaurant Waiter
Napoli's Italian Restaurant
05.2021 - 08.2021
- Maintained clean and organized dining areas for optimal guest experience.
- Cultivated warm relationships with regular customers.
- Supported fellow waitstaff through teamwork during busy times, sharing responsibilities as needed.
- Balanced excellent customer service with efficient task completion by multitasking effectively throughout each shift.
Education
BBA - Finance
Oklahoma State University
Stillwater, OK05-2021
Skills
- Customer service
- Deadline management
- Interpersonal and written communication
- Relationship building
Certification
- Series 63 License – FINRA.
- Series 6 License - FINRA.
- SIE License - FINRA.
- Insurance Agent - Accident, Health, Life, Variable Life & Variable Annuities (Texas)
- Insurance Agent - Life (Kansas, Arkansas)
Timeline
Client Operations Associate
49 Financial
04.2024 - 01.2025
Financial Services Professional
49 Financial
05.2021 - 01.2025
Restaurant Waiter
Napoli's Italian Restaurant
05.2021 - 08.2021
- Series 63 License – FINRA.
- Series 6 License - FINRA.
- SIE License - FINRA.
- Insurance Agent - Accident, Health, Life, Variable Life & Variable Annuities (Texas)
- Insurance Agent - Life (Kansas, Arkansas)
BBA - Finance
Oklahoma State University
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