Evelyn Jordan
Peterborough,NH
Summary
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options with more than 10 years in high-level client support based roles.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
10.2024 - Current
- Served as a liaison between clients and other departments such as operations, trading desk personnel, and compliance officers.
- Improved client satisfaction by providing personalized financial advice and recommendations.
- Assisted in portfolio management for optimal investment performance and risk mitigation.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Created financial models to analyze and evaluate investment strategies.
- Conducted comprehensive portfolio reviews to ensure alignment with clients'' evolving needs and objectives.
Senior Registered Branch Service Manager
RBC Wealth Management
04.2022 - 10.2024
- Facilitated new client onboarding process and investment account setup for over 800 clients in local branch office, and 600 clients remotely.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, account support and providing quotes.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Branch Office Administrator
Edward Jones
03.2019 - 04.2022
- Managed accounting functions such as invoicing customers, money movement requests and reconciling accounts.
- Developed highly empathetic client relationships and earned reputation for exceeding financial foundation goals in our region.
- Developed and implemented email marketing plans, seminars and customer relations events.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns for over 300 clients.
Education
Bachelor of Arts - Public Relations, Communications Studies
The University of Alabama
Tuscaloosa, AL12.2012
Skills
- Effective Customer Support & Retention
- Account Management
- Marketing Strategies
- Luxury Customer Service
- Strong Analytical and Problem-Solving Skills
- Financial Service Experience
- Mac & PC Proficient
- Strong Telephone Etiquette
- Multitasking
- Organization
- Verbal and Written Communication
- Attention to Detail
- Social Media Marketing
- Prospecting Clients
- Microsoft Outlook/Office/Excel
- Trained in Salesforce
Certification
- Securities Industry Essentials Certification
- Series 7 General Securities Representative Exam
- Series 66 Uniform Combined State Law Exam
(Series 63 Uniform Securities Agent State Law Exam & Series 65 Uniform Investment Advisor Law Exam Combo)
-Notary Public Certification for New Hampshire
Timeline
Financial Advisor
Edward Jones
10.2024 - Current
Senior Registered Branch Service Manager
RBC Wealth Management
04.2022 - 10.2024
Branch Office Administrator
Edward Jones
03.2019 - 04.2022
- Securities Industry Essentials Certification
- Series 7 General Securities Representative Exam
- Series 66 Uniform Combined State Law Exam
(Series 63 Uniform Securities Agent State Law Exam & Series 65 Uniform Investment Advisor Law Exam Combo)
-Notary Public Certification for New Hampshire
Bachelor of Arts - Public Relations, Communications Studies
The University of Alabama
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