Franz R. Valentin

• Supported advisors during 100+ client meetings covering retirement planning, investment management, tax strategies, and comprehensive financial planning
• Supported advisors in 100+ client meetings focused on retirement planning, investment management, and tax strategies, enhancing client understanding and engagement
• Developed trade allocation tracking process to enhance workflow visibility and improve advisor coordination
• Created a trade allocation tracking process that improved workflow visibility and advisor coordination
• Facilitated community education workshops and client appreciation events to promote financial services and strengthen client relationships

• Facilitated client information gathering and rollover calls, enhancing client engagement and supporting account transitions
• Facilitated client information gathering and rollover calls to prospective and existing clients
• Handled multiple inbound client calls daily and solved inquiries
• Handled multiple inbound client calls daily, resolving inquiries to improve client satisfaction
• Collaborated with advisors to develop financial reports and plans, ensuring tailored solutions were presented to clients

● Provided customer service via an inbound call center environment which included establishing automatic payments, resetting PIN numbers and ordering physical checkbooks

● Participated in the migration of branch clients to a new standardized corporate digital banking application
● Identified possible identity theft threats

• Received the Advantage Iowa Scholarship Fall 2019 – 2023
• Achieved the Dean's List Award Spring 2020 and Fall 2021
• Completed the Business and Culture Study Abroad Spring Semester 2022- Seville, Spain