George Najm
Las Vegas
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Service Associate
Ameriprise Financial
12.2023 - Current
- - Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- - Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- - Incorporating Financial Planning tools such as Money Guide Pro in goals based discussions to bolster confidence and show clients their likelihood of achieving their goals.
- - Quarterly Top Performer for Q3 of 2024, highest conversion in the AAC (24.4%) with the Third Level of advice upgrades on the floor.
- - Helped Pilot HearSay Notifications on the East Advisory Team leading to higher client appointment retention
Bank Teller
Wells Fargo
02.2023 - 12.2023
- - Delivered superb customer service while efficiently managing various banking transactions for our customers
- - served as the first point of contact for our customers and welcomed them with warmth and professionalism while handing their financial needs
- - Handling deposits, withdrawals, transfers, and check cashing, while being accurate and adhering to bank procedures
- - This role developed strong problem solving skills that made identifying and resolving customer issues uncomplicated while ensuring their satisfaction
- - Daily tasks performed require a keen eye for detail and active listening in order to properly address inquiries, offer personalized solutions, and escalate complex concerns to the appropriate channels
Pet Counselor
Petland
08.2022 - 02.2023
- Results based environment where I consistently met the highest bracket for commission .
- Lead my sales with Knowledge, Honesty, and Integrity to ensure clients felt comfortable and were informed about the decision they were making.
- Making sure I was knowledgeable about every animals needs was a necessity in order to ensure the success of the animals at their new home
- I would research and deepen my understanding on dogs and their different needs to help retain an edge when it came to sales.
Education
Current Student - BS /Mathematics Concentration in Actuarial Science
UNLV
Las Vegas , Nevada08-2027
Advanced Honors Highschool Diploma -
Bonanza High School
Las Vegas, NV05.2022
Skills
- CRM Software Sales Force
- Money Guide Pro
- Problem-solving
- Client relations
- Sales strategies
- Client profile building
- Client retention strategies
Certification
- Securities Industry Essentials
- Series 7
- Series 66
- Health and life insurance
Languages
Arabic
Native or Bilingual
Timeline
Client Service Associate
Ameriprise Financial
12.2023 - Current
Bank Teller
Wells Fargo
02.2023 - 12.2023
Pet Counselor
Petland
08.2022 - 02.2023
- Securities Industry Essentials
- Series 7
- Series 66
- Health and life insurance
Current Student - BS /Mathematics Concentration in Actuarial Science
UNLV
Advanced Honors Highschool Diploma -
Bonanza High School
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