Gillian Galicia
Bakersfield,CA
Summary
Experienced in the financial services industry with a strong skill set in client management, task prioritization, and project coordination. Problem-solving abilities and effective communication skills consistently contribute to project success. Committed to enhancing client satisfaction and achieving business goals, dedicated to delivering exceptional results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
NON-LICENSED ASSISTANT
Prime Portfolio Planning
06.2023 - Current
- Coordinated task prioritization strategies alongside financial planner to enhance client interactions.
- Maintained compliance with scheduling activities, policies, and protocols.
- Enhanced overall customer experience by promptly responding to inquiries and resolving concerns.
- Utilized cold-calling techniques to reach out to businesses and individuals for offering services and expanding clientele by 15%.
PRO SHOP ASSOCIATE
Riverlakes Golf Course
10.2019 - Current
- Resolved customer complaints professionally to maintain high customer satisfaction levels.
- Streamlined processes and optimized performance through the various software and tools.
- Managed over 200 tournaments for groups of players, as determined by the course.
- Guided customers in selecting optimal products through tailored suggestions, boosting sales by 10%.
- Experienced financial services professional, skilled in client management, task prioritization, and project coordination.
- Demonstrates strong problem-solving and communication abilities, and is committed to enhancing client satisfaction and achieving business goals.
Education
BACHELOR OF ARTS - English
California State University Bakersfield
Bakersfield, CA05.2023
Skills
- Event Planning
- Administrative Support
- Spreadsheet software
- Project Coordination
- Data confidentiality
- Business correspondence
- Team collaboration
Certification
Google Level 1 Certified
Accomplishments
- CSUB Golf Team Captain
- CSUB Leadership Academy
Timeline
NON-LICENSED ASSISTANT
Prime Portfolio Planning
06.2023 - Current
PRO SHOP ASSOCIATE
Riverlakes Golf Course
10.2019 - Current
Google Level 1 Certified
BACHELOR OF ARTS - English
California State University Bakersfield
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