Gina Moya- Garica
San Antonio,TX
Summary
Proven track record in enhancing client satisfaction and operational efficiency at Cuellar Wealth Management, LLC. Skilled in Microsoft Excel and adept at maintaining confidentiality, significantly contributed to team success through meticulous data management and strong problem-solving abilities. Excelled in ensuring client goals were met with precision.
Overview
3
3
years of professional experience
Work History
Wealth Management Assistant
Cuellar Wealth Management, LLC
02.2022 - 10.2023
- Delivered outstanding customer service by promptly responding to client inquiries and addressing concerns, contributing to a high level of client satisfaction.
- Streamlined account management processes for improved efficiency and reduced operational costs.
- Contributed to team success by providing exceptional administrative support to financial advisors and other colleagues.
- Assisted in the creation of customized investment portfolios to meet clients'' specific financial goals.
- Verified entered data against source documents to maintain consistency across multiple platforms within the organization.
- Entered data in Capital Group Financial planning software, delivering updates to clients.
- Scheduled client investment, retirement planning with CEO and Wealth Management Advisor
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Assisted wealth management advisor on obtaining all documentation to process new accounts.
- Received approximately 15-20 incoming calls, emails and faxes per day from customers and potential clients.
Data Specialist
Cuellar & Associates, LLC
11.2021 - 02.2022
- Consistently met deadlines and delivered high-quality work, demonstrating a strong commitment to excellence in data management.
- Reviewed and updated client correspondence files and database information to maintain accurate records.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Produced monthly reports with advanced Excel spreadsheet functions.
- Created weekly reports for senior management and CEO review.
- Scheduled new client appointments for CEO.
- Scanned documents and saved in database to keep records of essential organizational information.
- Managed sensitive information responsibly, adhering to strict security protocols and maintaining confidentiality at all times.
- Planned monthly luncheons.
Appointment Setter
R&L Carriers
08.2021 - 10.2021
- Reduced appointment cancellations by consistently confirming dates and times with clients.
- Addressed client inquiries and updated database information.
- Developed strong rapport-building skills through daily interaction with diverse clientele over the phone.
- Scheduled and confirmed appointments and updated client records.
- Called no shows and cancellations to reschedule.
- Managed approximately 20 incoming calls daily and directed calls to appropriate department.
- Prioritized tasks efficiently to ensure all daily call quotas were met or exceeded without compromising quality of service.
Education
Computer Science - Business Administration And Management
Mansfield Business Colledge
San Antonio09.1989
GED -
SAISD
San Antonio 06.1988
Skills
- Attention to Detail
- Microsoft Excel
- Client Confidentiality
- Portfolio Management Training
- Financial Planning Training
- 50 wpm Typing Speed
- Independent worker
- Maintains confidentiality
- Strong Problem Solver
- Document Scanning
- Database Maintenance
- Data Review and Verification
Languages
Spanish
Professional Working
Timeline
Wealth Management Assistant
Cuellar Wealth Management, LLC
02.2022 - 10.2023
Data Specialist
Cuellar & Associates, LLC
11.2021 - 02.2022
Appointment Setter
R&L Carriers
08.2021 - 10.2021
Computer Science - Business Administration And Management
Mansfield Business Colledge
GED -
SAISD
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