GRACE JONES
Montgomery,TX
Summary
Organized, experienced and dependable financial professional successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Eager to find a company I can grow with while continue building my career in the financial industry.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Registered 401k Representative
Empower
04.2022 - Current
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Utilized EASY, CSAS, Salesforce and multiple other platforms and systems efficiently to assist Participants
- Effectively and accurately processed fund to fund transfers and account rebalancers
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Researched relevant resources to assist members, identified member representation needs and troubleshot next steps to provide optimal support for member.
Customer Service/ Dispatcher
Arise Platform-Agero
01.2020 - 01.2021
- Ensuring customers are safe and out of danger
- Assessed the situation and effectively dispatched needed services
- Taking online payments
- Mapped customers location
- Worked in a fast paced environment
Office Manager/Executive Assistant
Knight Nguyen Investments
01.2016 - 01.2019
- Data entry
- Answering and returning calls
- Appointment setting
- Filing clerk
- Team communication
- Client on-boarding paperwork
- Office organization
Customer Service Representative
Resorts Advocacy Group
01.2017 - 01.2018
- Obtaining information to put into database
- understanding customer needs, and wants in order to plan the ideal getaway.
- Preparing and Filing Proper Paperwork
Financial Services Office Manager
Grace Wealth Advisory
01.2013 - 01.2016
- Prepared paperwork for financial advisor in the firm
- Assisted in preparing sales presentations
- Answered incoming and made outgoing calls
- Set appontments
- General customer service
- Data entry
- Client onboarding
Education
Skills
- Sales Reporting
- Technical Troubleshooting
- Telephone reception
- Needs analysis
- Business Developement
- Service Quality
- Microsoft Office/Excel
- Google Platforms
- Client/Customer Retention
- Account Management
- Quality Assurance Controls
- CRM Software
- Salesforce
- Time Management
- Excellent Communication Skills
- OnBase
- Relationship Building
References
REFERENCES AVAILABLE UPON REQUEST
Certification
FINRA Series 6
FINRA Series 63
FINRA SIE
Timeline
Registered 401k Representative
Empower
04.2022 - Current
Customer Service/ Dispatcher
Arise Platform-Agero
01.2020 - 01.2021
Customer Service Representative
Resorts Advocacy Group
01.2017 - 01.2018
Office Manager/Executive Assistant
Knight Nguyen Investments
01.2016 - 01.2019
Financial Services Office Manager
Grace Wealth Advisory
01.2013 - 01.2016
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