Hali Reedy
Nashville,TN
Overview
5
5
years of professional experience
Work History
Branch Office Associate
UBS Financial Services
10.2022 - Current
- Serving as front desk receptionist by greeting incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Processing check deposits received in branch and printing local check for clients
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Managed data and correspondence to secure financial information across advisory teams
- Responsible for managing branch calendar and booking all client meetings and appointments
Branch Technology Liason
UBS Financial Services
10.2022 - Current
- Responsible for implementing and communicating company wide technology updates and equipment rollouts in branch.
- Set up new computers and related equipment and configured new computers for network and UBS system access.
- Conducted computer diagnostics to investigate and resolve problems and provide technical assistance and support.
- Ordered replacement and additional devices and equipment on behalf of office
- Acted as the main point of contact in sharing technology related announcements and responses between administrative team and branch employees
Client Service Representative
UBS Financial Services
01.2024 - Current
- Supporting financial advisor and associate with administrative duties
- Opening new accounts and working with advisory team to build customer portfolios and achieve financial goals
- Coordinating with operations staff to resolve service problems and boost client satisfaction.
- Discussing and executing client requests and providing general customer service.
- Maintaining accurate record-keeping with proactive attention to client information updates.
Customer Experience Associate
Robinhood
05.2021 - 01.2022
- Listened to client questions and concerns with a patient and understanding attitude and came to a solution
- Collaborated with team members to make user's experience run smoothly and brainstorm and offer learning experiences from each interaction
- Emphasized company's mission of broadening accessibility and constantly improving and innovating steps to meet customer needs
- Used knowledge of equities, options and margin trading to analyze accounts and current market and resolve any issues.
Advanced Customer Safety and Privacy Representative
Robinhood
05.2021 - 08.2022
- Investigated reports of suspected fraudulent activity in customer accounts
- Gathered and verified personal information from customers and internal sources
- Recorded rationale and determination of each report and refers to other departments when necessary
- Followed appropriate action in restricting account to protect account assets until security is cleared.
Work Study - Financial Business Office
Rollins College
05.2019 - 05.2021
- Assisted lead financial analyst in preparing and recording financial documents to a shared platform
- Collaborated in account report generation and department pilots
- Reconciled general ledger accounts and month-end account processes
- Met with supervisor once a week to discuss and prepare special projects.
Education
Bachelor of the Arts in Science in Economics -
Rollins College
Winter Park, Florida05.2021
Bachelor of Arts in Business Management with Finance Emphasis - Finance
Rollins College
Winter Park, Florida05.2021
Skills
- Customer Assistance
- Payment Processing
- CRM system proficiency
- Customer Relationship Management
- Account Maintenance
- Bookkeeping
Timeline
Client Service Representative
UBS Financial Services
01.2024 - Current
Branch Office Associate
UBS Financial Services
10.2022 - Current
Branch Technology Liason
UBS Financial Services
10.2022 - Current
Customer Experience Associate
Robinhood
05.2021 - 01.2022
Advanced Customer Safety and Privacy Representative
Robinhood
05.2021 - 08.2022
Work Study - Financial Business Office
Rollins College
05.2019 - 05.2021
Bachelor of the Arts in Science in Economics -
Rollins College
Bachelor of Arts in Business Management with Finance Emphasis - Finance
Rollins College