INES Twahirwa
Haslet,Texas
Summary
SIE, Series 7 & 63 licensed. Economics graduate. Bilingual in english and french with international education and expertise. Effective collaborator and team member, recognized for exceptional perseverance and preparation. US Citizen.
Overview
11
11
years of professional experience
Work History
Registered Representative
Charles Schwab
Westlake, TX
02.2023 - Current
- Educate customers about different accounts and how they can be used to meet their objectives.
- Assist client via phone and chats system and make sure their enquiries are resolved.
- Accept and submit trade orders via electronic trading systems ensuring timely execution at the requested prices or best available prices.
- Facilitate the transfer of assets between institutions when necessary due to changes in asset allocation strategies.
- Educate client about different investment strategies in order for them to identify opportunities for investment needs.
- Nurture a strong client relationship by keeping them informed about their investment account, and update them about the most current financial events and market movements.
- Monitore market trends, economic conditions and news events affecting investments held in client accounts.
- Maintain current knowledge of products, services and regulations to ensure compliance with industry standards.
Tax Preparer
Self Employed Services
Flemington, NJ
01.2017 - 02.2023
- Performed a quick interview with clients to understand their filling status,and
deductions they might benefit from. - Prepared personal federal and state tax returns for individuals, maintaining rigorousadherence to current tax regulations.
- Coordinated all documents and analyzed financial data; identified relevant
deductions, credits and liabilities. - Represented clients under audit before IRS to prove compliance with tax laws.
Advised clients to comply with IRS regulations and meet state and federal tax
obligations.
Client Service Representative
Bank of America
somerville, NJ
01.2019 - 03.2020
- Welcomed incoming customer, remembered most of them and greeted them by name.
- Managed different transactions such as deposits, withdrawals , transfers, credit payments and sold cashier’s checks.
- Kept up with bank products knowledge to better serve clients and help them save for their future.
- Applied cross selling and upselling techniques to generate sales and was recognized for excellent sales retention rate.
- Helped young clients to get their first credit card and provide them with tips to generate good credit record.
- Encouraged clients to sign up for online banking, and educate them how to navigate the application for their convenience.
- Was always on alert of any kind of fraud, and never allowed any fraudulent transaction.
- Organized transaction receipts on a daily basis and properly scan them in a timely manner.
- Answer calls to resolve customers inquiries and refer them to appropriate departments.
Call Center Representative
Fogartys Insurance services
Nottingham, UK
01.2014 - 01.2017
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to prospective customers and support current policy holders.
- Maintained current product knowledge to meet customers needs and increase sales.
- Incorporated cross selling and upselling techniques to generate sales and increase sales retention rates.
- Encouraged policy holders to submit referrals to increase client base.
- Investigated and resolved customers inquiries and complaints quickly.
- Developed a highly empathetic client relationship and earned a reputation for exceeding service standard goals.
- Maintained strong call control and quickly worked through scripts to address problems.
Course Associate
Nottingham Trent University
Nottingham, UK
09.2014 - 07.2016
- Supported instructor in mathematics course with 5 classes of 25 students each in each class
- Provided individual and small group support to students needing additional assistance
- Contributed to lesson, assignment and activity planning
- Counseled students on career options and educational planning
- Participated in team meetings to address curriculum and student learning
Education
SIE, Series 7 And 63 Licensed. -
Finra
07-2024
BA (Hons) - Economics, Finance and Banking
Nottingham Trent University
01.2016
Business Law & Social Sciences
Nottingham Trent International College
01.2012
Skills
- Excellent Verbal Communication
- Data Entry
- Problem Solving
- Attention to details
- Active listener
- typing and word processing skills
- Relationship Building skills
- Team player
- Time management skills
- Computer proficiency
Timeline
Registered Representative
Charles Schwab
02.2023 - Current
Client Service Representative
Bank of America
01.2019 - 03.2020
Tax Preparer
Self Employed Services
01.2017 - 02.2023
Course Associate
Nottingham Trent University
09.2014 - 07.2016
Call Center Representative
Fogartys Insurance services
01.2014 - 01.2017
SIE, Series 7 And 63 Licensed. -
Finra
BA (Hons) - Economics, Finance and Banking
Nottingham Trent University
Business Law & Social Sciences
Nottingham Trent International College
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