James Hassel
St Louis,MO
Summary
Dynamic professional with a proven track record at Edward Jones Investment Company, excelling in customer relations and problem-solving abilities. Expert in cross-functional coordination and active listening, significantly enhancing client satisfaction and service efficiency. Achieved and surpassed sales targets through effective problem resolution and strategic B2B partnership development.
Overview
6
6
years of professional experience
Work History
Service Specialist
Edward Jones Investment Company
2021.06 - Current
- Improved client relations by addressing client inquiries and delivering solutions promptly and professionally.
- Cultivated strong relationships with clients through excellent communication skills, interpreting clients’ questions and expressing genuine concern for their needs.
- Achieved high levels of productivity by optimizing workload management methods and prioritizing tasks according to urgency.
- Opened financial accounts (SEP, SIMPLE, Traditional IRA, Roth IRA, Owner K, 401k, 403b, 457b, etc.)
- Maintained detailed tracking of routine inquiries for performance evaluation.
- Collaborated with team members through chat forums to develop new strategies for improving service quality and efficiency.
Operations Assistant
Worldwide Technology Raceway
2020.08 - 2020.12
- Assisted operations manager with planning of routine operations and special projects.
- Supported daily operations by effectively scheduling event staff, vendors and security personnel.
Business Development Associate
Secure24 ADT
2018.09 - 2019.10
- Conducted research and analysis to identify, qualify, develop, and maintain strong B2B partnerships.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Maintained accurate records of all prospecting activities for effective lead tracking and follow-up efforts.
- Contributed to annual sales targets by consistently meeting or exceeding individual performance goals across various territories.
- Assisted sales manager in managing customer accounts.
Education
Bachelor of Science - Business Administration
Missouri State University
Springfield, MOSkills
- Customer Relations
- Cross-functional coordination
- Problem-solving abilities
- Active Listening
- Problem Resolution
Timeline
Service Specialist
Edward Jones Investment Company
2021.06 - Current
Operations Assistant
Worldwide Technology Raceway
2020.08 - 2020.12
Business Development Associate
Secure24 ADT
2018.09 - 2019.10
Bachelor of Science - Business Administration
Missouri State University
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