Jariel Morales
Fall River,MA
Summary
Detail-oriented professional offering strong foundation in economics and finance, combined with keen desire to learn and grow in a consulting environment. Brings ability to grasp financial concepts quickly and apply analytical skills to real-world scenarios. Experienced in enhancing client relationships and streamlining operations within financial consulting and customer service roles.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Junior Financial Consultant
New England Financial Advisors
10.2025 - 01.2026
- Engaged prospective clients to arrange virtual consultations with senior financial advisors, enhancing client relationships.
- Facilitated communication with prospective clients through organized logging of calls and meetings. Documented clients' workplace income sources, retirement accounts, and financial aspirations to inform strategic planning.
- Developed expertise in HubSpot CRM to enhance customer interactions and data management.
- Collaborated on innovative marketing campaigns designed to enhance firm visibility and attract new clients.
- Enhanced sales presentation skills through targeted online learning initiatives.
- Assessed employee-sponsored retirement accounts, providing tailored investment insights to optimize portfolio diversity and performance.
- Worked alongside senior financial advisors to refine client service approaches and streamline operations.
Customer Service Representative
Capitol Bridge LLC
03.2022 - 10.2023
- Handled outbound and inbound call operations for the Florida Department of Economic Opportunity (DEO) project, addressing pandemic-related unemployment claims in both English and Spanish.
- Supported recipients in gathering and submitting required eligibility documentation for pandemic unemployment assistance.
- Assisted disaster survivors by delivering essential information and resources in English and Spanish as a Federal Emergency Management Agency (FEMA) Tier 1 Agent during Hurricane Ian, Hurricane Fiona, and other natural disasters in the United States.
- Conducted outbound communication for SummitOne initiative to facilitate health pack distribution by Abundabox to qualifying Medicare, Medicaid, and CHIP recipients.
- Documented customer interactions in CRM software to ensure accurate record-keeping.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
Bachelor of Arts - Economics
University of Puerto Rico
Mayaguez, PR01-2021
Skills
- Proficient in Microsoft Office applications
- Analytical problem solving
- Experience with customer relationship management software
- Strong interpersonal skills
- Results-driven
- Detail-oriented
- Strategic thinker
- Community-focused initiatives
Certification
- Securities Industry Essentials (SIE) license
- Series 65 license
- Investment Adviser CRD#: 8208301
- Producer's License for Life Insurance (Massachusetts)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
Junior Financial Consultant
New England Financial Advisors
10.2025 - 01.2026
Customer Service Representative
Capitol Bridge LLC
03.2022 - 10.2023
Bachelor of Arts - Economics
University of Puerto Rico