Summary
Overview
Work History
Education
Skills
Certification
Timeline
Jason Flucker-Williams

Jason Flucker-Williams

Tampa,FL

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Service Consultant

Metlife
08.2022 - Current
  • Served as liaison between about 20-30 customers and MetLife's internal teams.
  • Delivered personalize service and support (via email and phone) to customers regarding products, services, and statement of account.
  • Updated customer records in company's database, ensuring accuracy and confidentiality.
  • Demonstrated problem-solving skills by effectively resolving customer issues with accuracy and promptness.
  • Conducted comprehensive audits of customer accounts, ensuring accuracy and compliance with company policies.
  • Lead and participated in both customer and internal presentations and meetings.

Financial Consultant

WealthWave
11.2019 - Current
  • Developed and maintained rapport with prospective and existing clients to establish long-term accounts and maintain client loyalty.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on their unique goals and objectives.
  • Researched current economic trends and investment opportunities to stay abreast of changes in the market.
  • Lead and participated in both client and business partner presentations.
  • Recruited, trained and mentored new associates to generate ideas, share knowledge and grow firm.

Career Advisor

Ultimate Medical Academy
08.2019 - 07.2022
  • Counseled students one-on-one regarding current situation, desires, education, and employment history.
  • Identified resources, tools, organizations, and associations to help students pursue career opportunities.
  • Conducted mock interviews and worked with students to develop and enhance professional development skills.
  • Located, engaged, and attracted healthcare facilities and recruiters to build relationships and provide students with career opportunities.
  • Aligned students with career opportunities according to their wants and needs to help them start or continue their healthcare careers.

Client Service Associate

Raymond James Associates
12.2018 - 08.2019
  • Provided exceptional customer service to existing clients over the phone, addressing their inquiries and issues.
  • Processed client requests in opening new accounts and/or making account updates.
  • Analyzed and reviewed financial documents to ensure accuracy.
  • Supported the preparation of audits and resolved discrepancies.

Front Desk Associate

Institute Of Human Performance
01.2018 - 04.2018
  • Greeted members at front desk and engaged in pleasant conversations while managing check-in process.
  • Answered members' questions and inquiries over the phone and in person with exceptional customer service.
  • Sold appropriate training and membership packages to new and existing members.
  • Provided clerical support to staff by copying, faxing and filling documents.
  • Maintained accurate record of inventory and handed communications with external suppliers to maintain inventory levels.
  • Maintained clean and organized front desk area.

Education

MBA - Business Administration

Florida Atlantic University, Boca Raton, FL
12.2023

Bachelor of Arts - Business Adminsitration

Florida Atlantic University, Boca Raton, FL
05.2018
  • 3.725 GPA
  • magna cum laude graduate

Bachelor of Arts - Management Information Systems

Florida Atlantic University, Boca Raton, FL
05.2018
  • 3.725 GPA
  • magna cum laude graduate

Skills

  • Proficient with Microsoft Office applications
  • Superior ability to relate with others and facilitate teamwork
  • Proven research aptitude coupled with exceptional analytical capabilities
  • Adheres to timelines
  • Goal-driven with focus on efficiency
  • Quick adaptability to new environments and rapid learning capabilities
  • Experienced in managing customer accounts
  • Experienced in resolving issues and handling complaints
  • Skilled in project management
  • Intermediate proficiency in using Salesforce

Certification

  • SIE - Securities Industry Essentials
  • Series 63 - Uniform Securities Agent
  • Series 65 - Uniform Investment Advisor
  • Series 6 - Investment Company Products/Variable Contracts

Timeline

Client Service Consultant - Metlife
08.2022 - Current
Financial Consultant - WealthWave
11.2019 - Current
Career Advisor - Ultimate Medical Academy
08.2019 - 07.2022
Client Service Associate - Raymond James Associates
12.2018 - 08.2019
Front Desk Associate - Institute Of Human Performance
01.2018 - 04.2018
Florida Atlantic University - MBA, Business Administration
Florida Atlantic University - Bachelor of Arts, Business Adminsitration
Florida Atlantic University - Bachelor of Arts, Management Information Systems

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Jason Flucker-Williams