Jason Gavigan

Department head of trading and transactions.

• Provided knowledgeable service and support for all customer needs.
• Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
• Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
• Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.- organizes and allocates assets per advisor instruction.

Portfolio rebalancing

- tax lost harvesting

- liaison to our firm for the custodial institutions we use. (Schwab, Fidelity)

- IRA conversions

- assist clients and all transactional requests

- assist in compliance procedures.

-assists in billing and check deposits

- client relation specialist

- aid to financial advisors

• Provided viable solutions and/or alternatives in resolving escalated technical and identity theft issues through phone based interactions;
• Quickly assimilated technical concepts and new technology using available tools and resources to troubleshoot and interpret data to solve client needs;
• Ensured client requests are completed within required time frames that align to client satisfaction and goals;
• Excellent knowledge of PC/Mac computing environments including operating systems, peripherals, & navigating through software;
• Excellent knowledge of the Internet, ISPs and common browsers such as Internet Explorer, Chrome, Safari, & Firefox;
• Proven technical problem solving experience utilizing strong troubleshooting techniques;
• Experienced working in a team environment;
• Adept at anticipating and adapting to challenging job needs.