Jonathan Kerby
Buena Vista,CO
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Expertise include call center management, financial planning, sales and extensive customer service.
Overview
10
10
years of professional experience
Work History
Team Member/Shift Manager
Sorelle Delicatessen
11.2021 - Current
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
- Evaluated customer needs and feedback to drive product and service improvements.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Associate Wealth Management Advisor
Northwestern Mutual
08.2019 - 10.2021
- Primary point of contact for majority of client related inquiries and requests related to investments and trading for 150+ households and $200m under management.
- Assisted clients with trade generation, portfolio review, money movement requests and all new account paperwork to provide exceptional financial customer service.
- Gathered information and prepared paperwork for new accounts.
- Developed quotes and delivered applications for insurance products.
Financial Advisor
Edward Jones
07.2017 - 07.2019
- Provided investment knowledge and in-depth financial planning for 150 households, amounting to $65 million in assets under care, while continuing to focus on future growth by extensive prospecting and relationship development.
- Nourished and deepened professional and personal relationships with clients and community members to ensure future growth in branch profitability while providing valuable services to help achieve financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Client Service Specialist
Charles Schwab & Co., Inc
04.2014 - 06.2017
- Accepted and processed payments, updated accounts and issued receipts.
- Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
- Provided knowledgeable service and support for all customer needs.
Education
Bachelor of Science - Business Administration, Finance
University of Colorado At Boulder
Boulder, CO05.2009
Skills
- Series 7, 63 & 66 licensed
- Financial planning and reporting
- Account Management
- Expert in customer relations
- High Excel proficiency with strong desire to learn
- Programming and technology experience
- Investment analysis
- Detail-oriented
- Team leadership skills
Timeline
Team Member/Shift Manager
Sorelle Delicatessen
11.2021 - Current
Associate Wealth Management Advisor
Northwestern Mutual
08.2019 - 10.2021
Financial Advisor
Edward Jones
07.2017 - 07.2019
Client Service Specialist
Charles Schwab & Co., Inc
04.2014 - 06.2017
Bachelor of Science - Business Administration, Finance
University of Colorado At Boulder
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