Jordan Washam

Delivered high level support to high-net-worth clients $250K–$1M+ in assets, strengthening client relationships and driving loyalty and business growth. Handled inbound inquiries, providing guidance on products and services while resolving complex requests. Executed and processed trades across options, equities, mutual funds, and fixed income, ensuring accuracy, compliance, and timely service. While being regulated and licensed through FINRA.

Assess financial circumstances of current clients and prospects and provide tailored solutions for their needs

Provide five-star client experience by solving complex client challenges,

Delivers consultative and ethical client engagement practices, while ensuring top financial priority and client portrait processes are effectively executed in every physical and virtual client interaction

Processed customer requests for statements, ordering additional checks and updating customer personal information in database.

Developed summaries to assess each client's participation level and determine targets for follow-up plans.

Guide guests through loading and unloading processes for optimal safety and ride efficiency

Inspected and monitored lift regularly to detect and resolve mechanical issues

Helped coordinate daily set-up and shut-down procedures for lift and operating

Communicated with other lift operators about high-risk lift riders.

Completed paperwork associated with merchandise, price adjustments, customer returns, and cash register operation Completed paperwork associated with merchandise, price adjustments, customer returns, and cash register operation

Processed customer adjustments to maintain financial accounts.

Responded to questions and followed up on customer interactions

Built strong knowledge of product line to assist customers in selecting products meeting highly personal needs

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

Worked at consistently fast pace with repetitive motions, efficiently and accurately

Abided by all safety standards and OSHA regulations in warehouse environment

Filled order tickets by assembling orders into shipping containers and moved filled orders to and from packing and shipping areas

Worked in challenging conditions, including cold, heat, and dust, while maintaining productivity

Inspected incoming and outgoing shipments to verify accuracy and prevent errors.

Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.