Summary
Overview
Work History
Education
Skills
Timeline
Generic

JOSEPH ALLOCCA

Concord ,NC

Summary

Achieved high customer satisfaction ratings through proactive support and relationship building. Enhanced order processing efficiency by leveraging CRM systems. Cultivated lasting customer relationships to drive repeat business.

Overview

7
7
years of professional experience

Work History

Ultra High Net Worth Client Representative

Vanguard
Charlotte
06.2025 - 12.2025
  • Sales trained to identify and pitch Vanguard products and advisory services to clients
  • Resolved customer grievances consistently, collaborating with team members to achieve solutions.
  • Coordinated funds transfers between different types of accounts and at outside institutions.

Client Service Associate

UBS Financial Services
White Plains, NY
06.2021 - 06.2025
  • Delivered exceptional client service, addressing inquiries and resolving issues promptly.
  • Managed account documentation, ensuring accuracy and compliance with regulatory requirements.
  • Collaborated with financial advisors to prepare client presentations and reports, enhancing communication efficiency.
  • Implemented process improvements for client onboarding, reducing turnaround time for new accounts.

Financial Analyst

Synchrony
Stamford, CT
06.2020 - 08.2020
  • Analyzed financial data and explained variances in close collaboration with senior business and unit managers.
  • Compiled accurate data with routine queries of financial information systems.
  • Performed research tasks with senior staff members to develop comprehensive analyses and presentations.

Golf Assistant

Sleepy Hollow Country Club
Sleepy Hollow, NY
06.2019 - 08.2019
  • Assisted members with golf bags on and off golf carts to promote positive customer service practices.
  • Conducted various mowing and turf maintenance operations.

Education

Bachelor of Science (B.S.) - Finance

Pennsylvania State University
State College, PA
05.2021

Skills

  • CRM systems
  • SIE
  • Series 7
  • Series 66

Timeline

Ultra High Net Worth Client Representative

Vanguard
06.2025 - 12.2025

Client Service Associate

UBS Financial Services
06.2021 - 06.2025

Financial Analyst

Synchrony
06.2020 - 08.2020

Golf Assistant

Sleepy Hollow Country Club
06.2019 - 08.2019

Bachelor of Science (B.S.) - Finance

Pennsylvania State University