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.