Josh Ogundimu
Buford,GA
Summary
Result-driven, with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
5
5
years of professional experience
Work History
Client Relationship Manager
E*TRADE From Morgan Stanley
07.2022 - 12.2024
- Promoted available products and services to customers during service, account management, and order calls.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Retained updated knowledge of market competition and related offerings to generate favor for advisors.
- Placed trades, handle money movements and account transfers for clients.
Administrative Assistant Unpaid Internship
Brightview Accounting
11.2020 - 07.2022
- Assist in preparing financial statements and help maintain accurate AP/AR books
- Perform daily accounting tasks such as monthly financial reporting, general ledger entries, payments record and adjustments
- Help make calls and emails to clients in a professional and timely manner.
- Transcribed and organized information to assist in preparing speeches and presentations.
Customer Service Representative
CORE Response: Community Organized Relief Effort
11.2020 - 06.2021
- Provided excellent care and service to patients needing COVID-19 testing and vaccine
- Made calls to patients about tests, results, and answered any questions
- Organized van when packing up or moving sites for the mobile unit.
Deli Clerk
Publix Super Market
07.2019 - 04.2020
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Made food according to standard recipes with requested changes for customer satisfaction.
- Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
- Maintained a safe working environment by adhering to food safety guidelines and promptly addressing any hazards.
- Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
Education
BBA - Finance
Kennesaw State University
Kennesaw, GA12.2022
Skills
- Virtual market understanding
- Problem-solving aptitude
- Salesforce
- Business analysis
- Team building
- Account management
Timeline
Client Relationship Manager
E*TRADE From Morgan Stanley
07.2022 - 12.2024
Administrative Assistant Unpaid Internship
Brightview Accounting
11.2020 - 07.2022
Customer Service Representative
CORE Response: Community Organized Relief Effort
11.2020 - 06.2021
Deli Clerk
Publix Super Market
07.2019 - 04.2020
BBA - Finance
Kennesaw State University