Professional Summary
Overview
Work History
Education
Skills
Certification
Timeline

Josh Ogundimu

Kiepe
Buford,GA
1
Certification
7
years of professional experience

Former Client Relationship Manager with a track record of improving retention and executing high-volume trades while supporting advisors. Drives client satisfaction through clear communication, market research, and efficient issue resolution. Seeks expanded account management responsibilities to deepen client relationships and grow advisor referrals.

Work History

WAREHOUSE SPECIALIST

3 Months
Kiepe | 04.2026 - 07.2026
  • Picked and packed employees orders using handheld scanners, reducing packing errors and returns.
  • Inspected incoming shipments against purchase orders, rejected damaged goods and documented claims.
  • Coordinated with shipping carriers to schedule daily pickups and confirmed carrier paperwork for each load.
  • Performed cycle counts during slow shifts, identifying misplaced SKUs and correcting inventory discrepancies.

CLIENT RELATIONSHIP MANAGER

2 Years 5 Months
E*TRADE from Morgan Stanley | 07.2022 - 12.2024
  • Promoted products and services to customers during service and account management calls, enhancing their understanding of offerings.
  • Delivered customer care by responding to requests, assisting with product selection, and managing ordering functions, ensuring a positive customer experience.
  • Resolved customer complaints and issues promptly, contributing to increased customer satisfaction.
  • Executed trades for clients by managing orders and transactions efficiently.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Retained updated knowledge of market competition and related offerings to generate favor for advisors.

CUSTOMER SERVICE REPRESENTATIVE

7 Months
CORE Response: Community Organized Relief Effort | 11.2020 - 06.2021
  • Communicated with patients regarding test results and addressed inquiries, fostering trust and clarity in their healthcare journey.
  • Delivered compassionate care and service to patients receiving COVID-19 testing and vaccinations, ensuring a positive experience during critical health needs.
  • Coordinated logistics for mobile unit by efficiently organizing van for site transitions, enhancing operational effectiveness.

DELI CLERK

9 Months
Publix Super Market | 07.2019 - 04.2020
  • Made food according to standard recipes with requested changes for customer satisfaction.
  • Maintained a safe working environment by adhering to food safety guidelines and promptly addressing any hazards.
  • Restocked supplies and prepared ingredients during downtime to ensure readiness for busy periods.
  • Maintained clean, organized workspaces to support safe and efficient operations.
  • Cleaned and sanitized dishes and utensils, ensuring consistent availability of necessary supplies for customer demand.

Education

BBA - Finance

Kennesaw State University | Kennesaw, GA | 12.2022
GPA: 3.04

Skills

Data analysis
Technical support
Network troubleshooting
Market analysis
Salesforce proficiency
Account management
Problem-solving skills
Attention to detail
Interpersonal communication

Certification

  • Series 7 — FINRA (Active)
  • Series 63 — FINRA (Active)
  • SIE—FINRA (Active)

Timeline

WAREHOUSE SPECIALIST

Kiepe
04.2026 - 07.2026Read More

CLIENT RELATIONSHIP MANAGER

E*TRADE from Morgan Stanley
07.2022 - 12.2024Read More

CUSTOMER SERVICE REPRESENTATIVE

CORE Response: Community Organized Relief Effort
11.2020 - 06.2021Read More

DELI CLERK

Publix Super Market
07.2019 - 04.2020Read More

Kennesaw State University

BBA from Finance
Read More
Josh Ogundimu