Joyleen Betita
San Diego,CA
Summary
My area of expertise is analytical research, resolve complex escalations and going above and beyond to achieve team goals and exceeding the advisors expectations.
Known for adaptability, strong work ethic combined with the ability to maintain a cheerful, steady performance despite stress. Proven success in managing two high net worth offices by building trust, accountability and delivering impactful customer service.
Overview
19
19
years of professional experience
Work History
Assoc. Advisor Comp Solution Professional
LPL Financial
07.2013 - Current
- Serve as lead for our FRG and Webster Bank Service POD.
- Assist with questions from internal departments and external business partners
- Analyze advisors payout structures
- Generate and reconcile reports for key contact consultations
- Assist frontline with their open cases and escalations
- Facilitate weekly meetings
- Assist complex cases from our case management team and business consulting.
- Consult advisors with various reports and questions
- Constructing guidance instructions for advisors
- Collaborate with other business units in establishing a clear communications path with our advisors
Senior Operations Specialist
LPL Financial
11.2006 - 07.2013
- Serve as a liaison between the New Accounts Dept, Advisory Consulting and Transition Specialists.
- Responsible for reconciling Managed Accounts Platforms and maintain accuracy and reduce escalations.
- Responsible for updating clients portfolio model & generate reports for special projects.
- Reconcile discrepancies on beta system and account paperwork
New Accounts Associate
TD Ameritrade
03.2006 - 11.2006
- Responsible for processing and reconciling legal documents
- Ensure quality control by validating and verifying applications
- Trained new employees for back-up supports
- Worked closely with legal departments and surveillance
Education
South Western College
San Diego 06-2005
High School Diploma -
Scripps High School
San Diego Ca06-1998
Skills
- Possess a strong attention to detail
- Excellent communication skills
- Problem-solving abilities
- Ability to work under pressure
- Effective time management
- Analytical research
- De-escalation expert
Timeline
Assoc. Advisor Comp Solution Professional
LPL Financial
07.2013 - Current
Senior Operations Specialist
LPL Financial
11.2006 - 07.2013
New Accounts Associate
TD Ameritrade
03.2006 - 11.2006
South Western College
High School Diploma -
Scripps High School
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