Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kara Lee South

Charlotte,NC

Summary

Tenacious Representative possessing dynamic interpersonal expertise for developing fruitful customer relationships. Adept mediator of client requirements and organizational interests promoting mutually beneficial deals. Focused communicator fostering favorable service applications for maximizing customer interest and satisfaction.

Overview

3
3
years of professional experience
1
1
Certification

Work History

High Net Worth Client Case Representative

Vanguard
10.2023 - Current
  • Supported thousands of clients in managing their finances through best-class service methods
  • Implemented focus strategies on developing and maintaining resolutions for specific client inquiries
  • Trained new and existing employees on how to work with clients throughout multiple touchpoints successfully
  • Facilitated change of ownership transactions for clients due to death, divorce, gifts, and much more
  • Worked cross-functionally with multiple departments on a problem-solving team focused on improving the customer journey map


Client Relationship Associate

Vanguard
12.2021 - 09.2023
  • Opened new accounts and performed asset transfers for new and existing clients
  • Resolved conflicts with clients who may have previously experienced unrefined or inconsistent services (not-in-good-order cases)
  • Brainstormed new ideas with team members for problem-solving and engagement to reduce ambiguity and lead times to service our customer base


Bank Teller

Wells Fargo
05.2021 - 12.2021
  • Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates
  • Processed customer transactions promptly, minimizing wait times
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches

Education

BBA - Finance

UNC Charlotte
Charlotte
12.2021

Associate of Arts -

Cape Fear Community College
Wilmington, NC
05.2018

Skills

    Data Analysis

    KPI Reporting

    Communication

    Conflict-Resolution

    Time Management

    Training

    Presentation Skills

    Records Management

    Account Servicing

    CRM

Certification

  • SIE - Securities Industry Essentials Examination - 12/2021
  • Certified Insurance Counselors - 12/2021
  • Series 7 - General Securities Representatives Exams - 02/2022
  • Series 63 - Uniform Securities Agent State Law Examination - 04/2022
  • Wealth Management Specialist - 12/2022

Timeline

High Net Worth Client Case Representative

Vanguard
10.2023 - Current

Client Relationship Associate

Vanguard
12.2021 - 09.2023

Bank Teller

Wells Fargo
05.2021 - 12.2021

BBA - Finance

UNC Charlotte

Associate of Arts -

Cape Fear Community College

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Kara Lee South