KEVIN NGUYEN
Falls Church,VA
Summary
Dedicated financial professional with demonstrated strengths in processing, customer service, and analytics . Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
6
6
years of professional experience
Work History
Client Service Associate
Cassday & Company
02.2024 - Current
- Responsible for two advisors book of business, managing 575 houesholds and over 1 billion in AUM
- Averaging 300+ task completion per month
- Work with a variety of account types including revocable and irrevocable trusts
- Current position is a very fast pace enviroment, interacting with a variety departments to best service clients
Client Experience Specialist
Motley Fool Wealth Management
Alexandria, Virginia
11.2020 - 10.2023
- Served as acting Client Experience Team Lead during leave of absence
- Trained six new staff members on client service processes and shared strategies for handling diverse needs over three months training periods
- Onboarded 17 million dollars in assets under management in fiscal year 2023
- Maintained compliance with policies governing communications, sales and support for different problems
- Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach
- Identified issues and solutions to eliminate backlog and maximize workflows
- Identified or anticipated customer needs, recommended solutions and monitored results
Investment Advisor Assistant
Linsco and Private Ledger Financial (LPL)
Annandale, Virginia
03.2019 - 11.2020
- Assisted Wealth Managers adhere to LPL Financial's risk and compliance standards
- Executed multimillion-dollar trades for mutual funds, equities, ETFs or treasuries at the behest of the advisor
- Oversaw social media content for Branch Manager including Twitter, LinkedIn, and official website
- Prepared briefing notes, paperwork, and reports for meetings with current and prospective clients
- Converted office to digital workflow versus papertrail
- Delivered exceptional customer service to bolster strong relationships and build positive experiences
Director of Operations
Virginia All Stars
Fairfax, Virginia
05.2018 - 06.2019
- Prepared team schedules with focus on maintaining optimal employee coverage for business needs
- Maintained financial and administrative controls, accurately tracking funds and keeping records current
- Cultivated trusting relationships with team members and coaching staff with motivational strategies and knowledgeable approach
Skills
- Financials Analysis
- Analytical Thinking
- Account Management
- Customer Service
- Regulatory Compliance
- Microsoft Office
- Google Workspace
- Adobe Acrobat
- Slack
Languages
- English, Native
- Vietnamese, Native
- Spanish, Intermediate
Timeline
Client Service Associate
Cassday & Company
02.2024 - Current
Client Experience Specialist
Motley Fool Wealth Management
11.2020 - 10.2023
Investment Advisor Assistant
Linsco and Private Ledger Financial (LPL)
03.2019 - 11.2020
Director of Operations
Virginia All Stars
05.2018 - 06.2019
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