Summary
Overview
Work History
Education
Skills
Timeline
Generic

LaCora Boyd

Memphis,TN

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

7
7
years of professional experience

Work History

Financial Advisor

Genpact
Memphis, TN
02.2020 - 02.2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Customer Service Representative

PFS WEB
Memphis, TN
03.2017 - 02.2020
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.

Lead Cashier

Neiman Marcus
Atlanta, GA
03.2015 - 03.2017
  • Processed payments effectively and accurately handled cash, credit, debit and personal check transactions.
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Assisted customers by answering questions and fulfilling requests.
  • Educated employees on register use, merchandising and customer service.
  • Maintained stock within optimal levels to meet expected customer and sales levels.

Education

High School Diploma -

Trezevant High School
Memphis, TN
05.2007

Skills

  • Verbal and Written Communication
  • Microsoft Excel
  • Cash Management Strategies
  • Attention to Detail
  • Service-Oriented
  • Critical Thinking

Timeline

Financial Advisor

Genpact
02.2020 - 02.2022

Customer Service Representative

PFS WEB
03.2017 - 02.2020

Lead Cashier

Neiman Marcus
03.2015 - 03.2017

High School Diploma -

Trezevant High School

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LaCora Boyd