Summary
Overview
Work History
Education
Skills
Timeline
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LaTonya Glover

Montgomery

Summary


Accomplished Senior Client Associate with almost 7-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

Overview

7
7
years of professional experience

Work History

Senior Client Associate

Foundever
07.2018 - Current
  • Managing all related Customers care concerns with on-time Solutions, answering banking needs, and providing products and services tailored for each clients, while providing expert customer service.
  • Mentored junior associates, fostering professional development and improving overall team performance.
  • Enhanced client satisfaction by providing exceptional service and addressing concerns promptly.
  • Achieved high levels of client retention through dedicated account management and personalized attention to individual needs.

Catering Associate

Baptist east medical center
07.2017 - 07.2018
  • Dietary assistance for inpatient care
  • Ensure patients receive appropriate dietary needs as prescribed by medical staff
  • Deliver food to patients
  • Assist patients with menu selection

Education

High School -

Abraham Lincoln High School
Jersey City, NJ
01.2011

Skills

  • Data Entry
  • Cashier
  • Receptionist
  • Filing Claims
  • Customer Service
  • Professionalism
  • Banking
  • Management
  • Training and mentoring
  • Account management

Timeline

Senior Client Associate

Foundever
07.2018 - Current

Catering Associate

Baptist east medical center
07.2017 - 07.2018

High School -

Abraham Lincoln High School

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LaTonya Glover