Leon Perry
Investment Banking
Phoenix,AZ
Summary
Result-driven with strong background in customer service, Dedicated to generating customer goodwill and loyalty by developing key relationships and decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business growth strategies.
Overview
16
16
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Financial Service Representative
Vanguard
Phoenix
05.2022 - 10.2022
- Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm
- Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients
- Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plan
Financial Service Representative
Charles Schwab
Phoenix
11.2021 - 03.2022
- Take 70-90 Inbound calls engaging clients in discussions involving education and navigation on accounts and directing them to the appropriate areas to better assists
- Care enough to ask the difficult questions being an advocate knowing that just one question, the right question, can change a client's future
- Resolve client issues by using technology and business authorities within effective methods to meet client goals
- Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plan
Financial Service Representative
Ask Staffing
Phoenix
11.2020 - 07.2021
- Take 70-90 Inbound calls engaging clients in discussions involving education and navigation on accounts and directing them to the appropriate areas to better assists
- Care enough to ask the difficult questions being an advocate knowing that just one question, the right question, can change a client's future
- Resolve client issues by using technology and business authorities within effective methods to meet client goals
- Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plan
Customer Service Representative II
CVS Pharmacy
Phoenix
01.2020 - 11.2020
- Take 60-80 Inbound Calls from patients, medical office, pharmacists
- Refill patients prescription
- Verifying patients insurance coverage, verifying patient prescription history
- Faxing doctor offices prior authorization forms
- Communicating with the department pharmacist
Customer Service
Advisory Group
Phoenix
03.2019 - 09.2019
- Advisory Services
- Create a strong customer working relationship with Advisors and their assistants
- Receive inbound calls from Advisors and customers who have advisory service-related issues
- Pay close attention to detail, process work accurately eliminating customer complaints
- Work collaboratively with other business units to assure satisfaction of the needs of our Advisors
- Work independently to make decisions regarding resolution of issues.
Transfer Agent
Wells Fargo
Phoenix
11.2018 - 01.2019
- Maintain a record of Stock ownership, including contact information, of an issuer’s registered shareholders.Issue and cancel certificates to reflect changes in ownership
- Ensure service is compliant with current policies, procedures, rules and regulations of the SEC( US Securities & Exchange Commission )
- Take ownership of inquiriesability to ask the right question to bring timely, accurate solutions
- Help shareholders and bondholders when a stock or bond certificate has been lost, destroyed, or stolen.
Retirement Specialist
Edward Jones
Phoenix
09.2017 - 04.2018
- Respond to operational, technical, regulatory and sales service questions
- Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plans
- Effectively use knowledge, tools and resources to ensure service and processing output is compliant with current policies, procedures, rules and regulations
- Take ownership of inquiries ability to ask the right question to bring timely, accurate solutions
- Consistently deliver outstanding service to our branch associates and other department
Branch Manager
BMO Harris Bank
Phoenix
02.2014 - 09.2016
Branch Manager
Bank of America
Phoenix, Florida
10.2006 - 01.2014
Education
Associate of Arts - Business Management
08.1989 - 06.1991
Skills
Risk management
Certificates of deposit
Sales goals
Account document
Loan applications
Financial services
Customer relationship building
Account maintenance
Financial services support
Financial Advisory Services
Service Scheduling
Financial Services and Products
Customer service understanding
Customer service specialist
Certification
Scheduled SIE Exam June 13
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Scheduled SIE Exam June 13
06-2023
Financial Service Representative - Vanguard
05.2022 - 10.2022
Financial Service Representative - Charles Schwab
11.2021 - 03.2022
Financial Service Representative - Ask Staffing
11.2020 - 07.2021
Customer Service Representative II - CVS Pharmacy
01.2020 - 11.2020
Customer Service - Advisory Group
03.2019 - 09.2019
Transfer Agent - Wells Fargo
11.2018 - 01.2019
Retirement Specialist - Edward Jones
09.2017 - 04.2018
Branch Manager - BMO Harris Bank
02.2014 - 09.2016
Branch Manager - Bank of America
10.2006 - 01.2014
Associate Olive Harvey College - Associate of Arts, Business Management
08.1989 - 06.1991