Lynnette White
Jacksonville,FL
Summary
Seasoned Wealth Management Client Services professional with 9 years of experience in financial customer care. Expert in handling inbound client inquiries, account maintenance, and online navigation at Bank of America/Merrill. Seeking a Wealth Management Client Care role to leverage extensive client service skills and financial industry knowledge.
Overview
9
9
years of professional experience
Work History
WMCS Client Service Associate
Bank Of America/Merrill
Jacksonville, FL
01.2019 - Current
- Deliver high-quality client service, ensuring responsive and comprehensive support for wealth management clientele's inquiries and administrative needs
- Manage intricate client and internal partner communications, providing thorough and efficient resolution to service requests
- Investigate and address a broad range of issues, coordinating with cross-functional teams to gather information and meet client expectations
- Maintain proficiency in both banking and brokerage systems, as well as Merrill Lynch and Bank of America online platforms, to facilitate knowledgeable support.
Customer Service Representative
JEA
Jacksonville, FL
12.2016 - 01.2019
- Managed customer inquiries, facilitated account initiation and conducted credit assessments using Experian to establish service eligibility
- Coordinated service termination and address transfers, ensuring seamless transition for customer accounts
- Analyzed customer accounts for alerts or issues, providing necessary guidance for resolution prior to service commencement.
Collection Associate
Stellar Recovery
Jacksonville, FL
07.2015 - 12.2016
- Managed inbound customer inquiries to facilitate resolution of outstanding account balances, ensuring satisfactory outcomes for both the client and the company
- Conducted outbound calls for various account types, including telecommunications, education loans, and credit cards, to negotiate payment arrangements
- Assisted with escalated customer service issues in the absence of management, providing effective problem-solving and maintaining service continuity.
Education
A.A of Science - Crime Scene Technology
Keiser University
Jacksonville, FL01.2011
High School Diploma -
Phillip Randolph Academy of Technology
Jacksonville, FL01.2007
Skills
- Microsoft Office (Word, PowerPoint, Outlook, and Excel)
- Great Communication Skills
- Problem Solving
- Calculate
- Agency Intel
- Catalyst & Bria
- Synergy Web
- Nice
- Lean
- Signal
Timeline
WMCS Client Service Associate
Bank Of America/Merrill
01.2019 - Current
Customer Service Representative
JEA
12.2016 - 01.2019
Collection Associate
Stellar Recovery
07.2015 - 12.2016
A.A of Science - Crime Scene Technology
Keiser University
High School Diploma -
Phillip Randolph Academy of Technology
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