Mercedes Jackson-Goldstein
Philadelphia,PA
Summary
Dedicated financial professional with over 5 years of experience, a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Lead Analysis
BNY Pershing
Jersey City, NJ
04.2023 - Current
- Analyzed customer needs and preferences to create effective strategies for engagement.
- Provided technical support and problem resolution to clients throughout the process of opening accounts.
- Provided ongoing support and product knowledge during the implementation stages of new projects.
- Developed and maintained relationships with key clients to ensure successful delivery of their digital media campaigns.
Operations Specialist
Merrill Edge
Pennington, NJ
06.2019 - 01.2023
- Assisted with the development of project plans for new initiatives or process improvements.
- Performed root cause analysis on identified problems to determine appropriate corrective action.
- Resolved disputes between customers and vendors by providing clear explanations of terms and conditions.
- Identified operational and performance issues and worked with managers to resolve concerns.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Maintained positive working relationship with fellow staff and management.
Sales/Sales Support Generalist
Merrill Edge
Jacksonville, FL
01.2019 - 06.2019
- Analyzed customer requirements, identified potential solutions, and recommended products or services.
- Managed customer accounts by responding to inquiries, resolving problems, and providing product information.
- Cultivated relationships with existing customers to increase sales volume and expand the customer base.
Education
Bachelor of Science - Business Administration
Eastern Gateway Community College
Steubenville, OHSkills
- Business Needs Analysis
- Data Collection
- Campaign Implementation
- Vendor Relationship Management
- Campaign Management
- Survey coordination
Certification
- Google Ads Search certification
- Search Ads 360 certification
- Microsoft Bing certification
Affiliates
Jacksonville Alumni Association
Year Up
Timeline
Client Lead Analysis
BNY Pershing
04.2023 - Current
Operations Specialist
Merrill Edge
06.2019 - 01.2023
Sales/Sales Support Generalist
Merrill Edge
01.2019 - 06.2019
- Google Ads Search certification
- Search Ads 360 certification
- Microsoft Bing certification
Bachelor of Science - Business Administration
Eastern Gateway Community College
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