Micah Boyd

Strengthened relationships with high-value E*TRADE clients through proactive engagement and support. Exceeded promotional and marketing sales goals and metrics. Delivered exceptional service in trading support and relationship management.
Focused on understanding client financial goals to provide tailored assistance.

• Managed client accounts to ensure satisfaction and retention.
• Developed strong relationships with clients through regular communication.
• Collaborated with internal teams to resolve client inquiries efficiently.

Current Career Objective: Pursuit of Series 7 (FINRA)

• Completed six-month apprenticeship, providing chat support for new hires and resolving client inquiries to improve onboarding experience.
• Trained new employees, facilitating smooth integration into company practices and enhancing team effectiveness.
• Developed soft and technical skills to improve service delivery for clients and support virtual client solutions team.

• Completed routes 1.5 hours faster than scheduled time.
• Determined optimal delivery routes using GPS and local knowledge, improving delivery accuracy.
• Transported merchandise from storage to delivery trucks per order tickets for timely dispatch.
• Conducted vehicle inspections before and after deliveries, ensuring operational safety standards.
• Managed customer communications, addressing inquiries and notifying about delays to maintain service quality.
• Streamlined operations by multi-tasking on heavy equipment and trucks, reducing project completion times.
• Exceeded weekly sales goals for loyalty program by securing three memberships daily.
• Finalized documentation for contracts, receipts, registrations, and dealer files efficiently.

• Responded to customer inquiries via email and telephone to enhance engagement and service satisfaction.
• Prepared and organized contracts, purchase receipts, vehicle registrations, and dealer files to ensure compliance and accuracy.
• Analyzed customer needs to provide tailored product recommendations and demonstrations.
• Performed tire rotations, mounts, and balancing on vehicles to maintain safety and performance standards.