Mohamed Bockarie
Phoenix,AZ
Summary
Results-driven Branch Support Specialist with expertise in data analysis and process improvement. Successfully collaborated with teams to enhance workflows while ensuring client needs are met with precision and attention to detail.
Overview
19
19
years of professional experience
Work History
Branch Support Specialist
Edward Jones
Tempe, Arizona
07.2025 - Current
- Conducted research on financial products to support advisor recommendations.
- Collaborated with team members to streamline office processes and workflows.
- Assisted clients by preparing financial documents and account forms.
- Ensured software updates were applied to all devices regularly and efficiently.
- Installed and configured computer systems and peripherals for users.
Processing Coordinator: Contractor
Asset Preservation Wealth & Tax
Phoenix, Arizona
11.2023 - 04.2024
- Processed client documents for wealth management and tax services.
- Assisted in maintaining accurate records for client accounts and transactions.
- Organized files to ensure compliance with regulatory standards and company policies.
- Collaborated on data entry tasks to maintain up-to-date information systems.
- Processed and documented transactions in company database.
Associate Client Support Consultant
Vanguard
Phoenix, Arizona
08.2020 - 11.2021
- Coordinated support efforts with cross-functional teams to resolve client issues.
- Assisted clients with product inquiries and service-related questions.
- Analyzed client feedback to suggest improvements to service offerings.
- Facilitated communication between clients and technical support teams effectively.
- Maintained accurate records of client interactions, transactions, comments, complaints.
Tax & Cost Basis Specialist
Charles Schwab
Phoenix, Arizona
01.2017 - 06.2020
- Facilitated electronic ACAT cost-basis reporting for outbound CBRS items to contra companies.
- Analyzed data to pinpoint error root causes and identify enhancement opportunities.
- Updated inbound CBRS items that failed alongside electronic ACAT cost basis reporting.
- Assisted advisors with transactional requests through inbound and outbound calls regarding money movement and account transfers.
- Championed client usage of Schwab's digital platform by providing website navigational support and feature insights.
Customer Service Representative
Waste Management Company
Phoenix, Arizona
01.2016 - 01.2017
- Managed customer inquiries regarding waste collection and recycling services.
- Educated customers on proper waste disposal and recycling guidelines.
- Collaborated with team members to streamline service processes and improve efficiency.
- Documented customer interactions using company-specific software systems.
Behavior Technician
Arizona HealthCare
Phoenix, Arizona
01.2007 - 12.2015
- Implemented behavior intervention plans for clients with developmental disorders.
- Assisted in conducting assessments to identify individual client needs.
- Collaborated with therapists to deliver effective treatment strategies.
- Monitored client progress and documented behavioral changes accurately.
- Communicated effectively with families regarding client care plans.
Education
Bachelor of Science - Economics
Arizona State University
Tempe, AZ02-2015
Associate of Arts - Science
Maricopa Community Colleges, Phoenix College
Phoenix, AZ06-2011
Skills
- Software troubleshooting
- Financial documentation
- Data entry accuracy
- Process improvement
- Team collaboration
- Effective communication
- Problem solving
- Attention to detail
- Analytical thinking
- Conflict resolution
- Financial product sales
- Loan processing
- Time management proficiency
- Medical services administration
- Database search and data entry skills
- Verbal and written communication
Timeline
Branch Support Specialist
Edward Jones
07.2025 - Current
Processing Coordinator: Contractor
Asset Preservation Wealth & Tax
11.2023 - 04.2024
Associate Client Support Consultant
Vanguard
08.2020 - 11.2021
Tax & Cost Basis Specialist
Charles Schwab
01.2017 - 06.2020
Customer Service Representative
Waste Management Company
01.2016 - 01.2017
Behavior Technician
Arizona HealthCare
01.2007 - 12.2015
Bachelor of Science - Economics
Arizona State University
Associate of Arts - Science
Maricopa Community Colleges, Phoenix College