Summary
Overview
Work History
Education
Skills
Certification
Web
Personal Information
Languages
Timeline
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Mouna Bouhajra

Columbus,OH

Summary

An exceptionally detailed Investment Specialist with a strong background in Financial Planning, Risk Assessment, Sales Proficiency, Marketing and Wealth Planning aspiring to leverage the practical experience. A skilled communicator who exceeds to build strong working relationships with coworkers and clients. Successful at account management and personalized client relationships. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Investment Specialist

Northwestern Mutual
03.2023 - Current
  • Managed day-to-day operations, including client inquiries, account maintenance, and onboarding processes.
  • Played key role in opening investment accounts and managing transfer process.
  • Provided technical support and resolved client issues efficiently.
  • Collaborated with cross-functional teams to deliver comprehensive client solutions.
  • Utilized CRM tools to track client interactions and identify potential sales opportunities.
  • Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
  • Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
  • Streamlined processes for more efficient client management, reducing response times and improving overall service quality.
  • Improved team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
  • Actively supported investment sales efforts by preparing for client meetings, analyzing investment performance, and processing trade orders.
  • Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.

Suitability Principal

Nationwide Financial
02.2020 - 10.2022
  • Reviewed new Fixed, Immediate, and Indexed annuity business applications received by analyzing complex client financial information
  • Used NAIC and State Regulations to determine if business is complete and suitable
  • Interacted with Compliance concerning questionable cases
  • Reviewed suitability on formal client complaints for Operations department and determines countermeasures to prevent future complaints
  • Ad-Hoc Reporting and Analysis
  • Supported Senior Management with in-depth analysis and provides financial recommendations to facilitate decision making
  • Analyzed current and past trends to streamline department processes
  • Spearheaded LEAN initiatives to improve workplace efficiency
  • Supervised new business operations and trades when needed
  • Assisted in development and implementation of suitability automated database.

Analyst, Internal Sales & Service

Nationwide Financial
02.2018 - 02.2020
  • Provided consultations to advisors in financial planning process by analyzing client's financial information and recommending best suited investment products
  • Provided quality support in areas of handling inquiries, troubleshooting and account assistance.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Managed multiple projects simultaneously while adhering to strict deadlines and quality standards.

Internal Sales & Service Financial Analyst

Alliance Data
07.2016 - 10.2017
  • Professionally handled incoming requests from cardholders and ensured that issues are resolved promptly.
  • Collaborated with other team members to streamline internal processes, enhancing overall efficiency within department.
  • Assisted customers in navigating online banking platforms and mobile applications, enhancing their overall digital experience with financial institution.
  • Collaborated closely with other departments like Collections or Fraud Prevention teams for seamless communication and better case management.
  • Worked with customers to answer questions, resolve disputes and research discrepancies.
  • Expedited dispute resolutions for customers by thoroughly investigating claims and providing timely updates on case progress.
  • Consistently met or exceeded performance metrics for call quality, resolution time, and customer satisfaction ratings.
  • Efficiently navigated multiple systems simultaneously while assisting customers, ensuring accurate information was provided without delay.
  • Established rapport with customers during interactions, resulting in positive feedback and increased likelihood of referrals.
  • Managed sensitive customer data with utmost discretion, ensuring compliance with privacy regulations and maintaining trust between clients and the organization.
  • Educated customers on credit card benefits, driving increased utilization of rewards programs and value-added services.
  • Assisted in training new hires, sharing best practices and helping them quickly acclimate to their new roles as Credit Card Customer Service Representatives.

Corporate & Leisure Reservations Coordinator

Kerzner International, Mazagan Beach & Golf Resort
06.2014 - 04.2016
  • Supervised a team of 10 agents & prepared a monthly shift schedule
  • Increased business revenue by improving team's performance
  • Collaborated with other team members to achieve successful flash sales, new offers and packages
  • Minimized overbooking situations through vigilant monitoring of incoming reservations and careful balancing of room inventories.
  • Ensured an income as set for the monthly target
  • Collaborated with revenue management and presented daily reports to upper management.
  • Increased overall efficiency by training new team members on best practices in reservations management.
  • Developed strong relationships with clients, leading to increased repeat bookings and positive word-of-mouth referrals.

Education

Bachelor of Science -

International Institute For Higher Education of Morocco
Rabat, Morocco
01.2014

Skills

  • Salesforce, ENV2, Netx360, CSS
  • OPERA, Cicero, PALLM, Siebel, AIMS
  • Microsoft Suite
  • Ycharts, Morningstar
  • Financial Analysis, Financial Planning
  • Strong Analytical and problem-solving skills
  • Investment performance analysis, Securities Trading
  • Verbal and written communication, Meticulous attention to detail
  • Customer Service-Oriented, Self-motivated nature
  • Operations Management
  • Financial Industry Regulatory Authority (FINRA)

Certification

  • 08/2018, FINRA Series 6
  • 08/2019, FINRA Series 26
  • 07/2019, International Claim Association Associate, Life and Health Claims (ALHC)
  • 04/2021, The American College Chartered Life Underwriter (CLU)
  • 05/2023, FINRA Series 7
  • 06/2023, FINRA Series 63
  • Currently Pursuing The American College Chartered Financial Consultant Candidate (ChFC)

Web

https://www.linkedin.com/in/mouna-bouhajra-alhc-clu-03388488/

Personal Information

  • Date of Birth: 04/14/91
  • Nationality: American

Languages

English
Native or Bilingual
Arabic
Native or Bilingual
French
Full Professional

Timeline

Investment Specialist

Northwestern Mutual
03.2023 - Current

Suitability Principal

Nationwide Financial
02.2020 - 10.2022

Analyst, Internal Sales & Service

Nationwide Financial
02.2018 - 02.2020

Internal Sales & Service Financial Analyst

Alliance Data
07.2016 - 10.2017

Corporate & Leisure Reservations Coordinator

Kerzner International, Mazagan Beach & Golf Resort
06.2014 - 04.2016

Bachelor of Science -

International Institute For Higher Education of Morocco

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Mouna Bouhajra