Nehema Nkere
Baltimore,MD
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level financial position. Ready to help team achieve company goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retirement Client Specialist
T. Rowe Price
Owings Mills, MD
11.2023 - Current
- As a Retirement Client Specialist, I am to play a vital role in assisting clients with their retirement planning needs
- I leverage my expertise in retirement products, investment strategies, and financial planning to provide comprehensive guidance and support to clients preparing for retirement or already in retirement
- I work closely with clients to understand their retirement goals, financial situation, and lifestyle preferences
- I provide personalized retirement planning advice and develop comprehensive retirement income strategies
- I assist clients in managing their retirement savings and investments to generate income while preserving capital
- This may involve constructing diversified investment portfolios, selecting suitable investment vehicles, and monitoring performance.
- Developed strong relationships with key clients, resulting in increased revenue and repeat business.
- Acted as liaison between company''s technical staff and clients by translating complex product/service specifications into easily digestible formats for non-expert audiences to comprehend during sales pitches or consultation sessions held thereof via proa
- Maintained detailed records of all client interactions, transactions, and correspondence, ensuring easy retrieval of information when needed and promoting transparency in communication across the team.
- Interacted with team members across departments to research and resolve customer issues.
- Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
Retail Investment Specialist
T. Rowe Price
Owings Mills, MD
02.2023 - Current
- As a Retail Investment Specialist, I was responsible for providing expert guidance and support to retail clients seeking investment opportunities
- I utilized my knowledge of financial markets, products, and investment strategies to assist clients in making informed decisions tailored to their financial objectives and risk tolerance
- I discussed with clients to understand their financial goals, risk tolerance, and investment preferences
- Based on this information, I provided personalized investment advice and recommendations
- I had a deep understanding of various investment products available to retail clients, including stocks, bonds, mutual funds, ETFs (exchange-traded funds), and retirement accounts like IRAs (Individual Retirement Accounts) or 401(k) plans
- I helped clients build and manage investment portfolios tailored to their objectives
- This involved selecting appropriate investment vehicles, diversifying assets, and periodically rebalancing portfolios to maintain alignment with clients' goals and risk profiles
- Staying informed about market trends, economic developments, and investment opportunities is crucial
- I conducted research to identify promising investment opportunities and kept clients informed about relevant market developments
- I educated clients about investment principles, strategies, and best practices
- This includes explaining concepts such as asset allocation, risk management, and the importance of a long-term investment approach
- I ensured that all investment recommendations and activities comply with relevant regulatory requirements and internal policies
- This includes providing accurate and transparent information to clients
- Building strong relationships with clients is essential for long-term success
- I provided ongoing support, addressed client inquiries and concerns promptly, and proactively reached out to clients to review their portfolios and discuss any necessary adjustments
- While my primary focus was on providing sound investment advice, I also contributed to business growth by identifying opportunities to expand the client base and increase assets under management.
- Implemented risk-management measures across all aspects of client portfolios to protect against adverse market conditions.
- Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
- Often put in charge fo team meetings and events by leadership
- Improved team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
- Participated in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
CRT BACKUP
T. Rowe Price
Owings Mills, MD
11.2023 - 12.2023
- As a Fund Client Research Analyst, I played a critical role in evaluating and selecting investment funds to meet the needs of our clients
- I leveraged my analytical skills and industry expertise to conduct thorough due diligence on fund managers, strategies, and performance metrics, ensuring alignment with our investment objectives and client requirements.
Front Desk Receptionist, Member Experience Assistant, Personal Assistant
Activate Body, Clipper Mill
Baltimore, MD
07.2021 - 05.2022
- Managed client schedules, provided friendly communications and service to members, scheduled internal meetings, worked with team members to develop social media ad campaigns, maintained cleanliness standards, managed and monitored schedules for individual members, processed client contracts, and maintained filing systems.
Front Desk Receptionist
Owings Mills Eye Care
Owings Mills, MD
07.2019 - 10.2019
- Provided efficient, organized, and friendly secretarial support, managed inventory and supplies, handled phone duties and company correspondence, scheduled appointments, greeted and welcomed guests, directed guests, and maintained security and telecommunications system.
Coordinator Assistant
Christendom College
Front Royal, VA
08.2017 - 05.2018
- Assisted in events planning process, managed logistics and equipment needs, scheduled and communicated with participants, maintained contact with clients, prepared program recaps and updates, met timelines and deadlines, developed marketing materials, assisted with daily operations, prepared records on program activities and progress, and recruited program participants and volunteers.
Education
Associate's - Psychology
Baltimore City Community College
Baltimore, MD07.2024
Associate's - Communications
The Community College of Baltimore County
Baltimore County, MD12.2021
High School Diploma -
Mount De Sales Academy
Catonsville, MD05.2017
Skills
- Familiarity with sales and events marketing and coordination
- Learning of project management
- Working on computer and internet research skills
- Effective analytical decision-making skills
- Excellent time management skills
- Ability to work well under pressure while maintaining a professional attitude
- Ability to manage multiple projects simultaneously
LANGUAGES
- French
- English
- Swahili
- Telecommunication
- Negotiation
- Event Planning
- Order Picking
- Communication Skills
- Sales Support
- Sales
- Marketing
- Time management
- 10 key typing
- Management
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Attention to Detail
- Problem-solving abilities
- Calm and Professional Under Pressure
- Excellent Communication
- Active Listening
- Payroll
- Microsoft Excel
Certification
Driver's License
Willingtorelocate
Owings Mills, MD
Timeline
Retirement Client Specialist
T. Rowe Price
11.2023 - Current
CRT BACKUP
T. Rowe Price
11.2023 - 12.2023
Retail Investment Specialist
T. Rowe Price
02.2023 - Current
Front Desk Receptionist, Member Experience Assistant, Personal Assistant
Activate Body, Clipper Mill
07.2021 - 05.2022
Front Desk Receptionist
Owings Mills Eye Care
07.2019 - 10.2019
Coordinator Assistant
Christendom College
08.2017 - 05.2018
Associate's - Psychology
Baltimore City Community College
Associate's - Communications
The Community College of Baltimore County
High School Diploma -
Mount De Sales Academy