Nicole Green

• Developed rebalancing strategies to minimize risk exposures.
• Facilitated portfolio performance review and implemented new strategies.
• Provided strategy advice to high net worth clients.
• Monitored and updated financial plans to comply with client goals.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Responded to customer requests for products, services, and company information.

Investigated and resolved customer 50inquiries and complaints quickly.

• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Delivered prompt service to prioritize customer needs.
• Identified and resolved discrepancies and errors in customer accounts.

Provided strategy advice to high

• Responded to customer requests for products, services, and company information.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Educated clients on financial topics and best practices.
• Educated customers about billing, payment processing and support policies and procedures.
• Trained new personnel regarding company operations, policies and services.
• Responded proactively and positively to rapid change.
• Addressed customer account discrepancies and concerns.
• Placed outbound customer service or customer satisfaction calls to follow up on issues.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Developed strategic plans for day-to-day financial operations.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Developed rebalancing strategies to minimize risk exposures.

• Preparing 50 plus order to customer's satisfaction
• Managing freshness by coding and rotating merchandise, and logging temperatures daily
• Slicing, cutting, weighing, wrapping and pricing deli/bakery products
• Insure cleanliness of environment and sanitizing tools at all times
• Versatile skills utilized in both Deli and Bakery departments for overall customer satisfaction
• Kept front check out area clean and organized for efficient service.
• Exhibited high energy and professionalism when dealing with clients and staff.

• Evaluated 30-40 clients daily to participate in government funding program
• Input demographics and reason codes into data base for approval
• Collected and managed client's demographics information for screening process
• Responsible for product inventory and shipments to clients to ensure customer satisfaction upon delivery
• Initiated 20-25 outbound/ inbound calls daily to insure client inquires were handled efficiently

• Lead new hires teams of 12 with job performance in account management, quality assurance and sales collateral
• Key liaison/ global contact supervisor for escalated inquires, over 70 call per day
• Attended focus group meetings, quality assurance sessions, and monitored side-by-side to help team members improve teams overall job performance
• Made monetary adjustments to insure that accurate billing was provided based on company policy
• Consistent follow up with team on job performance resulting in high levels of customer satisfaction and optimizing financial goal for company profits

• Handled 75-80 calls per day identifying customer concerns with credit issues
• Offered products to consumer to enhance credit worthiness, and protect consumer overall credit scores
• Maintain high sale percentage over 11% in sales monthly
• Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.