Overview
Work History
Education
Skills
Timeline
Generic

Zena Johnston

Charlotte,NC

Overview

2
2
years of professional experience

Work History

Customer Relationship Specialist

The Hartford
09.2024 - Current
  • Assist customers through inbound phone calls
  • Enhanced customer satisfaction by addressing and resolving concerns in a timely manner.
  • Provided excellent customer service and provided answers to client questions within set standards.
  • Developed strong customer relationships through exceptional communication skills and empathy.

Financial Advisor Trainee

UBS Financial Services
01.2024 - 04.2024
  • Identified opportunities to create more holistic client experiences.
  • Promptly handled approximately 30 inbound calls and effectively serviced clients needs daily.
  • Manage all appointments and outreaches as assigned.
  • Deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations.
  • Led financial planning conversations with confidence.
  • Implemented financial planning solutions that supported client’s goals.
  • Adhered to compliance and operational procedures and requirements to protect clients.

Hostess

Hook & Barrel
09.2023 - 01.2024
  • Answered customer questions about hours, seating, and menu information.
  • Demonstrated strong multitasking skills, balancing responsibilities such as answering phone calls, greeting guests, and updating reservation logs simultaneously.
  • Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
  • Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
  • Maximized table turnover rates by monitoring dining room activity closely and anticipating when tables would become available for new parties.

Student Analyst

The Boyles Fund-CCU
08.2023 - 12.2023
  • Student-Managed Investment Fund for Coastal Carolina University's Endowment Fund.
  • The purpose of the fund is to allow students to implement their financial knowledge of various financial markets by using real money to make real investments.
  • Developed financial models that supported the team''s ability to make informed decisions.
  • Managed multiple deadlines concurrently while maintaining high-quality work output.
  • Conducted diligent research to provide valuable insights for strategic decisionmaking.

CPA Intern

Scott Leroux, CPA, PC
01.2023 - 04.2023
  • Assisted with tax preparation and data entry while ensuring accurate and complete reports using QuickBooks.
  • Supported clerical tasks such as filing, copying, scanning, etc.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Scheduled 10-15 weekly appointments to maximize capacity and maintain efficiency.
  • Kept record files organized and easily searchable.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.

Education

Bachelor of Science - Finance, Wealth Management

Coastal Carolina University (AACSB Accredited)
12.2023

Skills

  • Strong Attention to Detail
  • Analytical and Critical Thinking
  • Strong Communication & Organizational Skills
  • Adaptability & Multitasking
  • Reliable & Quick Learner
  • Proficient in Microsoft Office: Word, Excel, PowerPoint & QuickBooks Software
  • Customer-Focused & Client Relationship Building
  • Goal Oriented & Motivated To Succeed
  • High Level of Integrity
  • Call Center

Timeline

Customer Relationship Specialist

The Hartford
09.2024 - Current

Financial Advisor Trainee

UBS Financial Services
01.2024 - 04.2024

Hostess

Hook & Barrel
09.2023 - 01.2024

Student Analyst

The Boyles Fund-CCU
08.2023 - 12.2023

CPA Intern

Scott Leroux, CPA, PC
01.2023 - 04.2023

Bachelor of Science - Finance, Wealth Management

Coastal Carolina University (AACSB Accredited)

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Zena Johnston