Marleen Brichoux
Imperial Beach,CA
Summary
With over two decades in the financial industry, most recently at at Atria Wealth Solutions, I excel in customer relations and problem-solving. My expertise in Unio Advisor Platform and NetX, combined with a proven track record of enhancing account transfer processes and compliance, showcases my ability to deliver results and improve client satisfaction.
Overview
6
6
years of professional experience
Work History
Account Transfers Specialists
Atria Wealth Solutions
08.2018 - Current
- Processing Account Transfers: Manage transfer of client accounts from one financial institution to another, ensure all documentation is accurate and complete.
- Client Communication: Interact with clients to provide updates on status of account transfers and address any questions or concerns they may have.
- Coordination with Financial Institutions: Work closely with other financial institutions to facilitate smooth and timely transfers.
- Data Entry and Record Keeping: Maintain accurate records of all account transfer activities and ensure data is entered correctly into system.
- Problem Resolution: Identify and resolve any issues that arise during transfer process, such as discrepancies in account information or delays.
- Compliance and Regulations: Ensure all account transfers comply with relevant regulations and company policies.
- Reporting: Generate reports on account transfer activities and provide insights to management.
Education
High School Diploma -
Mar Vista High School
Imperial BeachSkills
- 23 Years of Experience in Financial Industry including:
- Customer Relations
- Expert Problem Solving
- Documentation Management
- Quality Assurance
- Proficient in Unio Advisor Platform, NetX, Zendesk, Slack
Timeline
Account Transfers Specialists
Atria Wealth Solutions
08.2018 - Current
High School Diploma -
Mar Vista High School
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