Olivia Klugman
Charlotte,NC
Summary
Communicative investment professional offering effective communication and attention to detail to a new company. Adept at assisting customers with banking and financial needs and creating long-lasting relationships with clients.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investments Specialist
The Vanguard Group, Inc.
Charlotte, NC
06.2023 - Current
- Transact in various mutual funds, ETFs, stock, and other securities while aiding clients in learning to transact themselves.
- Communicate with a diverse range of clients to best assist them in solving problems related to their various accounts.
- Lead conversations of investment guidance to clients looking for more information on their holdings/effective ways to personally invest.
- Ensure compliance with regulatory guidelines in all aspects of investment activities.
Server/Bartender
Stone Balloon Ale House
Newark, DE
05.2021 - 05.2023
- Cultivated warm relationships with both first-time and returning customers.
- Answered customer questions and made recommendations based on my familiarity with the monthly-changing menu.
- Resolved customer complaints to maintain customer satisfaction and workplace effectiveness.
Legal Clerk
Woloshin, Lynch, & Associates
Wilmington, DE
05.2022 - 09.2022
- Compiled timelines, summaries, and other reports with a continuous supply of discovery material.
- Managed client records and cases, observing confidentiality and extreme discretion.
- Contacts clients and other parties related to several cases with pertinent information via phone, mail, and email.
Administrative Assistant
It's A Girl Thing
Montgomery, NY
01.2017 - 08.2019
- Created and maintained databases to track and record patient data for recordkeeping.
- Billed clients on a biweekly basis, utilizing several insurance and account management platforms.
- Managed the filing system for company records and completed other clerical tasks.
Education
Bachelor of Arts - Economics
University of Delaware
Newark, DE05-2023
Skills
- Client Relationship Management
- Account Management
- Problem-Solving Skills
- Investments
Certification
- Securities Industries Essentials (SIE) Exam, Series 7, Series 63
Timeline
Investments Specialist
The Vanguard Group, Inc.
06.2023 - Current
Legal Clerk
Woloshin, Lynch, & Associates
05.2022 - 09.2022
Server/Bartender
Stone Balloon Ale House
05.2021 - 05.2023
Administrative Assistant
It's A Girl Thing
01.2017 - 08.2019
Bachelor of Arts - Economics
University of Delaware
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