Parvanah Saladino

Guide students through hot yoga classes while tending to their proper form and emotional well being.

Manage the Karma cleaning staff.

Tend to the studios operational and maintenance needs

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Established and deepened existing client relationships through complex financial planning.
• Drafted comprehensive financial plan to offer recommendations and supporting data.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Maintained and managed customer files and databases.
• Communicated with clients regarding account services, statements, and balances.
• Trained and supervised junior customer service representatives on best practices to meet organization goals.
• Collaborated with other departments to develop ways to increase customer satisfaction.
• Developed and implemented customer service policies and procedures to apply best practices and establish quality standards.

• Hired, trained and managed all administrative staff , including employee development, issuing disciplinary action and conducting performance reviews
• Networked with clearing firms to manage efficient operations and client service
• Client Service Specialist - Worked directly with clients to service their financial needs, including cash flow, retirement planning and quarterly reviews
• Reporting - Worked with Sr Staff to make sure reporting was accurate. Part of problem solving team when platforms were improved or changed
• Investigated and resolved customer complaints

• Improved quality processes for increased efficiency and effectiveness
• Client service specialist - Maintained client relations
• Converted Assets to successful fee based platform
• Operational support
• Trading support
• Firm Event and Party Planner

• Assisted customers with prompt and polite support in-person and via telephone
• Processed New Account Client Documentation
• Networked with internal office staff to meet client needs
• Input Cost Basis
• Maintained Paperwork for compliance needs

• Wire Operator
• New Account Clerk
• Cashier
• Branch Manager Assistant
• Front Desk Operator
• Sales Assistant