Rashanta Horton
Philadelphia,PA
Summary
Highly analytical and client-focused professional with a strong track record of success in financial services and retail management. Proven ability to accurately process complex transactions, resolve account issues, and deliver exceptional customer service. Excellent communication and management skills, with proficiency in Microsoft Office. Achievements include ensuring compliance with SEC guidelines and driving sales and revenue through impactful visual displays. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
Work History
Investment Services Representative
Vanguard
02.2025 - Current
- Provide accurate, timely information to clients via inbound phone calls.
- Coordinates funds transfers between different types of accounts and at outside institutions.
- Collaborates with team members to improve processes and enhance customer satisfaction.
- Assist clients with inquiries, concerns, and requests about products and services.
- Document incoming calls, outgoing calls, and special actions in detail in CRM software.
- Assist clients in placing individual stocks, mutual funds, and exchange-traded fund transactions.
- Assess clients' financial objectives, risk tolerance, and investment preferences.
- Maintain curr
- Upskill current team members and new hires through call coaching.
- Generate leads for advice and wealth management.
- Continuously updated knowledge of current market trends and developments, applying insights to optimize client portfolios accordingly.
CLIENT RELATIONSHIP ASSOCIATE/ ES
Vanguard
11.2023 - 02.2025
- Operates as the main point of communication for clients.
- Responds to requests for investment, fund, and account information
- Resolves general account issues
- Follows standardized processes to complete monetary and administrative transactions
- Documents and reports client feedback for process improvement efforts
- Uses consultative approach to position products and services to clients
- Develops basic knowledge of the company's funds, products, and services, and of the overall Financial Services industry
- Participates in special projects and performs other duties as assigned
FINANCIAL PROCESSOR
Vanguard
10.2022 - 10.2023
- Processed client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal and external regulation (Ex: checks, withdrawals, changes to accounts)
- Partners with associate in working through complex processing issues to ensure timely completion
- Developed a working knowledge of processing systems, group policies and procedures
- Communicated with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork
- Understood and complied with the Securities and Exchange Commission (SEC) guidelines, and internal policies regarding client contact
- Maintained department standards for quality and productivity
- Met with Manager to discuss performance, business trends and issues impacting the processing team
- Participated in special projects and performed other duties as assigned
ASSISTANT STORE MANAGER
Steve Madden
09.2021 - 01.2022
- Designed and implemented impactful visual displays to drive sales and revenue while adhering to corporate guidelines and standards and ensuring a meaningful and positive brand experience
- Ensured that each customer received outstanding customer service by providing a customer-friendly environment, including greeting, and acknowledging every customer
- Ensured tasks were appropriately executed by monitoring performance and prioritizing while working within project timelines
- Balanced cash registers at the end of the day, properly calculated the deposit and prepared it for the bank to receive
- Created recruitment plans, interviews schedules, selection, training, and evaluation of store personnel
- Maintained awareness of the product knowledge information, merchandise promotions and advertisements
ASSISTANT STORE MANAGER
GAP Outlet
09.2015 - 09.2021
- Used a delivery estimate report to plan new flow/replenishment, coordinated merchandise placement with the stock team and tracked performance data to drive productivity and efficiency
- Recruited, trained, and supervised sales associates in merchandise presentations, planogram creations, and inventory management for smooth and efficient store operations
- Audited registers and store safes before opening and closing to verify the total was correct, created reports of any shortages and overages
- Assessed reports provided by the HR team, team leaders and operations manager to determine employee performance and training needs
- Promoted community involvement by volunteering or donating to local schools, neighborhood associations and nonprofit organizations
- Attained top-performing employees by assisting with hiring, recruiting, and onboarding all employees
Education
BACHELOR OF SCIENCE - INFORMATION TECHNOLOGY BUSINESS
Peirce College
Philadelphia, PASkills
- Analytical skills
- Problem-solving
- Troubleshooting
- Communication skills
- Writing skills
- Training skills
- Management skills
- Computer proficiency
- Microsoft Office
Timeline
Investment Services Representative
Vanguard
02.2025 - Current
CLIENT RELATIONSHIP ASSOCIATE/ ES
Vanguard
11.2023 - 02.2025
FINANCIAL PROCESSOR
Vanguard
10.2022 - 10.2023
ASSISTANT STORE MANAGER
Steve Madden
09.2021 - 01.2022
ASSISTANT STORE MANAGER
GAP Outlet
09.2015 - 09.2021
BACHELOR OF SCIENCE - INFORMATION TECHNOLOGY BUSINESS
Peirce College
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