Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Partner with clients via inbound phone calls to assist them with a wide range of
financial inquiries, from account maintenance to identifying and resolving issues.
Assist clients with mutual fund and stock trading. Collaborate with internal
departments through various strategic initiatives to continuously improve the client
experience.
FINRA Licenses Series 7 and 63.