Hardworking employee with customer service, multitasking, and time management abilities.
Overview
8
8
years of professional experience
Work History
Financial Assistant
ASCENSUS
Dresher, United States
08.2022 - 01.2024
Facilitated client meetings with comprehensive investment strategy planning for individual retirement accounts in California and Illinois for SFRP department, also providing technical support for online accounts.
I then was promoted to a new department called participant service center. Expertly managed client portfolios to maximize returns and maintain risk tolerances with 401(K) retirement accounts across the country.
Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Sandwich Artist
Subway
09.2021 - 03.2024
Making sandwiches ,baking inventory, cleaning, and running store, cashier
ClickList Associate
Fry food and drug
Tucson, AZ
06.2016 - 03.2021
Promoted to Clicklist for shopping and collecting orders running the department taking orders out and collecting customers payment cards processing the customers card ,lifting 30 to 60 pounds a day, helping out other departments making displays and filling shelves.
Troubleshot technical issues related to online ordering process and resolved customer complaints quickly and effectively.
Cashier
Fry food and drug
Break down the pallets that came in the night before, fill the produce tables,sorting bad produce with good produce. Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items. Maintained a clean and safe work environment.
Demonstrated familiarity with department products to help customers in selecting items. Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.