Ryan Rodriguez
Plano
Summary
Client service associate with expertise in client account management and communications at Fisher Investments. Proven track record in strengthening client relationships and streamlining operations for compliance and accuracy. Skilled in data analysis and interpersonal communication, consistently providing exceptional service to address diverse client needs.
Overview
5
5
years of professional experience
Work History
Client Service Associate – Certified Operations Professional
Fisher Investments
Plano
04.2024 - Current
- Processed Distributions - Wires, Checks, and Electronic Fund Transfers
- Assisted Clients with Document and Client Inquiries Over the Phone
- Maintained consistent communication with internal parties and clients to ensure smooth process flow
- Coordinated with support teams at servicing custodians to promptly resolve client needs and inquiries
- Assisted clients in fulfilling required minimum distributions, ensuring compliance and timely execution
- Served as my Team’s Tax Season Person of Contact for all Tax Related Inquiries
- Conducted Roth Conversions and Contributions
- Processed Qualified Charitable Distributions per Client Requests
- Oversaw Divorce Account Splits and Settlements
- Opened Client 401k Accounts using Plan Documents
- Initiated Transfers – Individual, Trusts, Annuities, Physical Stock Certificates, and Certificate of Deposits
- Conducted Rollover Calls with Clients and 401K Servicers
- Assisted Clients with Account Over Contributions and Gain Returns
- Constructed Account Gain/Loss Spreadsheets for Client Reference
- Established Power of Attorney on Client Accounts
- Performed Account Re-Registrations – Like and Unlike Registrations
- Performed Death Re-Registrations
- Established Bank Accounts Links and Wire Instructions onto Client Accounts
- Utilized the Salesforce Operating System to Perform Daily Duties
- Utilized the Salesforce Operating System to Perform Daily Duties
Copywriter - Remote
CJ Pony Parts
North Las Vegas
08.2021 - 03.2024
- Analyzed provided tickets and created copy that accurately described products to enhance customer understanding
- Researched competitors' web pages, URLs, meta titles, and descriptions to optimize Google search rankings
- Used Magento to create and design web pages, improving the overall user experience on the website
- Communicate with other Copywriters and Merchandisers to Provide the Most Accurate Information to the Customer
- Study the Customer Base Demographics to Tailor the Sales Copy to their Preferences
- Spoke with Customers to Garner an Understanding on What They Looked for Most in a Product and Company
- Attended Customer/Company Gatherings and Connected with Customers about their Interests and Needs
- Work with the Web Development Team to Maintain Search Engine Optimization (SEO) Standards
Education
Bachelors of Arts - English with an Emphasis on Creative Writing
CALIFORNIA STATE UNIVERSITY SAN BERNARDINO
SAN BERNARDINO, CA06-2019
Skills
- Client account management
- Client onboarding
- Relationship management
- Financial analysis
- Data analysis
- Compliance adherence
- Operational efficiency
- Interdepartmental coordination
- Microsoft Word and Excel
- Interpersonal communication
- Professional etiquette
Timeline
Client Service Associate – Certified Operations Professional
Fisher Investments
04.2024 - Current
Copywriter - Remote
CJ Pony Parts
08.2021 - 03.2024
Bachelors of Arts - English with an Emphasis on Creative Writing
CALIFORNIA STATE UNIVERSITY SAN BERNARDINO