Samuel Hamilton (Kobi)
Brookline,MA
Summary
Dedicated and results-driven financial services professional with extensive experience as a subject matter expert in account opening and business transition management within a reputable broker/dealer environment. Adept at facilitating the establishment of diverse investment accounts and ensuring seamless transitions for advisors, leveraging comprehensive knowledge of regulatory compliance and operational best practices. Known for my strategic approach to problem-solving, I excel in troubleshooting complex account issues, conducting internal audits, and spearheading process improvement initiatives to enhance efficiency and maintain high-quality standards. Committed to delivering exceptional customer service, I consistently exceed expectations by resolving challenges promptly and fostering strong client relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior New Accounts Specialization Associate
Commonwealth Financial Network
08.2020 - Current
- As a seasoned subject matter expert specializing in opening new accounts and facilitating business transitions for advisors within a prominent broker/dealer, I played a pivotal role in streamlining operations and optimizing client service delivery.
- I was entrusted with troubleshooting and resolving intricate account-related issues, conducting thorough internal audits, and driving strategic process improvement initiatives aimed at enhancing operational efficiency while upholding stringent quality standards.
- Throughout my tenure, I demonstrated an unwavering commitment to elevating customer satisfaction by adeptly resolving complex challenges and consistently delivering exceptional service experiences.
Communications Intern
The Copley Group
05.2019 - 08.2019
- Participated in brainstorming sessions for campaign ideation, contributing innovative ideas that aligned with business objectives.
- Managed social media accounts to drive growth and enhance brand reputation.
- Edited written materials for consistency, clarity, grammar, and punctuation while adhering to company style guidelines.
Education
Bachelor of Science - Communications
University of Massachusetts Amherst
Amherst, MASkills
- Problem Solving and Troubleshooting
- Internal Audit and Compliance
- Process Improvement
- Customer Service Excellence
- Data Analysis
- Goal-driven
- Effective Communicator
- Precision-focused
- Collaboration and Teamwork
- MS Office
Certification
- Series 7: General Securities Representative (April 18th, 2024)
Timeline
Senior New Accounts Specialization Associate
Commonwealth Financial Network
08.2020 - Current
Communications Intern
The Copley Group
05.2019 - 08.2019
Bachelor of Science - Communications
University of Massachusetts Amherst
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