SHAHID SYMES
Lawrenceville,GA
Summary
Positive customer support professional with a proven track record of delivering exceptional client assistance and enhancing service operations. Skilled in troubleshooting and issue resolution, fostering strong relationships that drive customer satisfaction and loyalty. Committed to teamwork and adaptability in fast-paced environments, consistently achieving results aligned with organizational goals. Recognized for outstanding communication skills, innovative problem-solving capabilities, and a steadfast customer-centric approach.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Wholesale Dealer Support Analyst
American Honda Finance Corporation
Alpharetta, GA
04.2025 - Current
- Analyze and record financial statements for credit assessment.
- Manage and index financial documents in internal systems.
- Communicate with dealers regarding credit reviews and adjustments.
- Ensure accuracy and compliance in credit line changes.
Financial Advisor
Truist Investment Services
Atlanta, GA
11.2021 - 11.2024
- Provided virtual investment advice to managed portfolio clients.
- Increased portfolio value through tailored investment strategies.
- Ensured compliance and ethical practices.
- Analyzed trends and educated clients on investment options.
Client Service Associate
Truist Investment Services
Atlanta, GA
05.2019 - 11.2021
- Supported advisors with plans, research, and trade execution.
- Managed client data in Salesforce.
- Led front-office ops during SunTrust-BB&T merger.
Registered Client Associate
Wells Fargo Advisors
Atlanta, GA
10.2013 - 11.2017
- Managed documentation and executed client transactions.
- Supported portfolio activities and compliance tasks.
Financial Services Representative
E*TRADE Financial
Alpharetta, GA
11.2011 - 10.2013
- Licensed (Series 7 & 63). Advised HNW clients.
- Executed trades up to $100K.
Education
Bachelor of Business Administration - Finance
Georgia State University
GA10.2011
Skills
- Financial Analysis
- Investment Strategy
- Portfolio Management
- Risk Assessment
- Customer service excellence
- Data entry proficiency
- Client Management
- MS Office
- Compliance
- CRM software experience
Certification
- Series 7 License
- Life, Health, Variable Annuities Licenses
- Series 63/65 Licenses
Timeline
Wholesale Dealer Support Analyst
American Honda Finance Corporation
04.2025 - Current
Financial Advisor
Truist Investment Services
11.2021 - 11.2024
Client Service Associate
Truist Investment Services
05.2019 - 11.2021
Registered Client Associate
Wells Fargo Advisors
10.2013 - 11.2017
Financial Services Representative
E*TRADE Financial
11.2011 - 10.2013
Bachelor of Business Administration - Finance
Georgia State University