Vickie Hodges
Eden,NC
Summary
Talented Registered Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.
Overview
24
24
years of professional experience
Work History
Client Associate
Wells Fargo Advisors
Danville, VA
11.2012 - Current
- Facilitated new client onboarding process and investment accounts
- Assist Financial Advisors with financial planning support for clients with diverse portfolios and individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensure all operational aspects of the office are met and in compliance
- Complete service requests daily to ensure client's needs are met
- Complete wires and other forms of asset movement per client's request
- Complete required developmental training throughout the year
- Utilize the company's technology to create reports & documents to aid in completing service requests
Service Manager
Wells Fargo Bank, N.A.
Eden , NC
10.2008 - 11.2012
- Resolved customer complaints in professional and timely manner.
- Hired, trained and supervised team of service staff members to meet business goals.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Met with customers to discuss service needs and offer available solutions.
Store Manager
Bath And Body Works, Limited Brands
Martinsville, VA
06.2000 - 10.2008
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
Education
Medical Terminology
Patrick Henry Community College
Martinsville, VA09.1993
General Studies -
Bassett High School
Bassett, VA06.1993
Cosmetologist - Cosmetology
Allen's Beauty School
Martinsville, VA06.1993
Skills
- Expense Reports
- Sales Tactics
- Complex Problem-Solving
Timeline
Client Associate
Wells Fargo Advisors
11.2012 - Current
Service Manager
Wells Fargo Bank, N.A.
10.2008 - 11.2012
Store Manager
Bath And Body Works, Limited Brands
06.2000 - 10.2008
Medical Terminology
Patrick Henry Community College
General Studies -
Bassett High School
Cosmetologist - Cosmetology
Allen's Beauty School