William Prophet
Rosenberg,USA
Summary
Dynamic Client Service Associate at Beyond Balanced Financial Planning with proven expertise in CRM software and exceptional communication skills. Enhanced reporting processes through accurate data entry and optimized workflow efficiency by effectively scheduling appointments. Recognized for delivering outstanding customer service and fostering strong client relationships.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Service Associate
Beyond Balanced Financial Planning
Midland, TX
09.2024 - Current
- Accurately entered confidential client financial data for enhanced planning and reporting.
- Scheduled customer appointments with financial planners.
- Responded promptly to initial client inquiries.
- Utilized Wealthbox CRM software to manage client interactions and streamline operations.
Furniture Store Team Manager
The Shabby Parlor
Rosenberg, TX
05.2023 - Current
- Supervised team to enhance productivity and workflow efficiency.
- Delegated tasks effectively to optimize workforce allocation.
- Provided exceptional customer service to resolve inquiries and ensure satisfaction.
Education
Business Administration -
Wharton County Junior College
Richmond, TX05-2026
High school diploma -
Texas Virtual Academy of Hallsville
Remote05.2024
Skills
- Proficient with Customer Relationship Management (CRM) Software
- Telephone etiquette
- Time and logistics management
- Warehouse and store operations
- Mathematical skills
- Shipping and receiving
- Customer service excellence
- Learning technology integration
- Microsoft Office Suite
- Communication skills and public speaking abilities
- Loading and unloading operations
- Warehouse management expertise
- Negotiation skills
- Data entry
- Inventory control
- Attention to detail
- Leadership capabilities
- Technical writing skills
Certification
- The Externship 2025, 08/01/25
This certificate is an externship class for Financial Planning it counts to 500 hours of experience.
This is applicable to
1. 500 hours to the Certified Financial Planning (CFP) Board
2. 180 hours to the Association for Financial Counseling & Planning Education
(AFCPE)
- Entrepreneur and Small Business Certification. (TVAH)
- CPR Certification, 05/02/26
- Clean Driver's License
- References available upon request
Timeline
Client Service Associate
Beyond Balanced Financial Planning
09.2024 - Current
Furniture Store Team Manager
The Shabby Parlor
05.2023 - Current
Business Administration -
Wharton County Junior College
High school diploma -
Texas Virtual Academy of Hallsville