William T. Reading

I assisted with prospecting, researching clients, updating the Client Management System and generating referral list. I also assisted in some of the marketing.

• Facilitated new client onboarding process and investment account setup.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

• Greeted customers, responded to questions and improved engagement with merchandise.
• Resolved customer complaints by investigating problems and developing solutions.
• Located and obtained merchandise based on customer needs and desires.
• Helped organize stockroom by unloading shipments and performing inventory counts.

• Encouraged everyone to cultivate strong work ethic by demonstrating diligence, patience, and respect for others.
• Motivated athletes to become stronger, more agile, and more effective through training habits and proper technique.
• Analyzed and evaluated team performance metrics to identify areas of improvement.

• Completed on-time deliveries by choosing best and most efficient routes.
• Delivered packages to customer doorsteps and business offices.
• Maintained upbeat, positive attitude in busy, customer-focused environment.
• Completed rush deliveries on tight timetables to satisfy customer needs.