Yuly Mero
Charlotte,NC
Summary
Experienced and enthusiastic Consultant with a track record of success in finance. Possesses exceptional interpersonal, problem-solving, and analytical skills and provides excellent relationship management to our clients, improving business performance. Experienced in all aspects of operations and strategies within the industry.
Overview
9
9
years of professional experience
1
1
Certification
Work History
ADMIN SOLUTION CONSULTANT-STRATEGIC WEALTH SERVICES
LPL FINANCIAL
09.2019 - Current
- Provide ongoing administrative support to advisors, office staff, and clientele
- Manage account maintenance, such as account opening, account transfers, conversions, update cost basis, move money via ACH, checks, Journals, RMDS, wires, and Write-offs
- Update client's personal information utilizing various CRM systems
- Run and facilitate advisors with accurate, timely reports with financial insight
- Act as a liaison between the advisor and other departments, internally and externally, to resolve complex situations accurately and timely
- Promote e-signature to reduce NIGO while maintaining a good client relationship
- Organize CRM information to segment the book of business
- Contact clients to schedule annual reviews and other meetings as necessary
- Maintain utmost discretion regarding sensitive topics and the client's sensitive personal information
- Coordinate with advisors and investors to facilitate incoming and outgoing transfers
- Monitor and track the progress and status of each transaction and transition case using various tools and systems
- Resolve issues and provide updates to ensure a smooth and efficient transition experience for new LPL advisors and their clients
- Execute various assignments advisors provide to ensure they comply with LPL policies and industry regulations
- Collaborate with the manager and other team members on various projects
CLIENT SERVICE SPECIALIST
VANGUARD GROUP
12.2018 - 09.2019
- Resolve account issues and requests for high-net-worth clients
- Use superior CRM skills to resolve client needs, especially in service
- Manage and facilitate appointments by efficiently utilizing the CRM system
- Act as a liaison between flagship and other departments to exceed client expectations
- Demonstrate proficiency and understanding of Vanguard investment methodology
- Abide by policies and procedures on client confidentiality
RETAIL PERSONAL INVESTOR
VANGUARD GROUP
01.2018 - 12.2018
- Build positive and productive relationships with clients by understanding their business needs
- Ensure client's requests are handled timely and accurately with professionalism
- Guide and educate clients on company products and services, such as Mutual funds, ETFs, and various investment accounts
- Identify NIGO in various investment requests while providing accurate information to process investment requests
- Execute transaction buy, sell, and exchange on brokerage and mutual funds accounts
- Collaborate with the internal team to address clients' concerns and financial needs
HUMAN RESOURCES AND TRAINER CORDINATOR
COMFORT KEEPERS IN HOME HEALTH
04.2016 - 12.2017
- Coordinate the recruitment and selection process to align with the overall business strategies
- Conduct onboard training, performance management, and caregiver's satisfaction
- Implement training assessment and evaluation methods to measure individual success and program effectiveness and continuously improve resources
- Worked directly with the scheduler manager to design continuous education training based on caregiver's schedules
- Develop a retention plan to reduce costs for the organization
- Routinely meet the on-boarding goal of 15 new hires quarterly by screening 100 candidates and conducting 20 -30 interviews
- Coordinate and document drug tests and ensure completion and audits of accurate I-9 forms
Education
Bachelor of Science - Healthcare Management
WINSTON-SALEM STATE UNIVERSITY
WINSTON SALEM, NC05.2019
Skills
- Customer Relationship Management
- Attention to Detail
- Problem-Solving
- Client Relationships
- MS Office
- Issue Resolution
- Multitasking Abilities
- Excellent Communication
- Teamwork and Collaboration
- Relationship Building
- Time Management
- Active Listening
- Multitasking
- Team building
- Written Communication
- Organizational Skills
- Task Prioritization
Additionalnote
In addition to my role, I volunteer as a mentor to provide guidance, feedback, and support to my mentees. In addition, I help the mentees with setting goals, developing contacts, and identifying resources to help with their career growth.
Certification
Series 7, and Series 63
Timeline
ADMIN SOLUTION CONSULTANT-STRATEGIC WEALTH SERVICES
LPL FINANCIAL
09.2019 - Current
CLIENT SERVICE SPECIALIST
VANGUARD GROUP
12.2018 - 09.2019
RETAIL PERSONAL INVESTOR
VANGUARD GROUP
01.2018 - 12.2018
HUMAN RESOURCES AND TRAINER CORDINATOR
COMFORT KEEPERS IN HOME HEALTH
04.2016 - 12.2017
Bachelor of Science - Healthcare Management
WINSTON-SALEM STATE UNIVERSITY
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