Experience

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  Dunhams sports

  Oct 2012 - Oct 2015

  Sales associate

  ●Exceeded company expectation of 12% of customers recruited for rewards program with over 30% which was top percentage out of 10 associates● Strengthened interpersonal communication skills shown by one on one constant conversation● Enhanced listening skills by communicating with customers to find the best product for their personal needs● Multi-tasked between works given from manager while being readily available to help any customer(s) in need

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  Northwestern mutual

  Sept 2014 - Dec 2014

  College financial representative

  ●Earned life and health insurance licenses● Voted top 10 internship● Called and met with clients to go through financial planning process● Gave clients recommendations in their best interest related to their goals● Worked in joint with senior representatives to increase productivity● Encountered real life situation dealing with clients and their finances

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  Sii investments

  Oct 2015 - Mar 2018

  ●Manage multiple email boxes for incoming paperwork● Requires knowledge of the different paperwork types (i.e. direct, clearing, and advisory)● Requires knowledge of what department gets specific paperwork and which person within that department gets the paperwork● Enter paperwork into the system in an accurate and timely manner to ensure it gets processed ●Worked with confidential financial/personal client information● Conversed with financial advisors and their assistants via phone to answer any question● Notified financial advisor about missing/unknown account information● Interacted with financial advisors to update accounts based on their request

  • Workflow Specialist

    May 2017 - Mar 2018

  • Account Maintenance

    Oct 2015 - May 2017
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  The retirement advantage, inc. (tra)

  Nov 2018 - now

  ● Process requests in a quality and efficient manner to meet weekly goals● Analyze paperwork received from a participant to ensure it is filled out correctly to be sent to the fund company. ● Communicate professionally via email and phone with clients, fund companies, and other departments to process requests● Requires excellent attention to detail to make sure forms are filled out correctly● Requires organizational skills to follow up with clients to make sure requests are processed in a timely manner Show less

  • Client Relationship Manager

    Sept 2020 - now

  • Client Relationship Associate

    Apr 2019 - Sept 2020

  • Transaction Coordinator

    Nov 2018 - Apr 2019