Eric Klein

Experience

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  Morgan Stanley

  May 2005 - Aug 2005

  Financial Intern

  Compiled financial packets which provided clients with statistical portfolio updates Consulted with financial clients to ensure satisfaction and address any concerns or questions with their portfolios Communicated with clients via telephone in order to maintain current client profiles within company databaseCollaborated with the Vice President of Investments to accomplish daily functional tasks

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  Executive Financial Group

  Jan 2006 - Mar 2007

  Financial Services Professional

  Developed personalized financial strategies which included life insurance, mutual funds, and annuities in order to ensure clients' monetary stabilityEvaluated potential clients' financial position during personal consultationsEnhanced marketing tactics by recruiting prospective clients at local businesses and trade showsObtained sales by presenting financial packages to fit customers' future goals

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  Enterprise

  Apr 2007 - Jul 2014

  Received the Enterprise Service Quality Index award twice for having the highest branch customer service rating out of 80 branches in St. LouisAchieved an Enterprise Service Quality Index on average four points higher than suggested corporate average score out of 100Increased branch fleet size 20% over the last two years through consistent marketing effortsRealized an increased operating profit of $50 per car over last year’s rateEducated employees to enhance their sales techniques which led to promotionsTrained and developed employees to learn the essential function of running their own rental fleet Show less

  • CAP Team Manager

    Jan 2013 - Jul 2014

  • HOME CITY RATE MANAGER

    Jul 2011 - Dec 2012

  • Branch Manager

    Feb 2011 - Jul 2012

  • Assistant Manager

    May 2008 - Feb 2011

  • Management Trainee

    Apr 2007 - May 2008
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  Enterprise

  Aug 2015 - Oct 2020

  Reservations Manager
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  Enterprise Mobility

  Nov 2020 - now

  Relationship Manager