
Jack Wiggins
Sales Team Lead

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About me
Associate at BlackRock
Education

North Carolina State University
2017 - 2020Bachelor of Science - BS Business Administration and Management, General 3.35
North Carolina State University
2018 - 2018Study Abroad | Sevilla BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES 4.0
Marvin Ridge High School
2013 - 2017High School Diploma
Experience

Grill Gear
Jun 2015 - Dec 2018Sales Team LeadAssemble both built-in and cart model grills. Work on sales floor to sell a multitude of furniture, grills, and grill accessories to customers. Deliver grills and grill parts to customers. Manage a team of sales associates.

Bowen Residence Hall Council
Aug 2017 - May 2018Director of Internal AffairsMaintain important records of all business of the Bowen Parliament, including accurate accounts of meeting minutes and all legislation approved by Parliament. Maintain copies of all significant documents, including the constitutions of Inter-Residence Council and Bowen Residence Hall. Maintain a running inventory of all property of the Parliament. Maintain calendars of events and share them with the Executive Board and Residence Director. Help establish task lists and keep track of when tasks needed to be completed. Ensure deadlines are met for upcoming programs and events. E-mail members in the event of absences, keep track of attendance. Show less

DICK'S Sporting Goods
Jan 2019 - Sept 2019CashierPromote company programs such as warranties, credit cards, and other seasonal promotions. Achieved highest-in-store protection program sales in less than 6 months on items such as treadmills and kayaks. Work on a one-to-one basis to meet each customer’s specific needs.

LPL Financial
May 2020 - Oct 2021Lead a team of 13+ coworkers and exist as a point of contact for all advisor and client inquiries. Receive escalated cases from the frontline and work with other back-end teams and management to reach a technical resolution to advisor and client inquiries. Handle sensitive and high-GDC advisor requests in a timely manner. Work closely with senior leadership on product suggestions, product rollouts, and product improvements for advisors and clients. Notated over 6,000 Dynamics phone call activities and over 200 Dynamics cases from advisors. Perform account maintenance (transaction inquiries, electronic document reviews, etc.). Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner. Handled over 400 managed account requests ranging from custom cash targets to suspend trading requests through Siebel and Vestmark. Consulted with Service, Move Money, and Cash Management to maintain accurate records and ensure timely and accurate delivery of money.
Senior Tech Support Representative
Jun 2021 - Oct 2021Tech Support Representative
Jun 2020 - Jun 2021Operations Specialist, Managed Account Operations
May 2020 - Jun 2020

BlackRock
Oct 2021 - nowAs assigned, support the onboarding of new intermediaries and platforms; account transitions including custodian changes, name changes, tax ID changes, account splits / consolidations, etc.; and contract reviews.Communicate with custodians, intermediaries, consultants, and brokers to resolve issues and respond to various requests in a timely and professional manner.Act as a liaison between the client operations team and various Aperio functions including business development, trading, portfolio management, operations, billing, performance reporting, and process engineering. Show less
Associate, Client Experience for Custom Model Solutions
Jun 2024 - nowAssociate, Aperio Client Operations
Jan 2023 - May 2024Analyst, Aperio Client Operations
Oct 2021 - Dec 2022
Licenses & Certifications
- View certificate

Bachelor of Science in Business Administration
North Carolina State UniversityMay 2020 - View certificate

Securities Industry Essentials (SIE)
FINRAFeb 2020 - View certificate

Series 66 - Uniform Combined State Law Exam
FINRAOct 2021 - View certificate

Series 7 – General Securities Representative
FINRAJul 2021
Honors & Awards
- Awarded to Jack WigginsDean's List - Dec 2019
- Awarded to Jack WigginsDean's List - Dec 2018
- Awarded to Jack WigginsDean's List - May 2018
- Awarded to Jack WigginsDean's List - Dec 2017
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