Manages a team of Financial Representatives who serviced a client base of more than 8,000.
Maintains accurate and compliant client files.
Performed duties that include: Client Relation Management, Financial Representative Development, Marketing
Provides prompt service and support to each manager, supervisor, and employee who had a request, question, – more... concern, or complaint.
Providing client with the level of customer service they expected from the company and me.
Placing Mutual Fund trades and calling in Stock Trades.
Opening new accounts.
Monitoring asset movement and banking. – less