Occupation:Brokerage Clerk |
Location:Saint Petersburg, FL |
Education Level:Associate |
Will Relocate:YES |
Description
Accomplished Financial Services Professional with 11 years of servicing financial accounts and providing a high level of customer support in wealth management. Engaging and personable with the ability to promote a "client first" mentality and dedicated to contributing to team-based environments. Effective at responding to challenging customer interactions with a calm and professional manner. Pursuing a new role where hard work and dedication will be highly valued.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Raymond James & Associates | Senior Client Service Associate | 4/2015 - 11/2018 |
| Ameriprise Financial Services, Inc. | Client Service Coordinator | 1/2014 - 3/2015 |
| Merrill Lynch | Senior Client Associate | 6/2008 - 1/2014 |
| Mid Atlantic Finance | Executive Administrative Assistant | 1/2006 - 6/2008 |
Accomplishments
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