Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Spencer Brown

Marshfield

Summary

Reliable and adaptable professional with expertise in client support and technical troubleshooting. Proven ability to facilitate communication and enhance client relationships, ensuring satisfaction and trust.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Non-Reg On-Caller

Edward Jones
Marshfield
03.2023 - Current
  • Gained experience across multiple Edward Jones offices, adapting quickly to different team environments and workflows
  • Demonstrated strong proficiency with Edward Jones software, including account opening and maintenance
  • Regularly opened and serviced client accounts, ensuring accuracy and compliance
  • Applied Rebalance Tool to enhance portfolio management strategies.
  • Participated in client meetings alongside Financial Advisors to observe client relationships.
  • Processed RMDs, QCDs, rollovers, and transfer‑in requests efficiently.
  • Executed stock and bond trades based on Financial Advisor guidance.
  • Addressed client inquiries and resolved issues, fostering trust and satisfaction.

Garden Center Sponsor

Walmart
Marshfield
10.2019 - 06.2023
  • Facilitated efficient communication with customers to address service needs effectively
  • Made management-level decisions during absences, ensuring continuity of operations
  • Supported daily operations and decision-making through close collaboration with management
  • Recognized for flexibility, reliability, and leadership on the sales floor
  • Adapted to various departmental needs to enhance workflow efficiency

Education

Bachelor of Science - Financial Planning

Missouri State University
Springfield, MO
05-2026

Skills

  • Client support
  • Client relations
  • Technical troubleshooting
  • Problem-solving skills
  • Product knowledge
  • Conflict resolution

Certification

  • SIE Certification

Timeline

Non-Reg On-Caller

Edward Jones
03.2023 - Current

Garden Center Sponsor

Walmart
10.2019 - 06.2023

Bachelor of Science - Financial Planning

Missouri State University
Spencer Brown