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