Financial Planning and Analysis

• Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.
• After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up.
• Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work.
• Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes.
• Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally.
• On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests.
• Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
• Coordinate and participate in special projects as assigned. Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes.

Financial Services Operations Representative

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Offer Development Strategist, Financial Planning & Coaching

Individual Financial Consultant, Multi-lingual (Spanish)

Financial Consultant, Multi-lingual – Spanish

Senior Fixed Income Trader – Investment Grade Corporates