Experience

HD Vest Financial Services

• United States
• Financial Services
• 100 - 200 Employee

• Platinum Advisor Experience Specialist III

  • Aug 2010 - Present

  • Handling incoming advisor and client phone calls to provide operational assistance, share industry and organizational best practices, troubleshoot complex situations and resolve service issues • Acting as a liaison between our internal support teams, including Operations, Wealth Management, Trading, Technology to our advisors and clients • Educating advisors and clients on processes, services and procedures • Handling incoming advisor and client phone calls to provide operational assistance, share industry and organizational best practices, troubleshoot complex situations and resolve service issues • Acting as a liaison between our internal support teams, including Operations, Wealth Management, Trading, Technology to our advisors and clients • Educating advisors and clients on processes, services and procedures



Bank of America

• United States
• Banking
• 700 & Above Employee

• Consumer Service Sales / Support Specialist II

  • Oct 2008 - Oct 2010

  • Managed the needs of high customer personal financial management through online technical support. • Improved customer service based on quality service to advantage customers. • Facilitated training of new hires and personal financial management team. • Provided support as the team leader ensuring all objectives were met. • Managed the needs of high customer personal financial management through online technical support. • Improved customer service based on quality service to advantage customers. • Facilitated training of new hires and personal financial management team. • Provided support as the team leader ensuring all objectives were met.