Client Services Associate

• Jun 2018 - Present

-Provide financial advice and recommendations to clients via live chat that aligns with blooom's investment philosophy and fiduciary standard -Educate clients on stock market investing and coach them through times of market volatility -Support clients with account linking, general troubleshooting, and by answering any questions regarding blooom's investment approach and services -Rebalance 401(k)s and IRAs held across hundreds of institutions -Work in a fast-paced environment juggling both incoming live rebalance requests and other various client needs via live chat -Contribute to blooom's blog by writing educational personal finance articles Show less

• Jan 2018 - Jun 2018

-Provided coaching and support to low income workers seeking financial stability-Helped client achieve financial and employment goals using a strengths-based, client-led coaching model -Assisted clients in building their credit scores and savings, eliminating their debts, and investing for retirement-Provided tools, resources, and accountability to clients as they worked through an individualized action plan

• Mar 2016 - Jan 2018

-Oversaw various ministry programs that supported and gave dignity to unhoused and low-income adults, seniors, children, and families in the form of direct financial assistance with rent and utilities, food, diapers, and hygiene products-Managed and trained volunteers on various projects including cooking, stocking, delivering or packing food, painting and cleaning facilities, and organizing donations