Dedicated professional with expertise in client engagement and asset consolidation. Proven ability to facilitate complex account setups while ensuring regulatory compliance.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Onboarding Advanced Representative
Vanguard
Malvern
03.2025 - Current
Established complex account types, including estates, organizations, and trusts.
Assisted high net worth clients in consolidating assets at Vanguard.
Collaborated with financial advisors to integrate existing and new client assets at Vanguard.
Acted as single point of contact for affluent clients during asset transfers and complex account openings
Monitored a book of business to communicate updates on client requests actively.
Onboarding/COO Specialist
Vanguard
Malvern
09.2021 - 03.2025
Facilitate asset transfers and direct rollovers of diverse securities and investment vehicles from external institutions
Facilitated discussions with new and existing clients to open accounts.
Trained in Change of Ownership topics to facilitate inheritances, internal transfers, and gifts.
Facilitate onboarding services coaching, empowering crew members in proper call structure and related areas.
Created START tool enabling quick access to solutions for onboarding representatives at Vanguard.
Served as digital ambassador for SSO, promoting Vanguard's goals for reducing paper usage.
Call Center Agent/Training Supervisor/Onboarding Coordinator at Fortuna Business Management ConsultingCall Center Agent/Training Supervisor/Onboarding Coordinator at Fortuna Business Management Consulting