Proven Client Service Representative at Vanguard, adept in customer support and relationship building, enhanced client satisfaction through expert resolution of conflicts and in-depth product knowledge. Excelled in a fast-paced environment, consistently surpassing performance metrics. Skilled in training personnel and ensuring confidentiality, showcasing a blend of technical proficiency and emotional intelligence.
Finra - Series 7
Finra - Series 63
Kaplan - Wealth Management Specialist (WMS)