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As an experienced professional in the financial services industry, I thrive on delivering exceptional client experiences, driving team success, and spearheading strategic initiatives. With a background in both sales and onboarding at Vanguard, I’ve successfully led efforts to merge departments, streamline processes, and enhance performance metrics such as client availability and customer satisfaction.I’m passionate about developing people and fostering collaboration across teams. In leadership roles, I’ve coached peers and team members to elevate their performance, helping them exceed expectations while meeting the highest standards of client care. My hands-on leadership approach has helped teams improve average handle time (AHT), drive operational efficiency, and improve CSAT scores.As a first-generation college graduate and a proud Hispanic professional, I’ve been driven by my passion for financial literacy and economic empowerment. I hold a degree in economics from the University of Arizona, and I’m committed to continuous learning and personal growth.
Vanguard
View- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
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High Net Worth Client Case RepresentativeVanguard Apr 2022 - PresentValley Forge, Pa, UsAs a Support Lead I implemented effective coaching plans, conducted 1on1s, and set clear expectations to align team performance with department goals · Monitored daily team workflow to ensure adherence to SLAs, optimizing performance and minimizing potential delays at Vanguard. · Was a leader in the integration of the Sales and Onboarding departments at Vanguard, facilitating smooth transitions and actively participating in roadshows to bridge communication gaps and enhance collaboration. · Showcased excellent book of business management of my clients, while also auditing representatives to high standard and accountability with their book. · Developed and coached new representatives and contractors from different departments to get them upskilled in new positions.
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Client Services RepresentativeVanguard Apr 2021 - Apr 2022Valley Forge, Pa, UsConsistently met and exceeded all KPI metrics to provide the most efficient and proactive experience for the clients. · Became an informal leader by coaching peers, leading huddles, and projects, and upskilling myself and others in our Vanguard Management System. · Follow standardized procedures to resolve client issues while conducting research to fulfill client requests and transactions.
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TellerVantage West Credit Union Jul 2019 - Mar 2021Tucson, Arizona, UsExecute over 200 day-to-day transactions worth of $400,000 in average, adhering to bank policies and operational procedures to ensure safety and security of customer and bank assets. · Consistently provide outstanding customer service and whenever possible promote other bank services, products, and find opportunity for sales referrals. · Ensure compliance with banking policies and audit procedures; maintained and balanced cash drawers on a daily basis. · Understand work flow, opportunities for synergy and integration, and know how to organize people and activities · Work in a fast-paced, goal-oriented environment -
Office Assistant LeadUniversity Of Arizona Housing & Residential Life Aug 2018 - May 2019Tucson, Az, Us• Execute projects assigned by the Operation Manager including creating databases that compared different FiscalYears• Received and secured payments of $2000-$155,000 for Conference & Guest Services• Train 5 new employees in cash handling, overall business operations, and customer service skills -
Office AssistantUniversity Of Arizona Housing & Residential Life Apr 2016 - Jul 2018Tucson, Az, Us• Provided a wide variety of administrative and customer service support• Maintained and update internal databases and filing systems• Prepared financial documents for General Error Corrections (GEC)• Managed monthly graduate housing payments of $600-$1800
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Mentor/TutorTrio, Upward Bound Program Dec 2017 - May 2019Washington, District Of Columbia, Us• Assist with large scale events on a monthly basis, and a 4 week summer program for 60 High school Students• Facilitate workshops on topics such as Time management, goals setting, scholarship, and personal statements• Meet 1 on 1 with 10 high school students on a bi-weekly base, and tutor on core curriculum
Adrian Rico Skills
Adrian Rico Education Details
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University Of ArizonaEconomics -
Sunnyside High SchoolHigh School
Frequently Asked Questions about Adrian Rico
What company does Adrian Rico work for?
Adrian Rico works for Vanguard
What is Adrian Rico's role at the current company?
Adrian Rico's current role is Client Services Representative.
What is Adrian Rico's email address?
Adrian Rico's email address is ar****@****ona.edu
What is Adrian Rico's direct phone number?
Adrian Rico's direct phone number is +152040*****
What schools did Adrian Rico attend?
Adrian Rico attended University Of Arizona, Sunnyside High School.
What are some of Adrian Rico's interests?
Adrian Rico has interest in Sports Management.
What skills is Adrian Rico known for?
Adrian Rico has skills like Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, Research, Public Speaking, Project Management, Bilingual.
Who are Adrian Rico's colleagues?
Adrian Rico's colleagues are Gregory F., Joshua Meyer, Gabriel Pankratz, A. Elaine Rodriguez, Robin Holts, Mahogany Trenton, Hector Salcido-Torres.
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