Alexander Ferrer Email & Phone Number

New York, Ny, Us

Manage the administrative support of sales initiatives and investor requests for over $5 BB of assets among territories in our market team's regionFacilitate escalated operational requests for investor accounts (account updates, rep changes, capital call notices, investor portal log in requests, tax documents, business processing redemption requests) Proactively found ways to utilize our CRM (Salesforce) to generate ad hoc reports for the sales team that has led to uncovering untapped markets in our regionScheduled meetings with advisors within our territory though phone and email conversations with top prospecting financial advisorsDeveloping sales experience and proactively calling and emailing advisors who have not had contact with our team to introduce them to our partnerships with their firms

New York, Ny, Us

In my role as a Registered Client Service Associate at Morgan Stanley, I successfully managed over 1000 Ultra High Net Worth household accounts, executing trades and providing investment education. I prioritized tasks based on urgency, monitored cash transfers totaling over $15 million monthly, and maintained client relationships by resolving inquiries and ensuring key client information is up to date.

New York, Ny, Us

Valley Forge, Pa, Us

In my role as a Foundational Client Services Representative at Vanguard, I effectively communicated with clients to address a range of financial product inquiries. I assisted clients with equities, options, and retirement accounts, ensuring their needs were met promptly. By utilizing customer feedback, I collaborated with internal teams to streamline processes and enhance overall efficiency, contributing to risk mitigation efforts at the firm.

San Francisco, Ca, Us

In my role as an Instacart Shopper at Instacart in New Jersey, I met with customers, resolved complaints, and delivered orders promptly, even during the COVID-19 pandemic. I consistently maintained a 95% customer satisfaction rate, showcasing my dedication to providing excellent service in challenging circumstances.

New York, Ny, Us

I worked as a Business Analytics Intern at United Church Funds in New York, where I collaborated with the CEO and CFO to enhance daily operations efficiency. Using Salesforce, I digitalized client records, boosting productivity by 25%. I also revamped the Client Services Dashboard to monitor assets, client retention, and investments on a weekly basis.

Olean, Ny, Us

In my role as Key Staff Manager & Sales Representative at Vector Marketing, I led a team to achieve a 30% increase in group sales through weekly consultations and mentoring. I generated over $8,000 in sales within the first two weeks and maintained a steady stream of 6 new clients per week, contributing to the company's success.

Bachelor Of Arts - Ba, Economics

Bachelor Of Arts - Ba, Economics