Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond… Show more Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less

• Achieved longest SLA streak of all operations teams, 230+ days• Manage rapid resolution of client requests as a liaison between back office teams, branches and clients• Train and answer questions from new associates to ensure compliance of team and company policies• Handle time-sensitive escalation calls from upset clients, addressing issues to maximize client satisfaction• Review client documentation for errors and compliance issues to correct deficiencies with minimal client… Show more • Achieved longest SLA streak of all operations teams, 230+ days• Manage rapid resolution of client requests as a liaison between back office teams, branches and clients• Train and answer questions from new associates to ensure compliance of team and company policies• Handle time-sensitive escalation calls from upset clients, addressing issues to maximize client satisfaction• Review client documentation for errors and compliance issues to correct deficiencies with minimal client inconvenience• Communicate client, associate, and personal feedback across the organization to improve all operations teams efficiency and client experience Show less

• Provided efficient, supportive customer service to maximize client satisfaction and retention• Met with customers to receive their service complaints and issues, and then found appropriate solutions• Captured, clarified, and assessed customer financial planning needs, and provided solutions to achieve their vision and goals• Achieved high performance scores contributing to branch team meeting sales and Customer Experience Score goals

• Promoted marketing benefits of sponsorship to local businesses, resulting in six new sponsors• Managed the on-time and proper completion and filing of permit documentation to authorize group events• Planned and ran events for 7000 “Herd” alumni and student members, and the greater Boulder community• Helped promote the group, resulting in an increase of 15% in attendance at two major events and 12% in freshman membership

Worked every summer managing student workers with the department of Housing and Dining Services ensuring the prompt completion of assigned tasks