Assistant Vice President Elite Consumer Investments Operations Support
Current▪ Coach / support office’s top 10% of field-based financial solutions advisors (FSAs) in busy banking center with product knowledge, data research and analysis, client communication, problem resolution, data technologyapplication, record tracking, and training▪ Provide interactive support services for up to 100 clients across 15 FSAs, including reviewing Merrill Select Portfolio (MESP) and general portfolios, fielding and routing client inquiries,resolving client issues with adherence to protocols, and scheduling client appointments▪ Assist Home based Financial Services Associates (FSAs) and Wealth Management Client Associates/FSAs with Merrill Edge Enterprise Account Opening (EAO) to streamline account opening on the Merrill Edge platform.▪ As of December 18, 2023, I have passed FINRA Series Exams 7 ,66, 9 and 10