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.
- 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.
- 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