Bryce Weaver Email & Phone Number

Tampa, Fl, Us

Tampa, Fl, Us

• Assist with seamless asset transfers for advisors, attorneys, and clients in the event of death, ensuring compliance with legal requirements across multiple jurisdictions while demonstrating a meticulous approach to detail and adherence to state-specific regulations.• Perform trust account maintenance, including amendments and trustee changes, showcasing a strong understanding of legal documentation processes.• Provide expert guidance on account transitions, including transferring non-retirement accounts into and out of Franklin Templeton, fostering client trust and satisfaction.• Utilize multiple programs to extract critical client information and calculate date-of-death values, contributing to accurate and efficient client service delivery.• Collaborate with cross-functional teams to resolve escalated issues, employing effective communication and problem-solving skills resulting in prompt and satisfactory resolutions.• Mentor new hires, sharing knowledge of products, policies, and procedures, coaching on de-escalation and client satisfaction, and providing ongoing support to facilitate their integration into the organization.

• Specialized in managing various account types, including 529, Trusts, SIMPLE IRAs, SEP IRAs, Roth IRAs, and Traditional IRAs. Provided comprehensive guidance on account maintenance and transfer processes.• Responded to a diverse range of customer inquiries, averaging 35 per day, with a focus on delivering tailored solutions and exceptional service to meet client needs.• Demonstrated expertise in mutual funds, college savings accounts, and regulatory requirements, ensuring accurate and compliant responses to client queries.• Identified and addressed potential instances of fraudulent activity, safeguarding client assets and upholding regulatory standards.• Informed clients and financial advisors on tax implications and reviewed financial statements to enhance their understanding of investment products and strategies.• Processed transactions, including exchanges, redemptions, and purchases, with a high degree of accuracy and efficiency, contributing to operational excellence.

• Specialized in managing various account types, including 529, Trusts, SIMPLE IRAs, SEP IRAs, Roth IRAs, and Traditional IRAs. Provided comprehensive guidance on account maintenance and transfer processes.• Responded to a diverse range of customer inquiries, averaging 35 per day, with a focus on delivering tailored solutions and exceptional service to meet client needs.• Demonstrated expertise in mutual funds, college savings accounts, and regulatory requirements, ensuring accurate and compliant responses to client queries.• Identified and addressed potential instances of fraudulent activity, safeguarding client assets and upholding regulatory standards.• Informed clients and financial advisors on tax implications and reviewed financial statements to enhance their understanding of investment products and strategies.• Processed transactions, including exchanges, redemptions, and purchases, with a high degree of accuracy and efficiency, contributing to operational excellence.

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

• Act as a liaison between the kitchen and front of house to improve service deliver and the overall customer experience, enhancing the quality and reputation of CRG. • Maintain a smooth workflow between kitchen and guests in a fast-paced environment.• Ensure orders for each table are prepared timely, at the same time, and delivered as requested.• Deliver drink and dinner orders to guests and take and fulfil special requests when the server isn’t available.• Take orders and prepare custom-made drinks and appetizers table side, including prepping the cart with supplies, refilling as necessary, providing excellent customer service, and tracking orders to be included on the final bill.• Prepare the restaurant for lunch and/or dinner, ensuring all supplies are available throughout the day; clear and reset tables for a quick turnover

Bachelor Of Science - Bs, Finance, General

Education record