Clyde White Email & Phone Number

United States

Richmond, Virginia, United States

Richmond, Virginia, United States

• Supervised associates by assigning duties, communicating goals, setting expectations & follow up and feedback by monitoring performance.• Maintained product positioning and presentation located throughout the business and shelving areas.• Maintained financial goals by managing Customer Inventory Flow Process and SWAS planning. • Monitored sales forecast on a daily basis, meeting goals by ensuring in stock availability.• Received, Stocked, and organized merchandise throughout the business. • Set up displays, maintained modular integrity, to ensure correct product pricing to reduce, & control shrink and theft

Richmond, Virginia, United States

• Supported the opening and maintenance of Trust, Estate, IRA and Brokerage Accounts.• Consulted and advised Brokers and Financial Advisors of business rules surrounding specific account types to ensure timely set up and maintenance of client accounts. • Researched and analyzed account data through the use of BETA and external systems to resolve complex account issues submitted via processing queue, email, fax and phone. • Analyzed and audited accounts to ensure required regulatory documentation.