Cody Brown Email & Phone Number

Richlands, Nc, Us

Jacksonville, North Carolina, United States

• Maintain accurate and confidential records of client interactions, services provided, and outcomes.• Managed inventory and order fulfillment while maintaining a safe and organized warehouse environment. Ensured accurate receipt and storage of goods.• Accurately entered and verified data into systems, maintaining and updating records. Identified and corrected data entry errors to ensure data integrity.• Developed and implemented quality control procedures and conducted regular inspections to ensure compliance with standards. Resolved quality issues and maintained comprehensive documentation.

Shadowed financial advisors, financial planning associates, as well as closely interacted with other team members and departments to provide excellent client services and completing client/advisor requests and special projects.Created analysis reports highlighting business issues, potential risks, and profit opportunities; developed charts and graphs to illustrate daily, monthly, and annual financial reports.Researched market trends, prepared fact-finding reports, and used information to stimulate business and revenue growth.Acquired professional training in various financial accounting/operating systems, such as Thomson One and Ameriprise Brokage Platform.Assisted several financial advisors on all client account needs; reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.Created PowerPoint presentations in preparation for financial advisement briefings to clientele and employees.Actively participated in weekly meeting to discuss or recommend various investment strategies to best fit clients’ needs.

Deliver excellent service to clients by covering wealth management, insurance, operations, and financial management.Connected with potential clients being sensitive to their needs and true desires, as well as collaborated with the financial planning team to assist in developing tailored solutions.Professional in greeting, responding to customer queries, complaints, and requests via phone, electronic mail, and chat feature.Provided ongoing support and services to clients; advised strategies for clients in cash management, investment planning, and other areas to help clients reach financial objectives.Promptly escalated unresolved issues to subject matter experts requiring specialized resolution in accordance with company policies and guidelines, which ensured accurate and positive resolutions.Meticulously maintain the client information database with demographic changes and status on each customer and prospective clients; tracked a wide variety of call-related issues for auditing and statistical reporting purposes.Provided data to Customer Complaints Team to rectify denial disputes of customer billing inquiries; assisted team managers in developing action plans to improve the technical support specialists’ customer service call quality.Consistently maintained an exceptional 98% and above quality and performance standard score continually meeting or exceeding the company’s standard quality score average of 90% or above.Invested in the Powell Wealth customers’ success by offering additional products and/or services.Used product knowledge, built client relationships, found innovative ways to retain customers for the company.

Developed, implemented, and managed social media strategic plans.Assisted in managing the day-to-day operations of social media, created social content, and maintained paid advertising campaigns for the company on various social platforms, i.e. Facebook, Twitter, Instagram, etc.Researched current industry trends, audience preferences, as well as analyzed and translated data into insightful recommendations.Analyzed data from social media platforms to identify and address areas for improvement.Assisted in planning and executing marketing campaigns, as well as in the creation and editing of written, photo, and video content for all social media platforms on a monthly basis.Built and managed a publishing calendar across platforms; collaborated with marketing team on ad campaigns and messaging.

Greeted, verified voters were at the correct voting locating, and issued ballots to registered voters.Registered the voters, monitored the voting equipment, as well as explained how to mark the ballots or use of the voting equipment, thus adhering to governing laws and regulations; assisted new voters at polling table as necessary.Ensured proper voting protocols were followed at all times; maintained/updated tally sheets and street indexes on an hourly basis.