● Responsible for managing the Financial Advisors day by creating meetings agendas forthe day as well as preparing and sitting in meetings with the Financial Advisors andclients● Processed trades requested by the Financial Advisors for the desired clients and keptClient portfolio intake, and updated according to the Financial Advisor’s wishes● Worked in dozens of different Edward Jones branches in the Metro St. Louis area● Handled branch to home office communications and… Show more ● Responsible for managing the Financial Advisors day by creating meetings agendas forthe day as well as preparing and sitting in meetings with the Financial Advisors andclients● Processed trades requested by the Financial Advisors for the desired clients and keptClient portfolio intake, and updated according to the Financial Advisor’s wishes● Worked in dozens of different Edward Jones branches in the Metro St. Louis area● Handled branch to home office communications and issues in all branches supported● Responsible for keeping relations across for the branch and client’s best financial wishes Show less

● Responsible for managing client’s accounts and files● Participated in new acquisitions and expansion of client base● Held and attended meetings and handled client interaction within the branch office● Participated in creating events for clients in the branch

● Managed and worked with a team of up to 8 associates daily● Oversaw Black Friday e-commerce operations and overnight e-commerce division● Worked one-on-one with customers to fix system issues that occurred● Created events to help increase customer engagement with the online grocery department