Senior Investment Specialist
• Assisted approximately 20 customers daily answering questions and requests related to their investment account and products offered on the Merrill’s platform • Worked with several departments internally to provide exceptional client care and offer needs-based solutions that will support their financial plan • Discovered financial goals or opportunities while fulfilling client’s requests to grow relationships and improve satisfaction• Took ownership and completed the service needs at the point of call • Maintained up-to-date information about financial news and regulations