David Erikson Email & Phone Number

Omaha, NE, US

• Provided service to clients through email and phone channels.
• Compile comprehensive knowledge of Advisor Portal and Communities products
• Conduct training and onboarding for strategists and subscribers on Communities platform
• Resolve issues and inquiries accurately, completely, and promptly
• Participate in monthly testing of new developments for Advisor Portal and Communities products
• Maintain and uphold established standards for capabilities and function enhancements

Boston, MA, US

• Successfully managed 30-40 complex NIGO (Not in Good Order) cases encompassing account servicing, transfers, and financial transactions.
• Handled an average of 50 daily inbound calls from clients and front-line representatives while working on the 30-40 complex case work.

Menlo Park, California, US

• Resolved 40-50 cases a day by delivering comprehensive customer support via email and phone.
• Orchestrated and directed daily team huddles, fostering communication and aligning team objectives for enhanced productivity.
• Mentored new hires, guiding their professional growth and integration into the organization.
• Contributed significantly to weekly projects aimed at optimizing Robinhood's performance, prioritizing company excellence and employee welfare.

Omaha, NE, US

• Handle 60-80 Inbound calls a day to provide white glove service to high-net-worth clients with portfolios exceeding a million dollars in assets, ensuring exceptional care and personalized attention.
• Awarded “Best of the Best’ for my service provided which goes to the top 3% of performers.

Omaha, NE, US

• Answering client inquiries in a fast paced, and innovative setting
• Provide reliable information to our clients regarding their accounts
• Introducing clients to TD Ameritrade products and services
• Delivering great client service, taking ownership and tackling complex and challenging issues to resolve the client’s needs.
• Contributing Daily to my team's goals
• Supporting and encouraging other peers on team

Minneapolis, MN, US

*Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter service requests into appropriate systems for resolution by appropriate service partners. *Serve as a key resource for customers on company or product policies and systems and troubleshoot simple usability issues raised by customers..

Omaha, NE, US

*A financial professional answering client inquiries in a fun, fast paced, and innovative contact center setting*Delivering great client service when answering inbound phone callsHandle the hard stuff – Take ownership and Tackle complex and challenging issues to resolve the client’s needs.*Introducing clients to TD Ameritrade products and services*Provide.

• Provide pastoring and support to children and teenagers.
• Offers instruction to students in line with the tenets of their faith.
• Organizes activities and weekly services to promote strong relationships with peers and with the church.
• Recruits new youth members.
• Sustains dialogue with parents of church youth group to keep them involved in their children’s life and work.
• Manages budget for youth group activities

Seattle, WA, US

*Provide excellent customer service to all guests Able to work under pressure and maintains a calm demeanor at all times *Maintain the store and anticipate the customer’s needs*Multi-tasker and able to perform many different tasks within the store during each shift.*Prepares beverages, food products, and handles cash

Manhattan Beach, California, US

Associate'S Degree, Business Administration And Management, General

Certificate, Theological And Ministerial Studies