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• Mentor co-workers through instruction, coaching, on-the-job experiences, and effective practice modeling

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. *Respond directly to information requests initiated by customers utilizing a variety of systems. Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding question(s).*Interact directly with customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests.

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 reliable information to our clients regarding their accounts

*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 •Instructs students on how to be future faith-filled leaders•Participates in and contributes to staff meetings on church-related matters.

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