David Erikson Email and Phone Number
David Erikson work email
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David Erikson personal email
Dedicated financial service representative with a proven track record of delivering exceptional customer support since 2017. Skilled in handling various aspects of the financial industry, I have been committed to providing comprehensive assistance to clients, ensuring their financial needs are met with utmost professionalism and efficiency.Prior to venturing into the financial industry, I had the privilege of serving as a youth pastor within the church community. This enriching experience allowed me to cultivate my interpersonal skills, empowering me to connect with individuals from diverse backgrounds and guide them towards personal growth and transformation. I am deeply passionate about creating positive moments and making a difference in the world around me through genuine human interactions.With a strong foundation in customer support and my series 7 and 63 qualifications, I am well-equipped to navigate the complexities of the financial landscape. Leveraging my expertise, I strive to foster meaningful relationships by understanding my clients' unique circumstances.
Orion
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Communities Support SpecialistOrion Apr 2023 - PresentOmaha, 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
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Service Solutions SpecialistFidelity Investments Apr 2022 - Mar 2023Boston, 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. -
Customer Experience RepresentativeRobinhood Jul 2021 - Mar 2022Menlo 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. -
Specialist, Private Client ServicesTd Ameritrade Sep 2020 - Jun 2021Omaha, 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. -
Financial Services RepresentativeTd Ameritrade Dec 2019 - Sep 2020Omaha, 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
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Financial Client Support SpecialistAmeriprise Financial Services, Inc. May 2018 - Nov 2019Minneapolis, 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. -
Financial Services RepresentativeTd Ameritrade Jul 2017 - Oct 2017Omaha, 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
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Youth PastorBay Valley Christian Church Nov 2016 - Apr 2017*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. -
BaristaStarbucks Aug 2014 - Apr 2017Seattle, 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 -
Retail ManagerSoccer One Dec 2015 - Dec 2016
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Assistant ManagerSkechers Feb 2014 - Jun 2015Manhattan Beach, California, Us
David Erikson Skills
David Erikson Education Details
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Metropolitan Community CollegeGeneral -
Southeastern UniversityTheological And Ministerial Studies
Frequently Asked Questions about David Erikson
What company does David Erikson work for?
David Erikson works for Orion
What is David Erikson's role at the current company?
David Erikson's current role is Experienced Financial Industry Professional | Series 7 & 63 | Passionate about Making a Positive Impact.
What is David Erikson's email address?
David Erikson's email address is da****@****fmr.com
What schools did David Erikson attend?
David Erikson attended Metropolitan Community College, Southeastern University.
What skills is David Erikson known for?
David Erikson has skills like Leadership, Team Building, Social Media, Public Speaking, Youth Ministry, Retail, Windows, Sales, Microsoft Products, Microsoft Powerpoint, Event Planning, Customer Satisfaction.
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