Dylan Alves Email & Phone Number

Dallas, Tx, Us

Stamford, Connecticut

- Achieved measurable success by ascertaining client requirements and priorities and delivering highly customized product and service solutions, ultimately boosting loyalty and satisfaction. - Provided education and support to clients on getting maximum value from the EWM Global portal's - constantly evolving UI and new self service functions. - Developed and executed proactive customer retention and expansion strategies and analyzed customer experience and health metrics to identify key indicators.- Conveyed information on marketplace dynamics to the team, researched consumer trends, and recommended new products and services based on customer needs.

Stamford, Connecticut

- Compile, Deliver and present data analytics to clients- Communicate with financial services executives regarding online investments and compensation accounts - Develop prospective employee offer evaluations based on historical data and relevant information - Support and administer record keeping of executive accounts - Lead/ Support executive services team projects- Target and maintain EWMSystems content and documents displayed to executives in a timely and efficient manor- Perform audit related tasks

Greater New York City Area

Suny Oneonta

- Diagnose and resolve unique, nonrecurring problems connected with application software- Utilize operating systems to determine and identify non-obvious computer problems - Effectively manage other student schedules and job roles productively- Provides training to new Support Consultants on job tasks and responsibilities- Consistently providing excellent customer services to all ITS users ranging from faculty and students to prove quick and thorough service- Knowledgeable and experienced in Microsoft Office, Windows 7, 8, 10 and Apple OS

Albany, New York Area

- Shadowed Representatives and discussed various tactics to maximizing clients’ investments- Studied IRA, Roth IRA, SEP, and 403(b) plans in pursuit of deciding which structure would best fit a prospective client- Developed a strategic plan that new representatives can follow to become successful - Devised a profitable portfolio consisting of mutual funds, short term bonds, and various influential securities (via MarketWatch)- Closely followed trends in the market to better understand how to build different portfolios to fit the clients’ needs