Eric Rosenberg Email & Phone Number

Mesa, Arizona, United States

Mesa, Arizona, United States

Phoenix, Arizona

-Conduct training for new hires via side by sides.-Perform Quality Assurance (QA) review of new hire work.-Create and manage standard operating procedures (SOP).-Accurately process transactions such as transfers, withdrawals, and maintenance requests for advisors.-Consistently exceed company quality and production standards.-Exhibit a sense of accountability and urgency on behalf of clients by resolving complex requests in a timely manner.-Demonstrate the ability to work in a high volume situation with time constraints and to adapt within a fluid work environment.-Leverage online resources and past experience to independently meet challenges and provided viable alternative solutions as needed.- Promoted to Gold Team to work with high net worth clients.

Scottsdale, Arizona

Responsible for responding accurately to financial adviser and investor written and internet inquiries. -Obtained Series 6 and Series 63 licenses. -Consistently completed requests accurately and in accordance with Vanguard policies, procedures, and legal requirements in change of ownership situations. -Exhibited a sense of accountability and urgency on behalf of clients by resolving complex requests in a timely manner.-Demonstrated the ability to work in a high volume situation with time constraints and to adapt within a fluid work environment.-Leveraged online resources and past experience to independently meet challenges and provided viable alternative solutions as needed.

Mesa, Az

Responsible for responding accurately to financial adviser and investor phone and written inquiries. -Provided service to clients and financial advisors regarding a wide variety of product and account inquiries, redemptions, contributions and purchases. -Processed written requests for account maintenance, contributions and statement mailings related to Non-Qualified, College America and Retirement accounts. -Educated and consulted on company products, services, policies, procedures and applicable regulations and legal requirements; consistently exceeding department expectations for quality and service.

Recruited qualified candidates in accordance with a high level of screening standards. Conducted interviews, administered proficiency tests, checked professional references and background information. Evaluated skill sets and qualifications of applicants, in order to match them with suitable open positions. Analyzed salary and wage reports to determine competitive compensation. Negotiated employment contracts with new and existing clients.

Serviced clients by managing their display, recruitment and online advertising needs for an independent weekly newspaper covering Arizona government. Increased sales revenue by 15% from 2004 – 2006. Assisted with the promotion, development and maintenance of a weekly Employment section in the newspaper and online. Developed new client relationships through phone calls, emails and other networking opportunities.