Prepare robust financial planning recommendations and product solutionsMaintain client contact during financial planning process and answer questions as it relates to servicing their accountsAttend and participate in client meetings

Working with a diverse population of learning needs and goals

• Work closely with the Principal Advisor and Director of Business Operations to provide beneficial support with any duties as required • Responsible for various administrative tasks, performing financial market research, shadowing client consultations and quarterly reviews, and designing the firm’s initial consultation and retirement planning presentations. • Design retirement plan proposals and 401(k) allocations in accordance with our client’s risk tolerance and other suitability factors

Responsible for securely organizing, maintaining, and notarizing legal documentation needed to apply for and establish utility services for thousands of tenants across all major FirstKey Homes operating markets. Work within the Recurring Services Management Team to train incoming employees on Salesforce, Yardi Voyager, and other programs and methods essential to everyday business operations.Demonstrate effective communication over the phone, email, and Microsoft Teams. Responding to inquiries from various parties, addressing any issues regarding the setup, billing, and technical issues when establishing utility services in a timely manner.Work cross-functionally with multiple departments to develop and review processes and to resolve customer issues.

Operated point of sale terminals to input orders, split bills and calculate totals.Memorized over 50 menu items along with rotating specials in order to give customized recommendations to guests. Followed Proper food handling methods and maintained correct temperature of food products resulting in consistently high scores on health inspections, customer satisfaction, and ensuring the safety of those with allergies.

Manage and set up new customer accounts and utility credentials on the Urjanet Data Platform quickly and efficiently.Partnered with third-party vendors and international business partners to execute requests on time.Provided feedback to management concerning possible problems and areas of improvement in the enrollment process.Maintain and make corrections to existing customer files.