- Assist in establishing and maintaining client relationships through processing requests, maintaining their accounts, and responding to their inquiries- Provide administrative and operational support to the financial advisors including but not limited to, daily asset transfers, receiving and processing mail, ACH, check requests, estate paperwork, interest schedules, and daily check deposits- Answer client service calls daily responding to general questions regarding their account and/or paperwork- Prepare and send new account packages- Copy, fax, scan, and file important client correspondence- Collaborate with all service team members

- Customer Service- Training New Employees- Quickly & Efficiently Resolving Problems- Informing Customers of Active Promotions - Taking Orders- Completing Transactions- Preparing Products such as Food & Drinks- Restocking- Cleaning

- Giant Direct: Shopping/Fulfilling Online Orders- Organizing Orders- Assisting Customers- Cross-Training: Cashier

- Helped maintain distribution center performance levels by moving finished mail to desired areas.- Completed accurate sorting of over 100 pieces of mail each day with the use of both manual and machine-assisted methods.- Kept workspaces clean by regularly picking up discarded materials, missed mail, and trash.- Sent daily emails to students who received packages ready for pick-up and aided in answering questions about the delivery system

- Assisting Individuals with Paperwork- Printing & Filing Documents- Organizing Files- Alphabetizing Pay Vouchers