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Jami Wright is listed as Executive Office Senior Sales Practice Case Manager at Wells Fargo Advisors, based in Greater St. Louis, United States, United States. AeroLeads shows a matched LinkedIn profile for Jami Wright.
Jami Wright previously worked as Lead Escalations Specialist Sales Practice Consultant -Registered at Wells Fargo Advisors and Team Lead Case Manager at Wells Fargo Advisors. Jami Wright holds Master Of Business Administration - Mba, Business Administration And Management, General from Lindenwood University.
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Over 18 Years of Brokerage Operations and Compliance experience.Eighteen Excellence First Compliments and two-time recipient of Command Operations Employee of the Month Award.Active in new hire and conversion training and designated 2011 Conversion Hero.Received Service and Operations Premier Service Professionals Award in 2014.Awarded Team Member of the Year Recipient in 2014.Proficient in BETA functions, Smart Station and Wisdom Applications, Emerald, Hogan, Store Vision (SVP), Customer Information View (CIV), and Microsoft Office applications including but not limited to Excel and Power Point.Member of the Statement Audit team for 3 years.
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St. Louis, Missouri, US
Resolve incoming written and verbal client complaints regarding broker-dealer sales practice issues.Gather relevant information, documentation, and contacted appropriate parties.Analyze gathered facts to reach a conclusion for more complex matters.Draft appropriate Central Registration Depository, Rule 4530, and Financial Industry Regulatory Authority.
St. Louis, Missouri, US
Provided support to management in relation to day-to-day leadership functions.Assisted team members with training and handling high-risk escalations.Participated in the Supervisory review of team members and provided coaching based on the results.Trained new hires for their applicable positions and provide a clear expectation level for performance while.
St. Louis, Missouri, US
Responsible for resolution of all operational complaints received by the firm in compliance with FINRA complaint guidelines. Implemented and monitored a risk-based compliance program that assures compliance with federal, state, agency, legal and regulatory requirements.Reviewed, analyzed, and responded to Operational and Service complaints from multiple.
St. Louis, Missouri, US
Handled case escalations and provided timely and accurate resolutions for a variety of issues ranging from policy and procedure clarifications to processing discrepancies.Readily available to answer team member questions in an effort to increase team effectiveness and knowledgebase.Collaborated with team members and various departments to share information.
St. Louis, Missouri, US
Provided accurate and friendly service to WFA branches, correspondent firms, and team members.Researched and resolved inquiries related to Command/Advantage Products in a timely and accurate manner.Maintained a thorough understanding of all Command/Advantage related policies and procedures across all business channels supported by First Clearing.
St. Louis, Missouri, US
Responsible for the opening and closing of brokerage accounts.Processed general maintenance on accounts per the customer’s request including but not limited to check reordering and various other requests.
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Jami Wright works for Wells Fargo Advisors.
Jami Wright is listed as Executive Office Senior Sales Practice Case Manager at Wells Fargo Advisors.
Jami Wright is based in Greater St. Louis, United States, United States while working with Wells Fargo Advisors.
Jami Wright has worked for Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for Jami Wright at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Jami Wright holds Master Of Business Administration - Mba, Business Administration And Management, General from Lindenwood University.
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