Provided customer service regularly by assisting clients with financial related questions and needsAssisted with sales through meeting with prospective clients and helping them understand our approach at comprehensive financial planningManaged online marketing campaigns through drafting emails to existing clients and targeting potential customers though various media outletsResponsible for all life insurance cases including processing applications, generating illustrations, getting quotes from various insurers, etc.Responsible for customer billing which involves a complex monthly fee schedule based off of assets under management across 500+ accountsExperienced in developing relationships with large brokerage firms to gain access to different account types only offered through certain outletsConstantly researched new investment opportunities through public information listed online and reading due diligence reportsAssisted with constructing portfolios and monitor existing strategies

Managed a team of 50 employees that helped cater to over 350 customers on a daily basisResponsible for inventory and purchasing amounting to over $180,000 during a three month periodFollowed strict budgeting requirements to help reduce costsRequired great time management skills to have all entrees ready simultaneouslyProvided excellent customer service when necessaryAwarded "Hardest Worker" three consecutive years

Managed register and cash drawers on a daily basis while providing employees their tips and other bonusesCreated and maintained all social media sites on a regular basisDemonstrated strong organizational through keeping record of purchases and other necessary expensesProvided customer service to over 1000 guests daily in a fast-paced environment