•Accurately perform job duties as leadership provides while adhering to departmental procedures and guidelines. • Proficiently process, create, and enter data into systems utilized by our Financial Advisors and branch staff. • Identify potential problems or issues and escalate to department leadership if necessary. • Develop effective communication skills within the department. • Demonstrate the ability to work collaboratively within a team. • Conduct support phone… Show more •Accurately perform job duties as leadership provides while adhering to departmental procedures and guidelines. • Proficiently process, create, and enter data into systems utilized by our Financial Advisors and branch staff. • Identify potential problems or issues and escalate to department leadership if necessary. • Develop effective communication skills within the department. • Demonstrate the ability to work collaboratively within a team. • Conduct support phone calls with field branches. • Interact via email with users of performance reporting systems. • Conduct project work to enhance reporting system capabilities. Show less

•Handle household and account updates through the ticket queue system. • Proficiently process and convert Brokerage accounts to Advisory to be utilized by Financial Advisors. • Develop effective communication skills within the department. • Interact via email with users of the ticketing queue about potential account issues.

Handle various types of transactions through the ticket queue system. ​Demonstrate the ability to work collaboratively within a team. ​Accurately perform job duties provided by leadership while adhering to rules and regulations.​

Provide sound advice at every customer interaction to create a positive customer experience. Ensure customer problems are handled appropriately, escalating issues when necessary. Education downtimes consisted of licensure studying and testing.

Identify and manage reporting schedules through Strategic Process Management.Use cross-functional business collaboration and process improvement.