Kimberly Speer Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Charlotte, North Carolina

Charlotte, North Carolina Area

• Provide dedicated operational and sales support to multiple Financial Advisors.
• Often serve as the most frequent point of contact for established high net worth clients. Resolve client inquires and determined which issues required immediate elevation to the Financial Advisor or office management.
• Prospect for new business in addition to prospecting existing clients for new product and service offerings.
• Prepared client meeting materials and ensured accurate performance data along with their asset allocations

Charlotte, North Carolina Area

- Customer Service related to answering account related questions, performing maintenance, assisting with web related questions, and trade related inquiries- Responsible for determining and analyzing ways to improve customer experience, as well as recommending necessary changes and modifications voiced by the customer- Support clients in retirement.

- Combining experience, credentials, and knowledge of a wide range of products and services to provide top quality customer service to help clients realize their goals and empowering them to make well educated decisions to achieve those goals- Successfully completing pre-contract sales requirements, and meeting monthly sales goals in a high standards.

Clemson, SC

- Budgeted a new non-profit organization on campus, proposing a plan to acquire funds from the university, developing and executing start up operations while generating an initial membership base to help towards the fight of world hunger- Organized locations and coordinated university calendars to set up stands to sell various sandwiches- Developed.

- Overseeing start-up costs, marketing programs, implementation of ideas of starting a new company- Researched local attractions and conducted marketing research to determine market demands and interests- Ability to organize and prioritize schedule appropriately to meet critical milestones in a timely manner- Worked directly with the CEO, COO, and CFO to.