• Assisted in the life cycle of the credit card approval process.• Implemented verification tactics, including documents, third party sources, and Credit Bureau reviews. • Ensured compliance with acquisitions and verification policies and procedures. • Communicated across multiple departments to ensure the customer was taken care of as efficiently as possible.

• Communicated directly with Financial Advisors to ensure proper use of all trading platforms, products and policies. • Trained and provided demos of each trading platform, client dashboard, and reporting tools to FAs.• Helped with placement of daily trades, calculations, account opening, trouble shooting, and useful resources. • Assisted with writing training documents and quick reference guides for new hires, as well as updated the SharePoint site. • Worked within a team environment to provide excellent service to all financial advisors, sales associates, and branch personnel. • Communicated across all departments, as well as direct communication with the trading desks.