• Identify opportunities for process improvements and implement strategies to enhance service quality and efficiency.• Ensure all client interactions and transactions comply with regulatory requirements and company policies.• Design and implement tailored college savings and retirement plans for clients.• Develop and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.• Conduct detailed tax scenario analyses to provide clients with strategic financial advice.• Utilize financial psychology principles to understand client behavior and improve client engagement.

• Maintained inventory of all office supplies and placed required purchase orders.• Provided customer services to clients over the phone and in person.• Overseeing branch operations such as assisting in hiring, arranging for repairs, and communicating with branch manager.• Enforcing policies to ensure the safety of clients, employees, and assets in accordance with federal, state, and local laws.• Assisted clients with account management, financial planning, and investment inquiries.

• Led a team of 30 employees, providing training and support to ensure high service standards.• Managed store budgets, sales targets, and financial reports.• Analyzed sales data and customer feedback to identify trends and areas for improvement.• Developed strong relationships with regular customers, understanding their preferences and providing personalized service.