- Communicated with customers using email, chat and phone channels- Front-line for customer service within the Core Brokerage team answering inquiries regarding self directed brokerage accounts- Cross trained in Advanced Brokerage accounts and also assisted customers who traded on margin and held options contracts - Supported other departments such as Funding, Safety and Privacy, and Account Onboarding- Continuously adapted in a changing environment as the start-up company continued to expand/grow

- Answered inquiries regarding stock options grants(both NQ options and ISOs), restricted stock units (RSUs), shares, cash balances, asset transfers, etc. on participants’ Employer Sponsored Plan(s)- Assisted participants in navigating through their stock option and/or employee stock purchase plan- Communicated resolutions to participants in a fast-paced environment- Obtained the opportunity to help train/mentor new hires

NAU Student Accounts helps students by providing financial tools while attending the university.- Helped guide students with their finances- Resolved student cases- Posted department and corporate transactions, posted student payments- Reviewed student holds- Responded to email and phone inquiries- Issued refunds and generated reimbursement requests- Upheld FERPA and account confidentiality

NAU Desk Assistants manage the front desk at a residence hall or resident hall districts. - Welcomed residents and their guests- Checked out supplies for students- Maintained the residence hall's inventory- Assured hall's rules and inventory were upheld- Answered front desk's telephone and in-person inquiries