Pj Cooper Email & Phone Number

Charlotte, North Carolina Area

Channel and product manager for the self-directed line of business of Merrill Edge. Responsible for ongoing management and development of Merrill Edge products and services. Primary emphasis on core trading functionality and quality of the self-directed client trading experience online and through our Client Services group. Line of business lead, partnering with our project management office, managing end-to-end delivery of initiatives to enhance the client experience and deliver new trading functionality. Ongoing management of online and associate trading systems, defect identification, resolution planning and testing. Associate training and awareness of upcoming enhancements and required regulatory changes.

Charlotte, North Carolina Area

Provided service and support for Merrill Edge clients and business partners; handled customer-facing issues regarding transition from Bank of America Investments to the Merrill Lynch platform; evaluated current client relationships and prospects for opportunities to refer client needs to the full-service Advisory Center; established online access and evaluated online issues for customers and other stakeholders; provided trading support, investor education and issue research/resolution.

Maintained and deepened banking and investment relationships with mass affluent customers; used consultative sales process to assess the customer's financial situation, determine any financial needs, develop a plan to address needs, and work with the customer to implement solutions; assisted with build-out and startup of the PSG, partnered closely with project teams in development of CRM tools, dashboard layouts, capture of necessary client information, tailoring systems to meet department needs and adjusting procedure when necessary to adapt to current functionality

Charlotte, North Carolina Area

Cultivated and maintained investment relationships with mass affluent clients; proactively identified and contacted current clients and prospects to increase assets and share of wallet; provided financial advice and service; consolidated assets; and referred customers with deposit, loan, and insurance needs to our banking partners, in an effort to guide our customers with a disciplined investing approach

Provided service and support for WSD clients, online brokerage clients and business partners; established online access and evaluated online issues for other brokerage firms that utilize First Clearing's brokerage services; provided quotes and placed unsolicited trades for stocks, bonds, options and mutual funds; trained new representatives; acted as a reference and subject matter expert for associates; took escalated situations before referring to managers

Retirement / Brokerage Specialist, serviced and maintained Wachovia IRA and Brokerage accounts for clients; informed customers of policies and possible changes; released pertinent information to outside firms; assisted customers with account information, transactions, documentation, and tax reporting; provided sales support for the Retail Sales Department.