-Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations-Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals-Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients-Acts as an onsite dedicated service expert on a wide range of client issues-Researches and resolves client issues in cooperation with back office partners-Adheres to all compliance/risk procedures and follows corporate and industry protocols-Assist Branch Manager in performing daily key compliance and oversight activities for the branch-Participate in projects to improve processes and enhance the client experience-Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm-Research and resolution of complex client inquiries via phone, cases, and chat

-Preformed social media campaigns for health and wellness startups through developing content using photoshop, canva, and other marketing platforms-Communicated professionally with health and wellness professionals to create the Kidshape brand -Scouted by “LA Parent” through social media platforms to publish a Kidshape article; which furthered brand recognition-Created and maintained a social media presence through Facebook, Instagram, and Tik Tok to build brands image

-Communicated effectively with customers and fellow employees to maintain a professional work environment -Demonstrated organizational skills by developing shelve stalking system; management of the transaction-Maintained a large in-store and online inventory through a computerized inventory system, which furthered my dexterity in Microsoft office-Provided excellent customer service to clients through active listening skills, time management, and a positive attitude