Rita Eckle Email & Phone Number

Pittsburgh, PA

• Administrative Supervisor Waddell & Reed, Inc. – Pittsburgh, PA
• Managed the retention, protection, retrieval, transfer and disposal of records in accordance with the compliance policies and procedures
• Promoted good customer relations by positive and professional handling of all public contacts in the office, by telephone, and correspondence
• Supported the Field Leaders to enable strong working relationship with personnel in the Region
• Opened, closed and transferred client accounts
• Ensured client transfer agency transactions were processed on a timely basis

Mcmurray, PA

• Branch Office AdministratorEdward Jones – McMurray, PA
• Promoted account services, such as allowable savings and spending/borrowing solutions
• Prepared hypos/calcs and cost basis at direction of Financial Advisor
• Created effective marketing literature according to corporate guidelines
• Organized various plans, including estate, securities, insurance/pension, and retirement
• Processed trades per client and financial advisor requests

Coraopolis, PA

• Provided sales and customer service to customers in express, ground, and international segments
• Developed relationships to grow customer base within assigned territory
• Processed monthly cost proposals, forecasted sales projections, and maintained customer records
• Maintained up-to-date knowledge on new products, and worked to broaden product line
• Prepared and presented customer business reviews, incorporating cost analysis and financial objectives