-provided assistance through research in portfolio management-created documents and supported rebalancing of portfolios with tactical asset allocation-communicated with clients to provide support and solutions

-Worked with Financial Advisors and other professionals to develop necessary skills of relationship management and technological knowledge-provided support on projects pertaining to servicing client accounts, engaging in new relationships, and providing all around excellent service

-Served customers efficiently and effectively while nurturing a friendly and welcoming environment-Maintained an organized and clean workspace to ensure restaurant health and safety standards-Worked diligently in high-stress situations, processing both in-person and online to-go orders

-Promoted from courtesy clerk to cashier due to excellent performance and consistency of work completed-Processed an average of 24 items per minute when checking customers out a time consistently ranking as one of the fastest cashiers-Created a friendly environment for customers while continuing to be efficient