Xiao Chen is a Consumer Investment Solutions Specialist at Merrill Edge.
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Solutions Specialist, Officer, Consumer Investment OperationsMerrill Edge May 2022 - PresentHunt Valley, Maryland, United States• Provide service support and education to frontline associates and clients through inbound calls.• Proactively manage existing service items to completion to ensure client satisfaction.• Ability to multi-task, problem solve, think analytically, collaborate cross-functionally to resolve client issues.• Proactively identify additional associate/client needs and opportunities to enhance the relationship.• Raise process, procedural, or policy concerns to further enable efficiencies and heighten the experience across the business.• Relationship management skills and ability to anticipate needs of business partners that we support.• Superior client service proficiency including excellent verbal, written, and listening skills.• Expert knowledge of internal policies, procedures, and processes to ensure flawless execution and delivery.• Ability to handle and expedite multiple tasks in a dynamic, fast paced environment. -
Operations Specialist, Asset Movement ServicesMerrill Edge Nov 2017 - May 2022Hunt Valley, Maryland, United States• Top Performing Account Funding Team across all sites in the U.S.A two years consecutively. • Achieved average monthly productivity of over 100%, Quality Control score of 100%, Quality Assurance of 95%.• Recognized by peers as resourceful, trustworthy, morale booster, punctual, reliable. • Process asset transfers, incoming wires, asset liquidations, automated funding services, funds transfer services, and account linking resolution.• Use Salesforce to track, update, and maintain transfer records daily. • Serve as a primary liaison, between different departments to ensure our clients’ assets are handled in a timely manner, from start to completion.• Collaborate cross-functionally to resolve client issues effectively and efficiently.• Translate technical terms and convey information in an understandable and professional manner between departments.• Provide a high level of dedicated support, in an effective and efficient manner, for the assigned area's internal partners and clients by responding to inquiries via internal and external telephone calls, email, and service entries.• Provide full ownership on escalations that are unable to be resolved through normal operating procedures.• A morale committee member that fosters collaborative relationships within and across business units and sectors -
Commission Sales AssociateBloomingdale'S Sep 2014 - Feb 2016Chevy Chase, Maryland, United States• In the 2nd month of employment, achieved the number one position for opening up the most amounts of credit accounts, exceeding goals by 207%.• Won “Best Rookie Award” for the 4th Quarter of 2014 • Partnered with my department members to reach sales goals. • Created brand loyalty by following up with customers to ensure they are satisfied with their purchases and invited them back. -
Commission Sales AssociateVictoria'S Secret Oct 2012 - Sep 2014Bethesda, Maryland, United States• Created brand loyalty, inspire customers to make purchases and return to our store through exceptional customer service. • Engaged with customers to find out their personal needs and preferences, and the reasons that brought them into our store.• Stayed connected with team members to be updated on inventory and sales goals.• Consistently exceeded my sales goals by an average of $700.00 per hour.
Xiao Chen Education Details
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Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Xiao Chen
What company does Xiao Chen work for?
Xiao Chen works for Merrill Edge
What is Xiao Chen's role at the current company?
Xiao Chen's current role is Consumer Investment Solutions Specialist.
What schools did Xiao Chen attend?
Xiao Chen attended University Of Maryland - Robert H. Smith School Of Business, University Of Maryland College Park.
Who are Xiao Chen's colleagues?
Xiao Chen's colleagues are Eric Kenney, Rebecca Vandusen, Amber M., James Rogers, Holly Durdel, Alisa Severin, Anjila Amicho.
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