Xiao Chen
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Xiao Chen Email & Phone Number

Consumer Investment Solutions Specialist at Merrill Edge
Location: Upperco, Maryland, United States 4 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Consumer Investment Solutions Specialist
Location
Upperco, Maryland, United States
Company size

Who is Xiao Chen? Overview

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Quick answer

Xiao Chen is listed as Consumer Investment Solutions Specialist at Merrill Edge, a with 2267 employees, based in Upperco, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Xiao Chen.

Xiao Chen previously worked as Solutions Specialist, Officer, Consumer Investment Operations at Merrill Edge and Operations Specialist, Asset Movement Services at Merrill Edge. Xiao Chen holds Bachelor Of Applied Science - Basc, Business, Management, Marketing, And Related Support Services from University Of Maryland - Robert H. Smith School Of Business.

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Email format at Merrill Edge

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Merrill Edge

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Profile bio

About Xiao Chen

Xiao Chen is a Consumer Investment Solutions Specialist at Merrill Edge.

Current workplace

Xiao Chen's current company

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Merrill Edge
Merrill Edge
Consumer Investment Solutions Specialist
Website
Employees
2267
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4 roles

Xiao Chen work experience

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Solutions Specialist, Officer, Consumer Investment Operations

Current

Hunt 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.

May 2022 - Present

Operations Specialist, Asset Movement Services

Hunt 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

Nov 2017 - May 2022

Commission Sales Associate

Chevy 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.

Sep 2014 - Feb 2016

Commission Sales Associate

Bethesda, 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.

Oct 2012 - Sep 2014
Team & coworkers

Colleagues at Merrill Edge

Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →

2 education records

Xiao Chen education

FAQ

Frequently asked questions about Xiao Chen

Quick answers generated from the profile data available on this page.

What company does Xiao Chen work for?

Xiao Chen works for Merrill Edge.

What is Xiao Chen's role at Merrill Edge?

Xiao Chen is listed as Consumer Investment Solutions Specialist at Merrill Edge.

Where is Xiao Chen based?

Xiao Chen is based in Upperco, Maryland, United States while working with Merrill Edge.

What companies has Xiao Chen worked for?

Xiao Chen has worked for Merrill Edge, Bloomingdale'S, and Victoria'S Secret.

Who are Xiao Chen's colleagues at Merrill Edge?

Xiao Chen's colleagues at Merrill Edge include Josie Chen, Crpc®, Chrissoula Nikolaou White Crpc®, Joseph Golomboski, Fatma Awadalla Crpc®, and Fiorella Rosa.

How can I contact Xiao Chen?

You can use AeroLeads to view verified contact signals for Xiao Chen at Merrill Edge, including work email, phone, and LinkedIn data when available.

What schools did Xiao Chen attend?

Xiao Chen holds Bachelor Of Applied Science - Basc, Business, Management, Marketing, And Related Support Services from University Of Maryland - Robert H. Smith School Of Business.

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