Sales Associate
Current- Maintain and create client relations through personalized wealth planning, resulting in high customer satisfaction rates.
- Execute trades and effectively service 700+ households, achieving impressive portfolio growth.
- Manage team members efficiently, contributing to a substantial increase of AUM.
- Proactively identify and resolve areas of customer dissatisfaction through marketing automation, resulting in improved customer retention.
- Manage portfolios and spreadsheets to optimize returns for clientele, increasing profitability.
- Actively recruit new clients, expanding the business reach and generating revenue.
Nov 2012 - Present
