Traineded and support a pool of twenty financial advisors in growing their business, how to utilize products, services and resources available to them through the firm. Serviced their clients’ needs via phone by:Assisting clients with online account access, resolving discrepancies in portfolio performance, access to funds, ordering checks, atm cards, credit cards, withdrawal of funds, placing orders to purchase securities. Greeted and assisted clients when visiting the office to conduct business.

Authorized alternative routing, such as air or direct truck, to expedite delivery of goods for advertised sales Provided routing information to vendors for shipments weighing less than 2000 lbs. Designated alternative trucking for points not serviced by our standard carriers Contacted carriers to trace shipments when delivery of merchandise was delayed Assisted buyers in negotiating freight agreements with vendors to offset the cost of shipping merchandise