Goal-driven Relationship Manager focused on providing the best quality service by providing thorough information to ensure information is most effectively communicated. Enthusiastic to assist in training and ensuring my colleagues benefit from my business activities.
Answered phone calls to provide employee stock plan details to current/former to corporate client employees
Thoroughly document all account interactions as necessary
Assisted in account activations and providing general troubleshooting tips to ensure account access
Assisted colleagues by providing insight where he/she has requested
Submitted warm leads to our Virtual Advisory department
Operated as a Subject Matter Expert to assist the facilitators with training the new hire class