NICHOLAS COVERT
Mesa,AZ
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Associate II
Morgan Stanley, Wealth Management
08.2023 - Current
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Executed trades for client participants regarding stock options and awards.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Client Service Associate I
Morgan Stanley, Wealth Management
09.2023 - 08.2024
- Responded promptly to client inquiries via phone and demonstrating commitment to exceptional service standards.
- Provided sales teams with leads to onboard new clients, providing a smooth transition experience for all parties involved.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
Assistant Activity Leader
Gilbert Public Schools
12.2021 - 07.2023
- Supervise elementary school students in the before and after school program.
- Manage student roster and initiate and missing child procedure when necessary.
- Enforce the rules and regulations to maintain discipline and ensure safety.
Person in Charge (PIC)
Safeway
06.2020 - 12.2021
- Provided customer service by greeting and assisting customers and responding to customer inquiries and complaints.
- Inventoried stock and reordered when inventory dropped to specified level.
- Received payments by cash, credit cards and vouchers.
Certification
- FINRA SIE - Securities Industry Essentials 1/24
- FINRA Series 7 - General Securities Exam 4/24
- NASAA Series 66 - Uniform Combined State Law 6/24
Timeline
Client Service Associate I
Morgan Stanley, Wealth Management
09.2023 - 08.2024
Client Service Associate II
Morgan Stanley, Wealth Management
08.2023 - Current
Assistant Activity Leader
Gilbert Public Schools
12.2021 - 07.2023
Person in Charge (PIC)
Safeway
06.2020 - 12.2021
Similar Profiles
Kristin A. AlexanderKristin A. Alexander
Vice President Group Director at Morgan Stanley, Wealth ManagementVice President Group Director at Morgan Stanley, Wealth Management
Mariejoy CabelMariejoy Cabel
Senior Registered Client Service Associate at Morgan Stanley, Wealth ManagementSenior Registered Client Service Associate at Morgan Stanley, Wealth Management
Nidhi LuthraNidhi Luthra
Vice President, Reliability Engineering at Morgan Stanley (Wealth Management)Vice President, Reliability Engineering at Morgan Stanley (Wealth Management)
Angela MooreAngela Moore
Director of Operations Home Loans at Morgan Stanley, Wealth ManagementDirector of Operations Home Loans at Morgan Stanley, Wealth Management
Valeria HernandezValeria Hernandez
Volunteer at Feed My Starving ChildrenVolunteer at Feed My Starving Children