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
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