Ryan Beard
Gilbert
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
16
16
years of professional experience
Work History
Registered Client Service Associate
Morgan Stanley
12.2023 - Current
- Managed tasks efficiently during periods of high volume without compromising quality or attention to detail
- Discovering referral opportunities by building relationships with clients and identifying needs.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Obtained series 66 license
CLIENT ASSOCIATE
Vanguard
10.2022 - 12.2023
- Process mutual fund & equity trades
- Identified client needs and delivered solutions by utilizing in-depth knowledge of products and services
- Obtained Series 7 & 63 licenses
SMALL BUSINESS OWNER
Sass & Soul Boutique
10.2017 - 10.2022
- 2.3 million revenue Feb 2019 - Oct 2022 (3 total employees)
- Handled all customer service inquiries and correspondence
- Grew network to 1,100+ repeat customers
- Managed inventory and fulfilled/shipped an average of 900+ orders per month
- Co-owner with my wife
HOME EQUITY SPECIALIST
Bank of America
02.2016 - 10.2017
- Identified financial products best suited for client needs
- Met or exceeded funding requirements for all bonus pay periods
- Communicated regularly with customers regarding their loan status, changes in terms or conditions, or any other concerns they may have had throughout the process
- Adhered to state and federal lending laws when processing loan applications
PROPERTY CLAIMS CORE TEAM
Bank of America
01.2009 - 01.2016
- Disaster response team - traveled to various cities providing client facing support for financial centers
- Developed & implemented new hire training for the department's policies & procedures
- Escalation manager answering high priority customer conflict
Education
HIGH SCHOOL GRADUATE -
Mountain Pointe High School
Phoenix, AZ06-2002
Skills
- Problem Solving
- Reliable
- Time Management
- Attention To Detail
- Written And Verbal Communication
- Organization
Hobbies and Interests
- Playing golf
- Pickleball
- Traveling
- Board games
- Disneyland
Timeline
Registered Client Service Associate
Morgan Stanley
12.2023 - Current
CLIENT ASSOCIATE
Vanguard
10.2022 - 12.2023
SMALL BUSINESS OWNER
Sass & Soul Boutique
10.2017 - 10.2022
HOME EQUITY SPECIALIST
Bank of America
02.2016 - 10.2017
PROPERTY CLAIMS CORE TEAM
Bank of America
01.2009 - 01.2016
HIGH SCHOOL GRADUATE -
Mountain Pointe High School
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