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
Gilbert, AZ
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
Scottsdale, AZ
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
Gilbert, AZ
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
Chandler, AZ
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
Chandler, AZ
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