Bringing strong communication and problem-solving skills, I excel at understanding client needs and providing tailored solutions. My background in customer service has honed my ability to build rapport and deliver excellent support. Adaptable and quick to learn, I am ready to contribute effectively to team-focused environment. Strategic thinker with proven track record of achieving financial objectives. Stays up-to-date on market trends to deliver actionable insights and evidence-based advice. Manages caseload of clients in line with industry regulations.
Office 365
Constructive feedback giving
Budgeting expertise
Conflict resolution
Client relationship management
People management
Rapport building
Ethical practice awareness
Persuasive communication
Stress tolerance
Active listening
Salesforce proficiency
Marketing analytics
Product knowledge
Tax preparation knowledge
Negotiation expertise
Data analysis
Reflective thinking
Proactive approach
Mutual funds understanding
Staffing allocation
Team oversight
Logistical planning
Relationship Management