Financial Advisors Process Improvement
Resume:
Lisbeth clark
Burrillville, RI *****
ad81s4@r.postjobfree.com
Work Experience
Solutions Specialist
Merrill Edge
January 2016 to Present
• Support the financial advisors and FSR's through client onboarding and maintenance of client's financial portfolios from funding accounts to the closing of accounts. Running Lexis Nexis for every account opening and using salesforce CRM to document interaction
• Working with other teams across the firm to ensure that client's expectations are fulfilled
• Exceeds in quality scores
• Successful in an ever-changing environment
• Excellent communication skills
• Demonstrated ability to follow-up consistently for client resolution.
• Demonstrated experience using data to drive root cause elimination and process improvement. Preferred Centralized Sales
Bank of America
January 2014 to 2016
Preferred Relationship Specialist
- Made clients financial lives better by effectively offering the breadth of services Bank of America offers to maximize their relationships based on their current and future needs
- Accurately and efficiently transact service requests and provide fulfillment of banking services and products
- Identify and address cross-sell opportunities and ensure appropriate levels of service are received by customers
- Pro-actively build relationships with potential and existing clients to meet business objectives
- Leverage effective partnerships with internal business partners including Small Business Bankers, Mortgage Loan Officers, Financial Advisors, and Merrill Edge Advisory Center Retention Account Representative
Cox Communications Inc.
April 2002 to August 2014
- Retain clients who intend to cancel service.
- Won Presidents circle in 2012.
- highest 5% of the agents in the country
- 100% customer satisfaction
- 100% quality scores
Sales and marketing analysis to ensure brands being presented are representing the current pulse in their respective industry
Education
New England Institute of Technology
June 2013
High school diploma or GED
Skills
• Four years of experience with Merrill Edge services and products Peer coach for with proven success at BOA
Quality Champion BOA
Client satisfaction
Promote values
Highly motivated self-starter
Believe in servicing my clients with the highest integrity Strong organizational, time management and teamwork skills Attention to detail and follow through on assignments Ability to multi-task and independently prioritize workload Demonstrate excellent verbal, written and listening skills
• Quality Audits
• Employee Orientation
• Quality Assurance
• Process Improvement
• Internal Audits
• E-commerce
• Lexis-Nexis
• Lean
• Classroom experience
• Research
• Conflict management
• Salesforce
• Adobe Acrobat
• Six Sigma
• SAP
• Project Management
• Team Management
• Customer relationship management
• CRM Software
Assessments
Work style: Reliability — Proficient
June 2021
Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient
Written communication — Highly Proficient
November 2021
Best practices for writing, including grammar, style, clarity, and brevity Full results: Highly Proficient
Scheduling — Proficient
November 2021
Cross-referencing agendas and itineraries to avoid scheduling conflicts Full results: Proficient
Verbal communication — Highly Proficient
November 2021
Speaking clearly, correctly, and concisely
Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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