St Louis, Missouri, United States
Highly skilled professional with 30+ years of experience in the financial industry. Excellent communicator and problem solver with a high level of integrity, initiative, efficiency, and focus on customer satisfaction and success. U.S. Army Veteran 1985-1993 / Rank E4 (Specialist) MOS 31K10 (Combat Signaler) - field radio and telephone communications
Oversee the opening of customer accounts in compliance with FINRA, SEC, and firm rules and regulations.
Performed administrator duties within Kana, Nuance, and Bomgar CRM software.
Facilitated client support via chat, email, and social media channels.
Collected and analyzed client correspondence data to identify issues with existing processes and implement improvements.
Provided B2B document imaging and storage services.