San Diego, California, United States
I am a third-year Finance student at San Diego State University looking to pursue a career in the financial services industry, particularly wealth management. Due to dual enrollment classes taken in high school, I am on track to graduate a year early in May 2026.
- Assisted financial advisors and the operations team with a variety of administrative, client service, and operational tasks. - Updated existing client account information as needed across a variety of platforms, including Fidelity Wealthscape, Tamarac Advisor View, and eMoney. - Assisted in the opening of new accounts by managing workflows and tracking client activities in AdvisorEngine Junxure, as well as utilizing Salentica (Salesforce-based platform) and emailing clients with account updates. - Updated and maintained Excel spreadsheets to complete operational tasks and support internal reporting. - Developed a strong understanding of the operational processes within a wealth management practice.
- Achieved 100% customer satisfaction through excellent verbal communication with customers by being friendly and informative. - Advertised different shoes to accommodate specific customer needs. - Opened twice-weekly shipments and organized footwear in storage room according to brand, size, and style. - Efficiently operated cash register to process payments and provided receipts to establish proof of transaction. - Ensured 100% satisfaction by delivering shoes in two minutes or less.