Award-winning leader with a work history of consistently exceeding performance goals.

  Earned several milestone awards for production during long career at Edward Jones.

  Established new policies and procedures that improved the delivery of service to customers.

  Stellar listening, verbal communication and interpersonal skills.

  Solid time management, attention to detail and organizational skills, including prioritizing tasks.

  Proficient with Microsoft Office Suite.

Customer Service Problem Solving Product Education

Administrative Management Teamwork/Collaboration Staff Leadership/Training

Client Relations:

  Demonstrated stellar listening skills to understand the individual needs of clientele.

  Educated clientele about a wide variety of products and services to meet their needs.

  Helped customers to establish realistic objectives in order to achieve their short and long-term goals.

  Displayed excellent follow up skills with clients to maintain their satisfaction and loyalty.

  Proactively identified and resolved any client problems in order to implement favorable solutions.

  Boosted customer satisfaction after creating new processes and systems.

Staff Collaboration/Training:

  Communicated effectively with co-workers in person, over the telephone and via email.

  Built and maintained rapport with colleagues to gain their trust, confidence and respect.

  Trained colleagues on best practices of daily administrative and customer service operations.

Edward Jones Investments Dowagiac, MI June 1998-Present
Financial Advisor (Oct. 2004-Present)

Branch Office Administrator (June 1998-Oct. 2004)

Series 7 and 66 Licensed