Brittany Ali

Answered queries from other teams and departments and reviewed client requests for account updates. Focused on client experience by attending to clients' needs quickly, efficiently, and without error.

Oversaw online recruiting process and actively participated on the interview and selection panel. Conducted New Hire Orientation, handled benefits questions, verified payroll entries, and maintained personnel files.

Coordinated travel for the President and other staff and assisted with expense reports. Assisted with Accreditation renewals.

Greeted the public, answered phones, routed calls, and took messages. Distributed incoming and outgoing mail, ordered office supplies, typed documents, assisted with expense reports, conducted audits, and coordinated meetings.

Opened new accounts quickly and efficiently and completed account maintenance as requested by the client.

Completed new accounts opening quickly and efficiently and generated outgoing client correspondence when needed. Assisted in making sure queue service level is met, trained fellow associates, and supported other departments via chat and phone.

Assisted clients with opening new accounts via chat and answered questions regarding funding and trading. Completed Business Lead Referrals with 45% conversion rate, trained fellow associates, and taught retirement plan account class.

Placed trades for clients and delivered excellent customer service. Talked with clients about unmet financial needs and goals.

Bachelor of Science in Sociology with a minor in Biomedical Science, completed in May 2011.