Driven, energetic, and positive customer service professional that thrives on taking the client experience to the next level. Outstanding communication and relationship building skills, very friendly, well-spoken, and comfortable with everyone. Proficient at providing exceptional, high-impact customer care and service that truly helps and empowers the client. First class teammate and individual contributor who enjoys working with and helping others, including customers, colleagues, and supervisors, and takes personal responsibility and ownership of duties to ensure absolute satisfaction. Voracious learner with an unparalleled work ethic and a passion for finance and investing. Extremely well-organized master multi-tasker with high attention to detail and accuracy, a professional demeanor, and self-motivation to drive tasks to completion and consistently exceed all expectations.