Toronto, ON, Canada
... Customer Care Advisor - CIBC July 2022 to Sept 2024 Toronto, ON •Delivered exceptional customer service by promptly ... •Provided professional financial advice to new and existing Scotiabank clients, assisting them with their financial needs. ...
- Jun 18
Gary, IN
... and site security Customer Service Representative (CSR) PLS Financial Services Chicago, IL June 2017 to January 2018 • ... performance • Provided excellent customer service to internal and external stakeholders Lead Beauty Advisor Walgreen Co. ...
- Jun 18
Lancaster, TX
... Provide administrative support to the financial advisor and assist with data entry for special projects. • Transferred hard copy data to digital database, enhancing accessibility. • Verified and updated outdated records, maintaining data integrity. ...
- Jun 17
Providence, RI
... Morgan Stanley, Providence, RI 2001 – 2002 Financial Advisor Developed customized investment plans for individuals, families, and businesses. Managed portfolios of equities, bonds, mutual funds, annuities, and managed futures. Conducted educational ...
- Jun 17
Greensboro, NC
... Advisor 2002 – 2005 Venezuela • Managed corporate sales and credit portfolio, specializing in international trade payments. • Conducted credit risk analysis and processed international payment instruments. • Developed strong skills in financial ...
- Jun 17
Montgomery, AL
... professional with extensive experience in customer service, call center operations, financial services, and account support. ... Student Loan Advisor Edfinancial Services December 2015 – December 2016 Counseled borrowers regarding federal student loan ...
- Jun 17
Chicago, IL
ERIC BILLUPS **************@*****.*** 773-***-**** Chicago, IL 60626 Dynamic Admissions Advisor with a goal-oriented mindset ... • Collaborated with financial aid office to verify student applications and facilitate discussions on payment options. • ...
- Jun 17
Laguna Hills, CA
... Adoption • Multilingual: English, Farsi, Turkish PROFESSIONAL EXPERIENCE Transamerica Pacific Life World Financial Financial Advisor & Client Services Representative 2019 – Present –Always start by listening — I sit down with clients, learn ...
- Jun 17
Maun, North-West, Botswana
... housekeeping, maintenance, and administration, with strong financial acumen in budgeting, procurement, and cost control. ... Lodge & Camp Operations Guest Experience Food & Beverage Wine Advisor Level 3 Budgeting & Cost Control Staff Training & ...
- Jun 17
Plano, TX
... TX (Remote) Licensed Life Insurance Agent & Financial Advisor Aug 2024 – Present Serve as primary client contact, managing end-to-end relationships, and guiding individuals through structured onboarding, application, and account setup processes. ...
- Jun 17