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Customer Service Financial Advisor

Matthews, NC
CYNTHIA BLOCK-TAYLOR ***** **** ***** ** #*** Charlotte, NC (704) 649 –1784 ************@********.**.*** FINANCIAL PLANNER Financial Advisor Sales Manager Financial Education Specialist Highly skilled and results-driven Financial Planner with a ... - Oct 27

Program Coordinator Risk Management

Gwynn Oak, MD
... federal, state, and local agencies to ensure funded projects adhere to programmatic and financial compliance requirements. ... **********@*****.*** ***********@***.*** +1-202-***-**** Technical Advisor October 15, 2008 – Jan 21, 2010 Key Duties: • Led ... - Oct 27

Business Development Pre-Sales

Queens, NY
... cold outreach to close—and for translating complex technology or financial jargon into clear, persuasive storytelling. ... INDEPENDENT CONTRIBUTIONS Guidepoint — FinTech & IP Ventures Advisor (Freelance Advisory) 2023 – Present • Led generation of ... - Oct 26

Customer Service Administrative Assistant

Greenville, SC
... Experience : Iredell Statesville Schools-Distance Learning Advisor • Manage online students work • Serve as a Liason between ... Carolina Crime Information Center Database,AS400,ISIS Financial System, Powerschool § Customer Service, Public Relations ... - Oct 26

High School Data Entry

Pietermaritzburg, KwaZulu-Natal, South Africa
... 2022-01 _ 2022-12 SALES AGENT AT OFA(Online Financial advisor) Product knowledge, include benefits features and applications Customer engagement Sales outreach Negotiate terms and conditions with customer to close sales deals. Account management ... - Oct 26

Customer Service Credit Card

Phoenix, AZ
... February 2015 & June 2017 - August 2020 In-Store Sephora Beauty Advisor (2017-2020) ● Provide excellent customer service in ... Customers with their insurance and financial needs EDUCATION DESERT RIDGE HIGH SCHOOL HIGH SCHOOL DIPLOMA - 2013 PAGE 2 - Oct 25

Customer Service Data Entry

Rockford, IL
... what it covers Customer Service Representative/Advisor Vision Financial Services-Rockford, IL February 2007 to March 2011 Helped customers understand the medical insurance they wanted the benefits of it and assisted with the sign up of benefits. ... - Oct 25

Customer Service Financial Services

Boston, MA
... & Risk Awareness · Account Administration · Financial Services Support · Operations & Process Management · Communication & Collaboration · Bilingual: English & German PROFESSIONAL EXPERIENCE Tesla – Advisor, Boston, MA (2023 – 2025) • Delivered ... - Oct 25

Project Management Risk

Queens, NY
... Advisor and Board Member Ultimate Venue Pvt. Ltd, Nepal September 2024 – July 2025 • Advised on operations for an adventure resort, planning boot camps for students and professionals using modern project management methodologies. • Managed financial ... - Oct 25

Customer Service Social Media

Mumbai, Maharashtra, India
... EXPERIENCE Respo financial capital limited (ZYPE) (Customer service VKYC officer) Dec 2023 till Oct 2025 Handling incoming ... Batras Positive Health Clinic (Health Response Advisor) Feb 2021 till Sep 2023 EXPERIENCE Jan 2019 to Dec2020 Handled ... - Oct 25
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