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Wealth or Advisor or Joliet resumes in Columbus, OH, 43215

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Customer Service Representative

Gahanna, OH, 43230
... Learned how to differentiate between the different IRA’s, annuities and what paperwork was needed to assist the Financial Advisor’s with while they were in the field. Learned the company’s preferred method of answering the telephone, as well as how ... - 2024 Mar 01

Customer Service Social Media

Columbus, OH
... EXPERIENCE Wise Inc., Tampa, FL — Financial Advisor November 2021 - PRESENT ● Understand the needs of customers to resolve their issues to settle concerns and desolate incensed customers ● Communicating to customers through email, phone, and chat ... - 2024 Feb 29

Salesforce architect

Columbus, OH
... Interface with staff developing strategy as technical advisor for new functionality from Salesforce.com app exchange applications, releases, and upgrades. Perform detailed analysis Salesforce Business Analyst of business and technical requirements ... - 2024 Feb 26

Accounts Payable A P/Professional Travel Advisor

Worthington, OH, 43085
... I am a Professional Travel Advisor. I book Domestic and International travel. Vacation for families, groups, couples. Which includes hotels, flights, cruises and resorts. Whatever you need in travel I will make it happen. Key Skills A/P and A/R ... - 2024 Feb 24

Customer Service Patient Care

Columbus, OH
... House 08/2009-05/2014 Soccer Coach Taught children the fundamentals of playing soccer Stressed teamwork and personal growth American Express Financial Advisors 06/1994-08/1996 Financial Advisor Assistant • Answered client questions and concerns. ... - 2024 Feb 20

Team Lead Customer Service

Columbus, OH
... Account Manager July 2006 - Aug 2008 National City Bank Columbus, OH Ensured wealth management and product fit while meeting upselling goals and customer contentment metrics. Customer Service Team Lead Oct 2003 - March 2006 Calltech Communications ... - 2024 Feb 11

Data Analytics Science

Galloway, OH
... Led a high-impact re-architecture of the PPR system for a top global business strategy advisor, significantly improving response times through streamlined database design, SQL performance tuning, cached entity layers, and code quality enforcement. ... - 2024 Feb 06

Public Health Care

Columbus, OH
... Mentored a group of 12 students for an early arrival program focused on accessing resources Community Health Advisor Columbus, Ohio Sanctuary Health and Social Care November 2021 – May 2023 • Improve community public health in South Side Columbus by ... - 2024 Feb 05

Material Handler Machine Operator

Columbus, OH
... Manufacturing Specialist / Visa Consultation Advisor. Sillah and sons Manufacturing Company / Taksim Visa Consultation Company Istanbul, Turkey / Europe 2018 - 2022 - Played a key role in the manufacturing processes within a high-demand production ... - 2024 Feb 01

Customer Service Support Specialist

Columbus, OH
... Mortgage lending, Account monitoring, loan advisor• Bissel (02/2020- 10/2021) Customer service agent/ Special line tech support. Troubleshooting, emailing, tracking, pos inventory, drop-shipping, returns, warranty, Up sale, Parts specialist Ross ... - 2024 Jan 15
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