Customer Service Manager

Morgan K. Manchester

**** ********* *** • Falls Church • VA • 22042 abma7s@r.postjobfree.com • 609-***-****

To obtain a Financial Consulting position with a dynamic firm

OBJECTIVE:

OVERVIEW:

Disciplined work ethic, leadership skills and enthusiastic team player orientation

Outstanding business, marketing, customer service and wealth management skills

Excellent problem solving abilities and communication skills to resolve customer issues

Skilled at strategic business planning as well as tactical operational execution

LICENSES: Series 7 - General Securities Representative Certification, 2007 (current)

Series 66 - Uniform Combined State Law Certification, 2007 (current)

Life Insurance – Licensed in Wisconsin, 2007 (current)

B.S., Business Administration, Elon University, Elon, North Carolina, May, 2003

EDUCATION:

EXPERIENCE:

ASSOCIATE WEALTH MANAGEMENT ADVISOR

2008 – Present

Northwestern Mutual Wealth Management Company, McLean, Virginia

Utilize analytical software to conduct performance, risk and style analyses for client reviews

Communicate regularly with unbiased financial information to ensure client satisfaction

Initiate business development calls to prospects and current clients

Responsible for all investment trades within our team’s advisory accounts

Present all enrollments meetings for our teams qualified plan portfolio

FINANCIAL ADVISOR

2006 – 2008

Merrill Lynch, Madison, Wisconsin

Develop business relationships with clients and prospects needing financial advice

Present comprehensive financial solutions to customers and prospects

Conduct monthly, quarterly and annual reviews of clients accounts

SENIOR MANAGER

2003 – 2006

City Sports, Inc., Washington, D.C.

Supervised store operations including scheduling and payroll for staff of 30 employees

Recruited and hired staff and conducted performance reviews on a regular basis

Interacted with corporate headquarters regarding sales, payroll and merchandising

Extensive customer service to resolve issues to the customer’s satisfaction

Conducted weekly staff meetings to review store operations with department managers

Worked as a department manager for six months before accepting a position as junior buyer.

Became Senior Manager eleven months later.

SALES REPRESENTATIVE

2003 – 2003

Screaming Logos, Inc., Newburyport, Massachusetts

Promoted marketing materials with logo imprints to clients and prospects

Assessed client needs and presented appropriate products to assist them

Processed orders and followed up with clients to ensure satisfaction

COMPUTERS: Microsoft Word, Excel, PowerPoint, Microsoft Outlook, Internet Explorer, Envestnet, The

Network Connection, NMCIR – Consolidated Investment Reporting, Morningstar Advisor

Workstation

INTERNSHIPS: Costa Rica Internship, Elon University, San Jose, Costa Rica, January, 2002

Cultural study living with families in Costa Rica and touring the country,

visiting museums, landmarks and cultural events while there.

Washington Center Internship, Elon University, Washington, D.C., January, 2000

Student academic program to increase political awareness and promote civic

participation by visiting historical landmarks and attending political lectures.

ASSOCIATIONS: Lambda Chi Alpha National Fraternity Member, Alumni Status

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