Self-motivated and dependable while achieving high performance with minimal supervision.
• Computer proficient in word, excel
• Quick learner
• Excellent communication
• Good telephonic skills
• Good interpersonal skills
01/2009 - 06/2018 UBS La Jolla, CA
Sr. Registered Client Service Associate
• Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
• Prepared correspondence, accounting and financial documents for analysis.
• Increased sales by 17% over a two-year period.
Education and Training
• Some College
• CA Health & Life Insurance License
• Series 7 & 66 License
Activities and Honors
Girls Varsity Soccer Coach at Chula Vista Charter High School