Customer Service Financial Planning

Kayla Konan

Queens, NY ad5ph0@r.postjobfree.com 929-***-****

EDUCATION

University of Phoenix Phoenix, AZ

Masters of Business Administration November 2024

CUNY Brooklyn College Brooklyn, NY

Bachelors of Science in Economics May 2020

WORK EXPERIENCE

Truist Bank New York, NY

February 2022 - April 2024

Assisted in client engagement by conducting remote meetings to understand financial goals, risk tolerance, and investment objectives.

Participated in performance tracking activities by monitoring and analyzing investment portfolios, market trends, and economic indicators.

Contributed to financial planning efforts by conducting comprehensive financial analyses, including retirement planning, estate planning, and risk management. Built and maintained strong client relationships through effective remote communication channels, including video conferencing, email, and phone calls. Adhered to industry regulations, ethical standards, and best practices to maintain client confidentiality and trust.

Prepared financial documents, such as income projections and investment reports. Maintained compliance with all rules and regulations in the financial industry. Identified and pursuing potential clients to maintain a strong client base. Customer Service Representative

Family Dollar New York, NY

September 2020 - December 2021

Provided exceptional customer service to clients, addressing inquiries, resolving issues, and ensuring customer satisfaction.

Developed strong relationships with clients through effective communication and personalized service. Identified opportunities for upselling and cross-selling of products and services to meet customer needs and increase revenue.

Consistently met and exceeded performance targets, including sales and customer satisfaction metrics. LEADERSHIP EXPERIENCE & ACTIVITIES

Right to College Program

Youth Leader

Facilitate character development group sessions including structured social skills training and cognitive-re-structuring; Advocate program developing a plan to strengthen the culture of postsecondary exploration and planning in their school. Boys & Girls Club of America

Youth Mentor

Assisted students with navigating the college exploration and application process by helping students find their best-fit schools, develop balanced college lists, draft their statement, and apply to scholarships and summer programs.

SKILLS & INTERESTS

Computer: Microsoft Office (Excel, PowerPoint, Teams), Skills: Client Engagement, Performance Tracking, Financial Planning, Relationship Building, Compliance and Ethics, Strong Analytical Skills, Remote Communication, Results-Oriented, Integrity and Ethics Languges: English (Native), French (Proficent)

New York, NY

January 2018 - May 2018

New York, NY

March 2019 - June 2020

Entry-Level Financial Planner

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