Customer Service Financial Services

BJOERN WIENKOP

Weymouth, MA · 617-***-**** · *************@******.***

Series 7 & Series 66 Licensed

PROFESSIONAL SUMMARY

Licensed financial services professional with Series 7 and Series 66 certifications. Experienced in supporting financial advisors, managing client relationships, and ensuring compliance in high-pressure environments. Strong background across finance, technology, and customer service. Fluent in English and German, with a proven ability to adapt, communicate, and deliver client-focused solutions. CORE COMPETENCIES

Client Relationship Management · Compliance & Risk Awareness · Account Administration · Financial Services Support

· Operations & Process Management · Communication & Collaboration · Bilingual: English & German PROFESSIONAL EXPERIENCE

Tesla – Advisor, Boston, MA (2023 – 2025)

• Delivered personalized client service and product education in a high-tech, fast-paced setting.

• Collaborated with cross-functional teams to resolve client issues efficiently.

• Built strong client trust through transparent communication and tailored solutions. Bank of America – Customer Service Representative (2022)

• Handled complex financial inquiries while maintaining strict compliance with regulations.

• Maintained high client satisfaction in a high-volume call center environment. Redfin – Market Coordinator (2021 – 2022)

• Coordinated operations, scheduling, and communication across multiple real estate stakeholders.

• Supported smooth execution of regional logistics and client transactions. Berkshire Hathaway – Real Estate Agent (2019 – 2021)

• Managed property listings, negotiations, and client relationships across MA, CT, and RI.

• Cultivated repeat business through professional, client-first service. Volkswagen – Mechatronic Technician (2020 – 2021)

• Performed diagnostics and repairs on complex automotive systems with precision and efficiency. Deutsche Bank – Trainee in Private Banking (2018 – 2019)

• Supported financial planning activities, client portfolio reviews, and investment research. German Air Force – Avionics Specialist (2016 – 2017)

• Maintained and inspected mission-critical aircraft electronic systems. U.S. Air Force – Contracted Military Police (2016)

• Provided base security and operational support as part of an international military collaboration. Mercedes-Benz – Mechatronic Technician (2006 – 2010)

• Certified in diagnostics, telematics, and advanced automotive systems. EDUCATION & CERTIFICATIONS

• Series 7 – General Securities Representative License

• Series 66 – Uniform Combined State Law License

• Bachelor of Arts in Finance Management (In Progress), International University of Applied Sciences

• Vocational Diploma – Automotive Mechatronics Engineering

• Real Estate Licenses: MA, CT, RI

TECHNICAL SKILLS

Microsoft Office Suite · CRM Systems · MacOS/iOS · Financial Services Platforms LEADERSHIP & SERVICE

Volunteer Firefighter & Paramedic · Youth Firefighter Mentor · Military and Civilian Security Service

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