Holly Zamora: in Carlsbad, CA

Provided excellent client service with technical skills (MS Word and Excel), strong communication, time management and organizational skills. Opened new accounts, entered trades, and various administrative duties. Provided investment research and portfolio management support. Performed multiple money movement and transactions. Generated and organized reports as well as investment applications for preparation of client meetings. Resolved problems or issues brought forth by the broker dealer.

Maintained files, databases and any necessary compliance documentation for client group. Processed cash and security transactions, and handled all cashiering transactions for customers. Organized and set appointments with current clientele as well as new leads. Coordinated all shipping of sensitive documents. Process travel and expense reimbursements.

Built and maintained a large roster of clientele. Met or exceeded all sales goals set by management, as well as brought in a steady stream of new customers for the company. Established personal fitness and nutrition programs for each client according to their goals. Exceeded sales goals and quotas set by corporate headquarters. Administered an extensive roster of clients.

Managed billing, collections, and insurance documentation. Created promotional and marketing materials to add new clientele. Maintained all office equipment and ordered supplies and products as needed.

Provided exceptional customer and client service, and supplied overall office support. Recognized as outstanding employee and a dedicated team player. Front office management; supervised warehouse shipping operations and accounts receivable.