Lindsay Rhodes
Crestwood
Summary
Driven individual focused on cultivating meaningful and engaging relationships. Multiple years of experience in the customer service industry, with most recent position being motivated by establishing purposeful connections. Has been consistently rated above 90% on client satisfaction scores for my empathy and genuine desire to support clients.
Overview
7
7
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch Wealth Management
08.2022 - Current
- Proactively engage prospective clients through the practices of outbound calling and client events
- Analyze financial needs of clients and develop tailored strategies to meet goals.
- Present financial plans and investment recommendations to clients.
- Help clients make informed decisions about financial future.
Premium Elite Relationship Manager
Merrill Edge
01.2020 - 08.2022
- Managed a book of over 300 high net worth clients and served as primary point of contact for trading, financial planning, and service related needs
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Premium Investment Consultant
Merrill Edge
01.2018 - 01.2020
- Promoted Firm’s services to increase revenue and client retention.
- Educated clients on potential risks and rewards associated with various investments.
- Displayed proficiency of financial terms and concepts to educate clients
Client Services Representative
Bank Of America
04.2017 - 01.2018
- Engaged in pleasant client interactions while effectively administering transactions
- Made sales referrals based off specific financial needs of each individual client
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Education
Bachelor of Science - Public Health
University of North Florida
Jacksonville, FL04.2016
Skills
- Active listening
- Time Management
- Salesforce
- Client Recruiting and Retention
- Attention to detail
- Adaptability
- Awarded with Pinnacle achievement award for receiving highest client satisfaction survey results in top 10% of the enterprise
Accomplishments
- Series 7 and 66 licensed
- Earned Chartered Retirement Planning Counselor designation
- ·Awarded with Pinnacle achievement award for receiving highest client satisfaction survey results in top 10% of the enterprise
Timeline
Financial Solutions Advisor
Merrill Lynch Wealth Management
08.2022 - Current
Premium Elite Relationship Manager
Merrill Edge
01.2020 - 08.2022
Premium Investment Consultant
Merrill Edge
01.2018 - 01.2020
Client Services Representative
Bank Of America
04.2017 - 01.2018
Bachelor of Science - Public Health
University of North Florida
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