image/svg+xmlHenry
Campbell
5870 W. Elm Rd., New York, NY 66914
(270) 555-9989
hcampbell@example.com
Experience
OCT 2017 - APR 2020
Client Liaison/
JPMorgan Chase, New York, NY
Helped train new employees on internal CRM/software, sales techniques, and customer service.
Managed data to facilitate straight through transaction processing and settlement of institutional and private
client trading activity.
Co-managed a thriving investment brokerage business alongside a top producer in Private Client Services.
Coached novice CSA's to increase productivity during staffing shortage and the implementation of new
procedures.
Performed on-line troubleshooting: identified problem, gave technical advice, filed service request, and
followed up on scheduling
SEP 2016 - MAR 2017
Client Associate/
Stifel Financial, Somerset, NJ
Provided coverage for registered sales assistants in all areas per FINRA Regulations.
Initiated conference calls with Sales personnel and managers to improve communication and efficiency
between departments.
Trained 9 consultants and a team of 7 in DB NY Jacksonville location in all facets of International Operations.
Supervised twelve employees and developed teamwork through day-to-day activities.
Increased customer loyalty through effective customer service.
OCT 2006 - APR 2016
Title Clerk/
Stop & Shop, Somerset, NJ
Started out in the service file room and worked up to handling the used and wholesale DMV paper work.
Prepared and checked the accuracy of all documentation for wholesale titling for the "Washington DOL and
Oregon DMV".
Managed and maintained all new and used inventory information per New York State DMV rules and
regulations.
Interacted daily with team members to synchronize completion of projects.
Supervised all information and updated database and prepared required filing documents.
Skills
Wealth Management, Vehicle Titles, Client Service, Financial Advisor, Customer Service, DMV, Sales Support,
Investment Products, Notary, Title Processing
Education
2006 - 2006
High School Diploma