ALEXIS M. THOMAS
Charlotte
Summary
Registered financial professional dedicated to delivering impactful solutions and fostering strong client relationships. Committed to continuous learning and professional growth, with a strong desire to contribute to organizational success. Currently pursuing Series 66 license to enhance knowledge and service offerings.
Overview
5
5
years of professional experience
Work History
Client Relationship Associate
Vanguard
05.2024 - Current
- Managed client expectations with clear communication, leading to stronger relationships and trust building.
- Answered inbound phone calls by prioritizing tasks and delivering impactful solutions in a fast-paced call center environment.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Guided clients through major life transitions with confidence by explaining complex financial products in a clear and relatable way.
Golf Retail Sales Specialist
The Landings Golf and Athletic Club
05.2021 - 05.2024
- Effectively communicate with customers to assist with product questions, selections and purchases.
- Offer personalized service to boost sales and customer satisfaction.
- Deliver exceptional customer service by evaluating individual needs and aligning them with our products and services.
Finance Internship
Sound View Wealth Advisors
04.2022 - 06.2023
- Built an understanding of fiduciary responsibilities by working closely with advisors and clients.
- Developed strong relationships with clients, ensuring their needs were understood and addressed promptly.
- Assisted financial advisors and analysts by producing and distributing monthly financial reports.
- Utilized client relationship management software to generate portfolio valuations and run client investment reports.
Human Resources Assistant
The Landings Golf and Athletic Club
11.2020 - 05.2021
- Assisted with recruiting by scheduling phone screens, on-site interviews and planning recruitment related events.
- Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
- Delivered assistance with new hires throughout interviewing and hiring process.
- Compiled employee records from individual departments.
Education
Bachelor of Business Administration - Finance
Georgia Southern University
05.2023
High School Diploma - undefined
Savannah Christian Preparatory School
Savannah, GA05.2018
Skills
- Interpersonal Communication
- Attention to Detail
- Sales and Marketing
- Problem Solving
Licensing
SIE, Series 7, 63
Timeline
Client Relationship Associate
Vanguard
05.2024 - Current
Finance Internship
Sound View Wealth Advisors
04.2022 - 06.2023
Golf Retail Sales Specialist
The Landings Golf and Athletic Club
05.2021 - 05.2024
Human Resources Assistant
The Landings Golf and Athletic Club
11.2020 - 05.2021
High School Diploma - undefined
Savannah Christian Preparatory School
Bachelor of Business Administration - Finance
Georgia Southern University
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