Michael Jones
Charlotte
Summary
Dynamic relationship management expert focused on fostering team collaboration and achieving measurable results. Demonstrated success in client engagement, conflict resolution, and strategic planning, consistently driving initiatives that enhance client satisfaction. Recognized for adaptability and reliability, excelling in communication and problem-solving while cultivating enduring client partnerships. Skilled at navigating evolving needs and propelling success through innovative relationship strategies.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Manager
E*TRADE
06.2016 - Current
- Obtained my Series 3, Series 7, and Series 63 licenses
- Responsible for taking inbound inquiries by phone and online chat
- Processed high clientele requests and resolved issues
- Handled and oversaw a book of clientele
- Help with scheduling needs and providing support for my team
- Providing excellent, white glove customer service
- Fielded difficult or upset customers and made sure their issues were resolved in a friendly and courteous manner
Billing Manager/Accountant Assistant
Edge Pest Control
08.2013 - 06.2016
- Managed and oversaw 1,000+ accounts within 4 different branches
- Responsible for inputting checks and balancing accounts
- Helped process payroll for employees
- Oversaw past due accounts
Apartment Manager
Prostar
07.2011 - 12.2012
- Managed 250+ of tenants in 5 apartment buildings
- Responsibilities included: collecting rent, handling contractual violations, and inspection of apartments for maintenance
- Responsible for balancing the accounts for each tenant
- Handled marketing for the apartments to continually attract responsible tenants
Education
B.S. - Business
Utah Valley University
Orem, UT04.2016
Skills
- Great oral and written communication
- Written and verbal communication
- Organized and attention to detail
- Knowledge with Microsoft Suites
- Problem Solving
- Quick Learner
- Public Speaking
- Exceptional Customer Service
- Time management
- Cash handling
- Sales proficiency
- Eagle Scout
- Easily change tasks
- Multitasker
- Can work in a high demand/stressful situations
- Life Insurance
- Relationship Management
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Customer relationship management
- Analytical problem solving
- Critical thinking
- Attention to detail
- Performance analysis
- Customer education and consulting
Certification
- Series 7 License
- Series 63 License
- Series 3 License
Timeline
Relationship Manager
E*TRADE
06.2016 - Current
Billing Manager/Accountant Assistant
Edge Pest Control
08.2013 - 06.2016
Apartment Manager
Prostar
07.2011 - 12.2012
B.S. - Business
Utah Valley University
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