Arezou Arabi
Proud US Air Force veteran. I am currently a service support representative specializing in financial services and internal support.
- Role
- Service Support Representative at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Arezou Arabi
United States Air Force Veteran, Persian-Farsi Linguist, Defense Contractor, Financial…
Experience
Service Support Representative
Jul 2019 — Present · San Diego, CA, US
One of 14 qualified associates out of a department of 250 internal staff, resolving escalated calls and inquiries from financial advisors. Acts as a liaison for approximately internal staff and management.Serves as subject matter expert in opening/closing, maintaining, and restricting/unrestricting client accounts, enabling financial advisors to trade with minimal interruption, while maintaining industry standards. Conducts and prioritizes offline tasks, including department email management, researching escalation resolutions, and processing inquiry cases. Regularly assists with on-the-job training for less tenured staff. One of seven members on the department\'s Engagement Team, organizing and coordinating events, and managing budget for social engagement throughout the year. Led a team of 15 coworkers on a beach clean-up volunteer event in Ocean Beach Nov 2017
Skills
- English
- Annuities
- Microsoft Office
- Sales
- Government
- Military
- Legacy Planning
- Farsi
- Grandchild Gifting
- Security Clearance
- Microsoft Word
- Basic Life Support (Bls)
- Team Leadership
- Foreign Languages
- Translation
- Data Analysis
- Long-Term Care Insurance
- Counterterrorism
- Defense
- Information Assurance
- Military Operations
- Wealth Preservation Planning
- Databases
- Small Business
- Intelligence
- Sales Process
- Leadership
- Program Management
- Business Succession Planning
- Intelligence Analysis
- Teamwork
- Research
- Succession Planning
- Training
- Security
- Top Secret
- Government Contracting
- Education Funding Strategies
- Dod
- National Security
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