Chris Vernon
Finance Student at Michigan State University - Eli Broad College of Business
- Role
- On-call Branch Office Administrator at Edward Jones
- Location
- East Lansing, MI, US
- LinkedIn followers
- 500 followers
About Chris Vernon
I am a senior at Michigan State University in the Eli Broad College of Business majoring…
Experience
On-call Branch Office Administrator
Jun 2023 — Present · Tecumseh, MI, US
Improved day-to-day efficiency within the office by creating excel sheets that speed up data-entry and recording information processing, resulting in more accurate management of information and time saving• Assisted financial advisor with client appointments by organizing client information, printing reports, and preparing necessary materials, resulting in smoother meetings with 300+ clients and improved client satisfaction• Enhanced customer service experience by answering complex financial questions, delivering clear, accurate information resulting in improved customer satisfaction and knowledge • Demonstrated proficiency in financial planning software Money Guide Pro by efficiently converting 50+ profiles of customer data and information and created detailed financial plans that improved overall client planning efficiency in the office
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.