Gary Tsou
- Role
- Financial Solution Advisor at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Gary Tsou
Are you aware that more than 1.5 million veterans are uninsured, and 2 million veterans…
Experience
Financial Solution Advisor
Aug 2022 — Present
Lead end-to-end onboarding and maintenance activities for new and existing clients- Provide products and services to each client, working with cross line of business partners - Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience- Act as a key team member leading our clients’ digital experience with the firm; Create ease of access and interaction, while protecting their privacy and security - Drive routines that are effective and efficient; Use Salesforce to track all client and partner activities
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