Carlton W.
Carlton Williams - Owner of H.U.S.T.L.E. Industries
- Role
- Financial Processor at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Processor
Jul 2021 — Present
Financial Account Set-Up ProcessorsGrade Level: IC3Licensing Required: NonePrimary Tasks-Interprets, researches and processes client requests on our mutual fund and brokerage platforms to open accounts. Leverages online resources and past experience to independently meet challenges and provide viable alternative solutions as needed-Consistently follows policies and procedures for completing work while independently utilizing systems and resources effectively-Adheres to standard work/workflows, vocalizes opportunities to improve upon it. Actively suggests enhancements to processes-Maintains balance between quality and productivity to meet department standards-Collaborates with peers and business partners to continually enhance the client experience-Identifies trends and escalates critical issues for timely communication and improved self-provisioning of business partners-Assisting client\'s profiles with opening their accounts on the back-end and front-end in BETA,VAST and other systems.Key Skills: Time ManagementRelationship ManagementAttention to DetailProblem SolvingClient Focused
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