Patti McLean
Branch Office Administrator @Edward Jones
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WORK HISTORY
Branch Office Administrator @Edward Jones
WI, US
The primary role of this position is to provide excellent customer service and assist the financial advisor in allowable activities per the SEC & FINRA Worked in Multiple FA (4)and multiple BOA (3)office. Answered phones and scheduling appointments. Reviewed client accounts for missing information.Managed client profiles and made necessary changes as requiredDeliver exceptional client service by proactively meeting clients\' needsReview both cash and holdings when client requested funds from account.Training on new client software going live in May
EDUCATION
Blackhawk Technical College
Business Management Associates Degree, Business Management
SKILLS
ABOUT PATTI MCLEAN
Branch Office Administrstor
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