Ryan J Wilson
- Role
- Customer Service Representative i at Capital Group
- Location
- Rockville, MD, US
- LinkedIn followers
- 500 followers
About Ryan J Wilson
Accomplished professional with over 15+ years of demonstrated ability to build and…
Experience
Customer Service Representative i
Apr 2022 — Present
Works independently handling investors, financial professionals, and broker assistant’s requests via phone, email, faxEducate customers on the full scope of products, services, and systemsResearch financial transactions, perform account maintenance, and analyze market conditions Identify and bring about quick financial resolutions that mitigate potential risks Detect trends and opportunities of improvement and provide recommendations Manage difficult situations with customers and provide clients with information and data
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