Ava Bidaki

Help multiple Investment advisors manage their book of business by completing the following:

• Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
• Increased client satisfaction by resolving complex issues and providing exceptional service.
• Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
• Help conduct client review meetings by preparing materials for advisors
• Meeting with clients to gather financial information to complete retirement analysis projection.
• Complete client transactions including trade orders, providing statements, tax packages and more.
• Trained and mentored junior staff on client service strategies and techniques.
• Led training sessions for new employees to ensure smooth integration into the company culture and workflow.
• Worked varied hours to meet business needs.

• Responded promptly to customer needs and requests for service.
• Requested referrals from new and existing customers to boost business.
• Provided ongoing support to clients throughout implementation process, addressing concerns and troubleshooting issues as they arose.
• Increased client satisfaction by providing personalized, attentive service and addressing individual needs.
• Investigated and resolved customer inquiries and complaints quickly.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Trained new personnel regarding company operations, policies and services.
• Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
• Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.

• Trained new employees and delegated daily tasks and responsibilities.
• Completed store opening and closing procedures and balanced tills.
• Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
• Responded to and resolved customer questions and concerns.
• Provided customers with drink orders
• Helped management with weekly staff scheduling
• Helped with up-keep of store in staying up to and above standard with health and safety inspections.