Cindy Turple

• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
• Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
• Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.

•Processing of advisors paperwork and answering clients concerns by phone.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Processed customer transactions promptly, minimizing wait times.