Jessica Yates
San Diego
Summary
Service-driven professional committed to empowering advisors through responsive support, improving processes, and meaningful relationship building. Recognized for anticipating advisor needs, addressing obstacles with urgency, and fostering a environment where advisors feel confident in the support they receive.
Overview
9
9
years of professional experience
Work History
Multi-Skilled Service Professional
LPL Financial
09.2023 - Current
- Directly supports advisors through the use of cross-functional skills to deliver accurate and timely client assistance.
- Provides hands-on guidance and empowers advisors by walking them through the Move Money and Account Transfers tools.
- Supports end-clients by addressing a broad range of requests ranging from checking account balances, troubleshooting AccountView access, and check disbursements.
Barista
Starbucks
03.2023 - Current
- Builds rapport with new and returning customers to promote Starbucks's mission by making the moment right.
- Skilled in preparing coffee, tea, and pastry orders accurately to exceed customer expectations.
- Demonstrates exceptional multitasking capabilities, transitioning between roles with flexibility to meet company needs.
Product Flow Specialist and Keyholder
Best Buy
06.2017 - 03.2023
- Delivered premium client service through operational efficiencies to deliver a world class omnichannel experience.
- Collaborated with senior staff to tackle work-related issues and building relationships with cross-functional partners.
- Supported the front-end operations team by ringing out clients, processing returns, scheduling appointments, and providing guidance to navigate challenging orders.
- Served as as Wellness Ambassador by advocating for fellow employees while being the face of support and compassion.
Education
Biology
San Diego Miramar College
San Diego, CASkills
- Move Money
- Margin
- New Accounts
- Direct Business
- Advisory
- Account Transfers
- Investor Services (Client Line)
Accomplishments
- Excels in quality assurance with an average score of 90% and above. As a result, was hand-picked to collaborate with a select group of peers trusted to develop a training aimed to enhance the application of the SMART model.
- Ranked #1 in Core Service for February 2026
- Selected to participate in Y-Cording Pilot Program in effort to introduce employees from different departments to common Service calls. In doing so, they gained a deeper understanding in Service processes to ultimately improve advisor experience.
Timeline
Multi-Skilled Service Professional
LPL Financial
09.2023 - Current
Barista
Starbucks
03.2023 - Current
Product Flow Specialist and Keyholder
Best Buy
06.2017 - 03.2023
Biology
San Diego Miramar College