Vedran Huzbasic
Santa Clarita
Summary
Dynamic professional with over 12+ years of experience in financial services, excelling at Wells Fargo in relationship building and technical troubleshooting. Proven track record of enhancing customer satisfaction and streamlining workflows. Adept in Salesforce and data analysis, combining strong communication skills with a commitment to delivering innovative solutions.
Overview
17
17
years of professional experience
Work History
Advisor Support Representative
Altruist
Los Angeles
01.2023 - Current
- Provide dedicated support to financial advisors, assisting with onboarding, account management, and platform navigation
- Troubleshoot and resolve technical issues related to Altruist's investment platform to ensure seamless user experience
- Collaborate with cross-functional teams including operations, compliance, and product to streamline advisor workflows
- Deliver excellent customer service through timely responses to advisor inquiries via phone, email, and chat
- Contribute to the continuous improvement of internal processes and support documentation to enhance efficiency and advisor satisfaction
- Maintain in-depth knowledge of Altruist's platform features and financial products to provide expert-level guidance to advisors
- Demonstrate strong technical aptitude, quickly adapting to modern tech stacks and ticket management systems such as Salesforce and Jira
- Exhibit a high level of ownership, taking pride in all aspects of work with unparalleled attention to detail and accountability
- Utilize superb communication skills, engaging in intentional dialogue by actively listening and effectively sharing insights with team members and clients
- Maintain resilience, showing unwavering determination to achieve success and overcome challenges in a fast-paced environment
- Provide assurance through confident yet ego-free interactions, combining a strong knowledge base with curiosity and openness to new perspectives
- Apply creative problem-solving strategies, not only identifying issues but also delivering innovative and effective solutions to complex roadblocks
Senior Client Engagement Expert
Aspiration Financial, LLC
Marina Del Rey
01.2018 - 05.2023
- Promote Aspiration's products by providing expert knowledge to educate users on the financial industry
- Build and develop new relationships by placing outbound calls to educate customers and prospects about retail banking products and services
- Work closely with the marketing team, providing direct support on multi-channel marketing activities, lead conversion and provide support to other departments as requested
- Maintain account information, oversee customer engagement data analysis in Looker and Zendesk to inform KPIs for support team and business development
- Helped implement proactive customer service initiatives aimed at delighting our clients and building lasting relationships
- Decreased ticket response times, increased customer satisfaction month over month ensuring company standards in all interactions are met and exceeded
Premier Banker - Brokerage Associate
Wells Fargo Bank, N.A.
Santa Monica
01.2011 - 01.2018
- 7+ years of financial lending experience, mentoring and peer-coaching other team members
- Selling retail banking and business products and services to customers and prospects
- A trusted professional to our affluent, high net worth clients specifically in area of managing portfolios in conjunction with cross-selling of multiple Wells Fargo products
- Building strong relationships with customers to identify new opportunities and deepen current relationships in order to increase customer base and profitability
- Consistently recognized by management for providing expert company and business product knowledge to colleagues and efficiently solving clientele concerns and issues
- Developing and maintaining strong partnership with Wells Fargo specialized team members to handle private clients complex lending and business operational needs
- Strong aptitude in resolving multifaceted customer situations effectively while delivering the highest level of customer satisfaction
- Assessing the client's needs and recommending investments, retirement, and Wells Trade solutions
- Engaging with Financial Advisors to help and deliver the best possible solutions for high net clients
- Managing customer portfolio, services relationships and cross-sells all products and services
- Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
Marketing Associate
Pro Source Services
Tampa
01.2009 - 01.2010
- Worked in business development and direct marketing
- Helped develop various sales and marketing strategies
- Identified leads and prospects, regularly meeting and exceeding sales goals
- Trained multiple new hires
- Interacted with customers on a daily basis to ensure client satisfaction
- Attended multiple professional development seminars across the US and abroad
OSCE (Organization for Security and Cooperation in Europe)
Sarajevo
01.2008 - 01.2009
- Community policing activities - support in implementation of projects related to community development and citizens' participation
- Researched and prepared background information on response to particular queries from Community Development Manager and Participation Advisor (Supervisors)
- Reviewed, analyzed and summarized documents
- Assisted Supervisors in the monitoring of programmed implementation
- Attended meetings and roundtables in the capacity of a representative of the Democratization Department as necessary
- Accompanied the Supervisors to provide interpretation services during meetings, conferences, seminars, round table meetings, etc., and prepared reports on those events as requested
- Drafted correspondence in English; prepared summaries of relevant documents, helped with other administrative duties
Education
Bachelor of Science - Business Administration Management and Marketing
Bethel University
McKenzie, TNSkills
- Microsoft Office
- Account management
- Technical troubleshooting
- Salesforce proficiency
- Jira management
- Workflow optimization
- Relationship building
- Data analysis
- Financial products
- Creative problem solving
- Collaboration skills
- Effective communication
- Attention to detail
- Report generation
- Time management
- Analytical thinking
- Active listening
- Compliance requirements
- Word
- Excel
- Business development
- Management
- Sales
- Consumer products
- Written communication
- Verbal communication
Certifications Awards
- FINRA Series 6
- FINRA Series 63
- California Life Insurance License (Including Variable Contracts & Annuities)
- Circle of Stars Award 2011-2016
- Star Performer Award 2011-2016
- Service Excellence Award 2011-2016
Timeline
Advisor Support Representative
Altruist
01.2023 - Current
Senior Client Engagement Expert
Aspiration Financial, LLC
01.2018 - 05.2023
Premier Banker - Brokerage Associate
Wells Fargo Bank, N.A.
01.2011 - 01.2018
Marketing Associate
Pro Source Services
01.2009 - 01.2010
OSCE (Organization for Security and Cooperation in Europe)
01.2008 - 01.2009
Bachelor of Science - Business Administration Management and Marketing
Bethel University
Similar Profiles
Igor TseluikoIgor Tseluiko
Principal Engineer/Group Lead at AltruistPrincipal Engineer/Group Lead at Altruist
Jeremy JarrettJeremy Jarrett
Sr. Manager Program Management at AltruistSr. Manager Program Management at Altruist
Kimberly GiannettiKimberly Giannetti
Senior Director of Customer Success at AltruistSenior Director of Customer Success at Altruist