Jasmine Le

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• Provide a seamless onboarding process for new clients while retaining and strengthening clients’ relationships by leveraging firm’s tools and platform • Perform various administrative duties (manage FAs’ calendars, event planning, place trades, perform accounting transactions, etc) • Analyze clients’ portfolios to prepare for clients’ performance reviews and make necessary recommendations to FAs

• Routinely working with consumer and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs • Continuously excelling on sale goals • Leveraging available resources and technologies to optimize the client experience and executing sales and service tactics, activities and processes

• Solve and efficiently escalate clients’ issues • Provide coaching to tellers for successful referral plays • Prep for audit in compliance to bank regulations and policies

• Effectively, professionally, and efficiently process transactions • Build & strengthening clients' relationships by referral plays and offering solutions