Tristan Heath

• Work with 401K participants helping with short term needs, while connecting those needs to long term planning
• I help dive into underlining issues through tactful questioning leading to self discovery.
• Focus on long term planning within the 401k plan. Looking into investing and savings while discovering best next step outside the 401k plan.
• Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.

- Probing, uncovering, and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities

-To help with service needs in 401k plans and turn that into long term planning.

- Reach out to participants recently termed or in need of annual review in managed account.

- Responded to customer requests for products, services, and company information.

- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

- Drafted financial plans to offer recommendations and supporting data.

• Responded to customer requests for products, services, and company information.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
• Dealt with restricted Stock Units and Employee Stock options
• Placed trades of RSU stock and exercise employee stock option

• Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.