Brannon Claxton
Douglasville
Summary
Driven registered Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious sales professional with 3 years' experience in Finance .
Overview
9
9
years of professional experience
1
1
Certification
Work History
Participant Relationship Manager
Morgan Stanley
02.2023 - Current
- In this role I am responsible for assisting participants in navigating their equity compensation plans. We guide participants to understanding through education. I am responsible for making trades per the customer request and explaining settlement procedure. We handle all aspects of their accounts from activating to navigating complex issues such as restrictions and tx implications. We assist in disbursement of funds as well as deposits into the account. We offer a basic understanding of tax ramifications of their actions. We offer an excellent opportunity to participants to discuss their financial future with one of our licensed financial advisors.
Integrated Solutions Manager
AT&T
04.2021 - 02.2023
- In this current roll, I am responsible for selling our cell phone services to customer who currently have other AT&T entertainment and internet services. I am dispatched to homes that have either new install appointments or repair appointments. I am responsible for offering them and selling them cell phone service utilizing our exclusive offers and promotions. We offer a white glove experience by bringing all phones and devices to customer home and transferring all data. We handle transaction from beginning to end offering the customer a unique and pleasurable experience.
- My goal is to convert as many customers as possible from other carriers to AT&T I am sales and customer service driven as I have monthly goals and stringent metrics to meet. My success depends on a positive attitude and a willingness to work hard and succeeded.
Customer Service Representative
AT&T
05.2020 - 04.2021
- In this Role, I was responsible for the following:
- Answering customer questions, complaints, and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. Offers alternative solutions where appropriate with the objective of retaining customer's business.
- Handling business transactions in connection with activation of new customer accounts on a computer terminal. Communicates with customers using web-based tools and demonstrates the associated proficiency in typing and grammar.
- Making financial decisions to protect/collect revenues and adjusts customer accounts. May be required to achieve a sales quota. Has broad working knowledge of AT&T practices and operations and demonstrates continued and consistent proficiency in most of the skill sets utilized within the Host Call Center.
- Assisting management with scheduling and tracking of the workforce and vacation schedules in accordance with set Company guidelines and requirements. May assist in training new employees. Performs other duties as assigned by management.
- Administering system functions on all opening, closing, and balancing procedures to according to finance guidelines
- Selling and provisioning wireless services, products, features, equipment and accessories
- I am also responsible for credit/inbound and outbound collections, activation, customer service, E-services, revenue, fraud, business and technical/roaming support inquiries, and other duties as required
Medical records and Customer Service Coordinator
Lincoln Financial Group
03.2017 - 10.2019
- In this position I was responsible for requesting medical records from providers on the behalf of our claims examiners to aid in determining eligibility for their claimants long or short time disability application. In this position, I am responsible to ensure that each and every request is to be processed both in a timely manner and with extreme accuracy. This is a production driven position which requires attention to detail as well as a production driven focus.
- The other aspect to this position is the paying of invoices once our requests are received and records are returned to us. It is my responsibility to ensure that all invoices are paid in a timely manner and that each charge is in accordance with the applicable state statutes. There is also a large focus on customer service as a proper relationship between myself and our claims examiners as well as our customers is steadily maintained.
Education
Bachelor of Science - Accounting
Liberty University
Lynchburg, VA03.2018
Skills
- Relationship building and management
- Banking
- Equity and fixed income markets
- Sales proficiency
- Customer relationships
- Team leadership
- Critical thinking
- Excellent communication
- Wealth management
- Employee equity awards
- Financial services
- Compliance risk management
Certification
FINRA SIE and Series 7 as well as NASAA Series 63
Timeline
Participant Relationship Manager
Morgan Stanley
02.2023 - Current
Integrated Solutions Manager
AT&T
04.2021 - 02.2023
Customer Service Representative
AT&T
05.2020 - 04.2021
Medical records and Customer Service Coordinator
Lincoln Financial Group
03.2017 - 10.2019
Bachelor of Science - Accounting
Liberty University