Josh Ogundimu
Buford
Summary
Result-driven, with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
E*TRADE From Morgan Stanley
07.2022 - 12.2024
- Promoted available products and services to customers during service, account management, and order calls.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Retained updated knowledge of market competition and related offerings to generate favor for advisors.
- Placed trades, handle money movements and account transfers for clients.
Administrative Assistant
Brightview Accounting
11.2020 - 07.2022
- Assist in preparing financial statements and help maintain accurate AP/AR books
- Perform daily accounting tasks such as monthly financial reporting, general ledger entries, payments record and adjustments
- Help make calls and emails to clients in a professional and timely manner.
- Transcribed and organized information to assist in preparing speeches and presentations.
Customer Service Representative
CORE Response: Community Organized Relief Effort
11.2020 - 06.2021
- Provided excellent care and service to patients needing COVID-19 testing and vaccine
- Made calls to patients about tests, results, and answered any questions
- Organized van when packing up or moving sites for the mobile unit.
Financial Analyst Intern
Publix Super Market
07.2019 - 04.2020
- Analyzed and monitored statistical data trends.
- Prepared informational tax spreadsheets.
- Monitored organization's performance against competitors.
- Maintained database by verifying information and recording new information when needed.
Education
Bachelor of Business Administration - Finance
Kennesaw State University
Skills
- Microsoft Proficient
- Interpersonal skills
- Financial reporting
- Strategic thinking
- Retail Investment
- Accounting
- Money management
- Selling techniques
- Client servicing
- Virtual market understanding
Certification
SIE
Series 7
Series 63
Timeline
Client Relationship Manager
E*TRADE From Morgan Stanley
07.2022 - 12.2024
Administrative Assistant
Brightview Accounting
11.2020 - 07.2022
Customer Service Representative
CORE Response: Community Organized Relief Effort
11.2020 - 06.2021
Financial Analyst Intern
Publix Super Market
07.2019 - 04.2020
Bachelor of Business Administration - Finance
Kennesaw State University
Certifications
09-2022