Driven business professional with a B.S. in Business Administration (Finance) from the University of California, Riverside. Currently a Financial Service Professional at LPL Financial, resolving complex advisor inquiries and improving service processes. Skilled in problem-solving, client communication, and financial analysis, with the ability to manage multiple systems and adapt quickly in fast-paced environments.
Experience
Service 360 Financial Service Professional
LPL FinancialDec 2025 – Feb 2026
<p>• Supported financial advisors with higher assets under management by</p><p>resolving 30-40 complex service inquiries daily.</p><p>• Sustained average hold times under 2 minutes without sacrificing</p><p>accuracy or compliance, ensuring callers were consistently informed</p><p>during research and resolution.</p><p>• Delivered exceptional service quality by achieving 88% quality</p><p>assurance scores, leveraging advanced problem-solving and client-</p><p>focused decision-making.</p><p>• Maintained 85% schedule adherence while managing high call volumes</p><p>and timely professional responses to advisor email inquiries.</p>
Core Service Financial Service Professional
LPL FinancialJan 2025 – Dec 2025
<p>• Conducted breakout training sessions to facilitate peer learning,</p><p>knowledge sharing, and collaborative teamwork.</p><p>• Delivered high-quality service by resolving 30-60 calls per day</p><p>efficiently and ensuring a positive advisor experience.</p><p>• Demonstrated strong empathy and active listening skills to understand</p><p>financial advisors’ needs and provide tailored solutions.</p><p>• Maintained a high attention to detail while managing multiple systems</p><p>and customer service software simultaneously.</p><p>• Adapted quickly to new tools, workflows, and business requirements,</p><p>showcasing a strong initiative-taking mindset.</p><p>• Communicated clearly and professionally through verbal and written</p><p>channels to build trust with advisors and team members.</p>
Education
Bachelor of Science, Business Administration- Finance
Sep 2021 – Jun 2024
Languages
- English
- Native or bilingual proficiency
- Korean
- Native or bilingual proficiency