Alice Lee

Actively looking

Fremont, California, United States

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

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Service 360 Financial Service Professional

LPL Financial · Full-time

Dec 2025 – Feb 2026 · 2 mos

• Supported financial advisors with higher assets under management by resolving 30-40 complex service inquiries daily. • Sustained average hold times under 2 minutes without sacrificing accuracy or compliance, ensuring callers were consistently informed during research and resolution. • Delivered exceptional service quality by achieving 88% quality assurance scores, leveraging advanced problem-solving and client- focused decision-making. • Maintained 85% schedule adherence while managing high call volumes and timely professional responses to advisor email inquiries.

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Core Service Financial Service Professional

LPL Financial · Full-time

Jan 2025 – Dec 2025 · 11 mos

• Conducted breakout training sessions to facilitate peer learning, knowledge sharing, and collaborative teamwork. • Delivered high-quality service by resolving 30-60 calls per day efficiently and ensuring a positive advisor experience. • Demonstrated strong empathy and active listening skills to understand financial advisors’ needs and provide tailored solutions. • Maintained a high attention to detail while managing multiple systems and customer service software simultaneously. • Adapted quickly to new tools, workflows, and business requirements, showcasing a strong initiative-taking mindset. • Communicated clearly and professionally through verbal and written channels to build trust with advisors and team members.