Joan Brody Email & Phone Number | Client service oriented Financial Professional with an impressive 20 year track record of success providing swift resolution to Financial Advisor inquiries, ultimately cultivating loyalty with customer satisfaction. Team player with polished communications skills: verbal, written, interpersonal and rapport building: •Demonstrate sense of urgency in busy call center environment in broker retail industry •Possess exceptional ability to build productive relationships, resolve complex issues and win customer loyalty. •Demonstrate outstanding problem solving and active listening skills-able to diffuse difficult Advisor situations with tact and ease

Joan Brody

Client service oriented Financial Professional with an impressive 20 year track record of success pr...
New York, New York, United States

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Joan Brody’s Email jbrody8@nyc.rr.com

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Joan Brody’s Location New York, New York, United States

Joan Brody’s Current Industry Aig Royal Alliance

Joan Brody’s Prior Industry Ubs | Ubs Investment Bank | Furman Selz

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Broker Call Center Service Analyst

2008-01-01 00:00:00 - Present

Account Manager

1994-06-01 00:00:00 - 2004-10-01 00:00:00

Prime Broker Client Service Rep

1994-01-01 00:00:00 - 2004-01-01 00:00:00

Prime Broker Associate

1992-01-01 00:00:00 - 1996-01-01 00:00:00

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Joan Brody is a Client service oriented Financial Professional with an impressive 20 year track record of success providing swift resolution to Financial Advisor inquiries, ultimately cultivating loyalty with customer satisfaction. Team player with polished communications skills: verbal, written, interpersonal and rapport building: •Demonstrate sense of urgency in busy call center environment in broker retail industry •Possess exceptional ability to build productive relationships, resolve complex issues and win customer loyalty. •Demonstrate outstanding problem solving and active listening skills-able to diffuse difficult Advisor situations with tact and ease