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Client Associate - The Fries Wealth Management Group Resume Example

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CLIENT ASSOCIATE - THE FRIES WEALTH MANAGEMENT GROUP
Career Focus
Relationship Manager focused on maximizing sales by managing all accounts systematically and logically. Strongly Believes consistency and dedication build the most successful business partnerships.
Highlights
  • FINRA Series 6 License
  • FINRA Series 63 License
  • Bilingual in [English and Spanish]
  • Reliable
  • Excellent time management skills
  • Inspiring team leader
  • Flexible
  • Excellent communication skills
  • Sales force training
  • Effective team player
  • Dependable and reliable
Professional Experience
03/2015 to Current
Client Associate - The Fries Wealth Management GroupMerrill Lynch － Chicago, IL
  • Took daily inbound calls and key-entered orders, faxes, backorders and credit memos for assigned accounts and clients.
  • Measured loan submissions based on quality control plans and investor regulatory compliance standards.
  • Implemented financial planning recommendations.
  • Assisted senior-level credit officers with complex loan applications.
  • Maintained confidentiality of bank records and client information.
11/2011 to 03/2015
Relationship BankerJP Morgan Chase － Elmhurst, IL
  • Managed a book of business containing [15+] accounts.
  • Scheduled an average of [3] appointments per day.
  • Upsold add-on services to existing customers, generating Growth in balances.
  • Completed on average [10+] daily outbound calls generating sales and referrals.
  • Addressed customer questions and concerns regarding products, fees, along with terms and conditions.
  • Delivered exceptional account service to strengthen customer loyalty.
08/2003 to 11/2011
Sales AssociateBest Buy Co － Melrose Park, IL
  • Addressed customer questions and concerns regarding products, prices and availability.
  • Trained sales teams on new technology products at seminars and special events.
  • Answered customers' questions about products prices, availability, uses and credit terms.
  • Managed [5+] Employees.
  • Delivered exceptional account service to strengthen customer loyalty.
Education
2005
High School DiplomaProviso East High SchoolLeadership Academy
Languages
Bilingual Spanish/English Fluent reading/writing Spanish.
Skills
Automotive, book, cold calling, Strong interpersonal skills, credit, customer service skills, English, special events, Leadership, communicator, reading, selling, sales, seminars, Spanish, Bilingual Spanish
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Resume Overview

Companies Worked For:

  • Merrill Lynch
  • JP Morgan Chase
  • Best Buy Co

School Attended

  • Proviso East High School

Job Titles Held:

  • Client Associate - The Fries Wealth Management Group
  • Relationship Banker
  • Sales Associate

Degrees

  • High School Diploma

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