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
