Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Service-focused senior register client service associate bringing unparalleled skills in customer relations, task prioritization, trading, portfolio modifications/ review preparations and time management. Motivated to directly and efficiently address client concerns head-on while developing proactive solutions to mitigate risk. Proficient in Microsoft Office Suite with 10+ years of expertise in related roles.


PSAC Scholar Athlete - Mansfield University

Regional Outstanding Client Service Associate Award -2018

  • Compliance adherence
  • Equity & fixed income
  • Portfolio modifications
  • Account opening
  • Strategic sales knowledge
  • Money handling abilities
  • Staff education and training
  • Reporting & data entry
  • Scheduling
  • Account management
  • Service recommendations
  • Portfolio reporting
  • Proficient in Microsoft Product Suite
  • Risk mitigation
Work History
Senior Registered Client Service Associate, 07/2020 to Current
Morgan StanleyRed Bank, NJ,
  • Optimized customer support by establishing collaborative service environment.
  • Handle calls and scheduling for wealth managers.
  • Open investment accounts.
  • Handle portfolio modifications and client review preparations.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Maintained up-to-date knowledge of product and service changes.
  • Effective liaison between customers and internal departments.
  • Receive and execute trade orders from clients.
  • Review wealth manager commissions for accuracy.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.
  • Promoted available products and services to customers during service, account management and order calls.
  • Applied highly effective selling skills while properly engaging and presenting solutions to customers.
Senior Registered Client Service Associate, 02/2016 to 07/2020
Morgan StanleySaint Paul, MN,
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
  • Handled buy and sell orders of financial instruments.
  • Monitored fund and equity investments, including inflows and outflows.
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Trained team members on operating procedures.
  • Increased efficiency and performance by monitoring team member productivity and providing feedback.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Private Client Banker, 04/2014 to 02/2016
Woodforest BankNew Orleans, LA,
  • Assisted customers with setting up personal and business accounts, completing loan applications and cross selling related products.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Achieved consistent recognition as top sales performer.
Retail Banker, 06/2011 to 04/2014
Woodforest National BankCity, STATE,
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Consistently exceeded monthly sales goals.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Provided in depth training to newly hired associates.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
: Business Administration And Management, Expected in
Bucks County Community College - Newtown, PA
: Business Administration And Management, Expected in
Mansfield University Of Pennsylvania - Mansfield, PA
Diploma: General Studies, Expected in
Pocono Mountain East High School - Swiftwater, PA
  • Licenses: - Series 6, Series 63, Series 7

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School Attended

  • Bucks County Community College
  • Mansfield University Of Pennsylvania
  • Pocono Mountain East High School

Job Titles Held:

  • Senior Registered Client Service Associate
  • Senior Registered Client Service Associate
  • Private Client Banker
  • Retail Banker


  • Diploma

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