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.
Accomplishments
PSAC Scholar Athlete - Mansfield University
Regional Outstanding Client Service Associate Award -2018
Skills
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 Stanley – Red 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 Stanley – Saint 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 Bank – New 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 Bank – City, 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.
Education
: Business Administration And Management, Expected in Bucks County Community College - Newtown, PA GPA:
: Business Administration And Management, Expected in Mansfield University Of Pennsylvania - Mansfield, PA GPA:
Diploma: General Studies, Expected in Pocono Mountain East High School - Swiftwater, PA GPA:
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