We resolve administrative red-tape issues for...Newly appointed executors of an estateIndividuals handling the affairs of a deceased loved onePowers of attorney caring for aging parents and/or family members

Develop and maintain wealth management relationships between clients and Investment Advisors. Proactively handle onboarding process with clients and act as point of contact for all administrative questions and concerns.

• Promoted to Sr. Relationship Manager due to excellent work ethic and an organizational impact. • Utilized customer consultative sales approach to define customer goals and developed solutions that cultivated strong relationships with customers.• Received Customer Advocate Award (Q3: 2014) and Excellence in Action Award (Q2: 2015) due to exceptional work ethic.• Scheduled 15-20 appointments per week which involved all aspect of financial planning, resulting in exceeding goal by 55%. • Acted as a relationship manager to existing customers, providing continuing financial advice as appropriate, determines customer’s commercial loan and deposit needs and deepens existing customer relationship.• Worked closely with business partners in commercial, securities, and mortgage departments to create additional customer contact and sales opportunities. • Analyzed current financial situations for 100+ clients and created detailed reports with 99.9% accuracy rate. • Contributed to the training and motivation of team members in areas of wealth management and relationship management. • Made tough decisions, taking on and addressing complex staffing issues resulting in managing out of one employee and turning another 180 degrees, driving that employee improvements. • Collaborated with technology vendors team to review portfolio’s needs, develop action items to meet them and enable financing of additional volume resulting in properly sized credit lines through peak periods of the year.

• Oversaw client onboarding process and continued to cultivate client relationships. Served as a main point of contact for client needs and request. • Performed all aspect of account maintenance including transfer, wires, check issuance and documents request.• Executed trades and established 20+ accounts in less than a year. Organized and managed daily tasks for the team.

• Prepared and conducted prospective client presentations, introducing the firm capabilities, team expertise, market structure, market performance and highlighting investment opportunities and recommendation based on individual client needs. • Cultivated relationships with high-net-worth investors and formulated investment strategies that preserved and grew wealth through disciplined approach across multiple asset classes. • Analyzed client's financial goals to develop customized financial plans and recommend investment strategies. • Recruited to perform all aspect of a financial advisor including developing strategies for maintaining and further developing existing client relationships through warm calling and referral system with various partners. • Attracted new clients through networking, seminar facilitation and 1-1 meeting. Serviced and monitored existing client assets by applying proper asset allocation fundamentals.