Mai Pa Vang Email & Phone Number

Saint Paul, Mn, Us

Saint Paul, Mn, Us

Minneapolis

I am responsible for the administration, compliance, reporting and servicing for U.S. Bancorp Asset Management’s Separately Managed Accounts (SMA). I serve multiple clients as their primary contact, delivering high level of client service. I regularly communicate with clients who represent different levels of sophistication including Corporate Treasurers, CFO’s, Administrators and Compliance professionals. I manage information flows between clients, internal groups, relationship managers and product partners daily. I respond to portfolio and strategy specific questions both verbally and in writing. I will support additional sales initiatives, marketing and service activities as needed. I collaborate with Relationship Managers in all aspects of sales and client management, including managing existing client relationships, preparing for and attending meetings, and ensuring appropriate follow up with clients. I am also responsible for our client onboarding process and I ensure compliance with our policies and procedures. I will work with our accounting, portfolio compliance and trading desk to ensure smooth implementation of new clients.I thrive in an environment where I can contribute both within a team environment and independently. I can balance operational challenges and compliance considerations with exceptional client service.

Minneapolis, Minnesota

• Professionally presents fiduciary advice/recommendation to clients by properly utilizing the policies, tools, resources and guidance provided by the firm for both retirement and taxable investment accounts• Excellent verbal and written communication skills due to the direct contact with Edward Jones' clients. I am able to understand and communicate rationale for solutions based advice, research opinions, fees, portfolio recommendations, account solutions, tax implications, and industry trends• Daily inbound and outbound calls from/to clients and branches regarding any needs, questions, requests they may have when the Financial Advisor is not available

Champlin, Minnesota

• Completed a 9-month Financial Advisor training program • Researched and developed a business plan to engage with the community for my financial advisory business • Identified client financial needs and goals in order to generate financial plans and investments tailored to individual clients • Utilized existing and proven sales model methodologies for door-to-door prospecting and calls

• Successfully cross-sold products and services to meet client’s financial needs • Provided great customer service to bank members leading to returning customers, new account leads and expanding business into the community • Completed the monthly compliance and regulatory audit for the branch ensuring that the bank stays within company guidelines for safety and banking operations• Community outreach to low-income communities to open bank accounts for financial well-being • Discussed over-draft prevention and educated customers on responsible money habits

Bachelor'S Degree, Personal Finance

Education record