Max Slavin Email & Phone Number

Ottawa, Ontario, CA

Boston, Massachusetts, US

Providence, Rhode Island, US

New York, NY, US

Charlotte, NC, US

Jersey City, New Jersey, US

• Engage in client relationship management activities for a startup organization that provides a data driven online investment platform to high net worth individuals
• Manage client onboarding by conducting risk assessments, reviewing their investment goals and providing them with information on qplum’s various investment options (Stocks, Bonds, ETF’s)
• Engage with the trading team to provide them updated information on risk parities due to life changes and risk level changes of clients; leading to portfolio adjustments
• Maintain ongoing communication with various clients to update them on portfolio performance and execute any requested portfolio adjustments
• Create new business opportunities by contacting qualified leads, securing referrals and attending industry tradeshows
• Collaborate with Traders, Data Analysts and Engineering teams to ensure a seamless client account setup in all technical applications

New York, New York, US

• Client Relations Associate for a company that provides an online investment advisory platform covers retirement planning, trusts, IRA’s, 401k’s and financial planning
• Collaborated with a Customer Experience Team of 13 to service a large client portfolio with significant assets under management
• Partnered with our 401(k) clients as part of the “Betterment for Business” program and specifically dealt with the regulatory scrutiny of 401(k)’s to ensure all interactions and trades were compliant
• Scrutinized 401(k) accounts for employees of key major corporations that joined the platform to ensure all actions taken were ERISA compliant
• Handled e-mails and calls from clients regarding platform information, services provided, application issues and questions on tax efficiencies
• Educated new clients on system functions, set up and walked them through the portfolio analysis tool

New York, NY, US

• Managed and deepened strategic relationships with JPMC clientele, working with as many as 65 consumer and business clients monthly
• Generated growth in balances through the assessment of client portfolios and referral of products such as maintenance business accounts and investments to consumers
• Schedule regular touch base meetings with customers to provide product recommendations
• Conducted check-in’s with existing customers and business accounts in to ensure satisfaction with their products and review the health of their portfolio
• Collaborated with specialists such as Loan Officers, Business Bankers and Financial Advisors to ensure customers received product specific information for money management decisions
• Utilized product knowledge and relationships to generate $25M in assets for other areas of the bank from HNW individuals with over $1M in assets

Toronto, Ontario, CA

• Interacted with clients to assess their financial needs and determine the product(s) that best met their money management goals
• Exceeded quarterly sales goals on a consistent basis by 50%, which led to my promotion to a "Convenience Concierge”

Cupertino, California, US

• Managed and built relationships with customers to sell and create brand loyalty to popular Apple technology products such as iPhones, iPods and iPads

Scottsdale, AZ, US

• Sold commissioned monthly membership massage packages to clients by communicating the value that the services offered, and by matching the service to the client’s specific needs