Years of experience: 15

United StatesData EntryAssistantClient Relations SpecialistCustomer ServiceTranslator

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Agnes's Career Path
Senior Registered Client Service AssociateAug. 2021 -
Present
Morgan StanleySenior Registered Client Service Associate
Sarasota, Florida, United StatesSERIES 7/SERIES 66 Certification * Facilitates client profiling and onboarding for multiple teams. * Opens new accounts and facilitates fund transfers through multiple channels. * Fulfills client orders on specific portfolio items. * Assists clients with account related digital platform adoption. * Coordinates domestic and international wire transactions. * Provides ongoing new hire training.
Wealth Management Client AssociateMay. 2018 -
Apr. 2021
Merrill LynchWealth Management Client Associate
Florence, Alabama* Maintained client and prospect engagement system. * Initiated client onboarding, including client digital experience. * Facilitated new hire training. * Managed day-to-day business operations at the branch office, including overseeing cashiering functions and reporting for audits. * Maintained team website. * Managed daily FA items including business expense reporting and scheduling. * Hand...
Owner/Manager of OperationsApr. 2015 -
Nov. 2018
Green Valley Recycle, LLCOwner/Manager of Operations
Florence, Alabama Areahttp://greenvalleyrecycle.com * Managed and maintained clients of residential curbside recycling pickup company. * Implemented self-established communication strategy for the improvement of quality issues in servicing residential customers. * Received reports on changes in standards and performance and established necessary response system to resolve the changes. * Managed and maintained webs...

Agnes's Posts

  • How I can help you

    Optimize daily tasks and achieve long-term goals with streamlined processes. My expertise in business development and project management enhances efficiency and problem-solving. Extensive training experience ensures seamless team integration.

  • People I am looking for

    Looking to partner with established businesses in the USA and Europe. Seeking collaborations with firms of any size to enhance operational efficiency and achieve strategic objectives.

  • Experience & Cases

    Trained new hires in wealth management, shortening the learning curve from 3 years to 6 months. Improved onboarding by 200%. Achieved 25% higher digital banking usage, excelling in client relations.

  • How to contact

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