Years of experience: 9

ActorCustomer ServiceData EntryEntertainmentCase ManagerClient Relations Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Michelle's Career Path
Registered Administrative AssistantJan. 2000 -
Jan. 2004
UBS Wealth ManagementRegistered Administrative Assistant
Greater Boston AreaMaintained client brokerage accounts for team of 2 Financial Consultants managing $220 million in assets. Handled all account opening, management and performed trading duties. Series 7 & 65 licensed. Handled scheduling delivered superior customer service.
Training SpecialistJan. 1996 -
Jan. 1997
Merrill LynchTraining Specialist
Pacific Northwest RegionSuccessfully completed comprehensive and intense Train the Trainer program for firmwide computer system overhaul. Facilitated group and individual training to FC and Administrative Assistants in over 15 branch offices throughout the country. Prepared and developed ML Online Guide for FC and Administrative Assts for San Francisco branch office and consequently, distributed to Texas, Virginia a...
Registered Administrative AssistantJan. 1992 -
Jan. 1996
Merrill LynchRegistered Administrative Assistant
San Francisco Bay AreaMaintained client brokerage accts for three Financial Consultants with assets exceeding $150 million;responded to client's needs w/consistent client contact. Actively traded equities, mutual funds and bonds;reconciled client account.

Michelle's Posts

  • About myself

    Proficient in client relations, adept at maintaining precise and organized files. Recognized as Assistant of the Month thrice. Successfully passed Series 7 and 63 exams on the first attempt. Specifically recruited from Merrill Lynch to UBS with my team.

  • Job Description

    Seeking a dynamic and inclusive workplace that values employee well-being and diversity. Open to opportunities in smaller or boutique firms that offer a collaborative and engaging environment.

  • How to contact

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