Jacqueline R. Messado
Leesburg,FL
Summary
Experienced Portfolio Associate with over six years of experience in the wealth management industry. Excellent reputation for resolving problems and improving customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Portfolio Associate
Morgan Stanley
The Villages, FL
02.2016 - Current
- Greeted guests in with friendliness and professionalism.
- Assistant to multiple Financial Advisors, prepare financial reports, spreadsheets, and additional materials for client meetings
- Onboard new clients, establish new accounts, review money movement and deposits
- Assist operational request, buy, sell of securities, stock quotes
- Assist team with marketing strategy, maintaining digital media platform and planning client events
- Seek opportunity to cross-sell additional products and services to client
- Provide existing and new clients outstanding customer service
- Prepare trade corrections, maintain records for compliance
- Liaison between branch and service department
- Perform administrative duties, Sales position, assist in acquiring, retaining and deepening customer relationships
- Assist with entering data into the Goals Planning System
- Attend to office operations and required paperwork.
- Coach, assist with training new employees, help create individualize training, mentoring through first year of being hired.
Licensed Relationship Banker/Manager on Duty
JPMorgan Chase
, N.A.
01.2010 - 02.2016
- Assist current customers with their financial needs
- Discover new opportunities to strengthen client’s relationship with Chase via lending, investing and business opportunities
- Acting Branch Manager if they are not available, assist with proper staffing, coaching, dealing with irate customers, and make sure that employees are in compliance.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Exceeded goals through effective task prioritization and great work ethic.
Bilingual Licensed Financial Specialist
Wachovia Bank, A/ Wells Fargo
Atlanta, GA
03.2004 - 12.2009
- Build long-term advisory relationship with each client by analyzing situations from client’s perspective with goals of achieving results
- Conducted Financial Needs Analysis and provide recommendation on different
- Helped developed and implement sales initiative programs to drive sales and product goals
- Led meetings and huddles to effectively implement new sales strategies, service performance, educate team members on new products, services and bank policies to effectively assist current and prospective clients to ensure optimal customer service
- Sales call, Assisted with Hiring, training/developing, motivating, coaching, evaluating and retaining qualified staff.
Education
Bachelor of Arts - International Affairs
Florida State University
2003
Skills
- Decision Making
- Problem Anticipation and Resolution
- Salesforce CRM
- Responding to Difficult Customers
- Creative Problem Solving
- Multitasking and Prioritization
- Willing to Learn
- Building Customer Trust and Loyalty
- Efficient and Detail-Oriented
- Upbeat and Positive Personality
Additional Information
- Professional Licenses: , Series 7 (General Securities Representative Exam) Series 63-(Uniform Securities Agent State Law Exam) Series 65 (Uniform Investment Adviser Law Examination) Series 6-(Investment Company Products/Variable Contracts Representative) Licensed Insurance Representative-FL Life, Accident and Sickness FL Variable Products. Licensed Public Notary-State of Florida
Languages
Spanish
Native or Bilingual
Timeline
Portfolio Associate
Morgan Stanley
02.2016 - Current
Licensed Relationship Banker/Manager on Duty
JPMorgan Chase
01.2010 - 02.2016
Bilingual Licensed Financial Specialist
Wachovia Bank, A/ Wells Fargo
03.2004 - 12.2009
Bachelor of Arts - International Affairs
Florida State University