Aaliyah Fitzgerald
Dallas,GA
Summary
Wealth Management Client Associate seeking to expand expertise within financial industry and enhance financial well-being.
Overview
6
6
years of professional experience
Work History
Financial Client Associate
Advocacy Wealth Management
Atlanta, GA
10.2024 - Current
- Cultivated strong client relationships within Advocacy Wealth Management and Advocacy Trust to increase engagement.
- Collaborated with team members to improve service delivery and operational efficiency of Fidelity custodied accounts.
- Maintained accurate records of client interactions in proprietary systems for future reference.
- Utilized Orion software to generate detailed portfolio summaries and gain/loss reports.
- Included analyses of AWM/AT accounts and their 529 plans, structured settlement annuities, fixed index annuities, and/or single-premium index annuities.
- Developed cash flow summaries illustrating various scenarios, including depletion and growth strategies.
Client Care Associate
SignatureFD
Atlanta, GA
02.2023 - 08.2024
- Facilitated client onboardings and account openings, streamlining transition experiences.
- Delivered comprehensive maintenance services for brokerage accounts, IRAs, and Donor Advised Funds.
- Conducted risk tolerance assessments and time horizon evaluations using Monte Carlo simulations.
- Managed billing and coding processes using Orion financial planning software, ensuring accuracy and efficiency.
- Prepared annual tax reports for Frazier & Deeter CPA clients, maintaining compliance with regulatory standards.
- Functioned as hybrid agent for Charles Schwab, Fidelity Investments, and TD Ameritrade pre-conversion.
Wealth Management Client Associate
Bank of America Merrill Lynch
Atlanta, GA
10.2021 - 02.2023
- Partnered in managing assets worth $390MM AUM, focusing on active portfolio optimization.
- Developed Excel spreadsheets that improved digital engagement and supported digital adoption initiatives.
- Specialized in onboarding clients through efficient setup of retirement, non-retirement, retail, and business accounts.
- Coordinated transfer of over $50MM AUM for acquired Financial Advisors with precision.
- Created and maintained client spreadsheets to streamline account transfers and rollovers.
- Executed compliant money movements, including wires, check deposits, ACH, and internal journal entries.
Investment Specialist
Bank of America Merrill Edge
Jacksonville, GA
07.2020 - 10.2021
- Updated personal account information and confirmed account performance, ensuring clients received accurate and timely data.
- Delivered online education to clients via Merrill online platform, enhancing their understanding of investment options.
- Executed transfers of money and securities through checks, ACH, and FTS, facilitating smooth transactions for client accounts.
- Facilitated contributions and distributions to and from retirement accounts.
Education
Bachelor of Science Degree - Human Performance Exercise Physiology, Spanish Minor
University of Tampa
Tampa, FL12.2019
Skills
- Organizational skills
- Operational efficiency
- Effective communication
- Attention to detail
- Team collaboration
- Client relationship management
- Adaptability to new systems
- Salesforce proficiency
Timeline
Financial Client Associate
Advocacy Wealth Management
10.2024 - Current
Client Care Associate
SignatureFD
02.2023 - 08.2024
Wealth Management Client Associate
Bank of America Merrill Lynch
10.2021 - 02.2023
Investment Specialist
Bank of America Merrill Edge
07.2020 - 10.2021
Bachelor of Science Degree - Human Performance Exercise Physiology, Spanish Minor
University of Tampa