Aidan Kluge
Tampa,FL
Summary
Detail-oriented expert in financial services with a strong focus on problem resolution and client education. Successfully supported affluent clients in trading strategies and account management, consistently exceeding customer satisfaction metrics.
Overview
2
2
years of professional experience
Work History
Affluent Active Trader
Morgan Stanley
Tampa, FL
05.2026 - Current
- Delivered white-glove customer support to affluent and active trading clients via inbound phone.
- Resolved complex account, trading, and platform issues while maintaining a high level of client satisfaction.
- Educated clients on option trading strategies, margin risks, and buying power inquiries.
- Consistently met or exceeded quality assurance, productivity, and customer satisfaction metrics.
Client Relationship Manager
Morgan Stanley
Tampa, FL
03.2024 - Current
- Managed a high volume of inbound client interactions while maintaining quality and efficiency standards.
- Assisted clients with, ACH, ACAT, wire, and retirement transfers.
- De-escalated challenging client situations through active listening and effective problem-solving.
- Supported clients with retirement, individual, joint, trust/estate, and business brokerage accounts.
Education
Bachelor of Science - Sports Management, Minor in Business Administration
University of Dayton
Dayton, OH05-2024
Skills
- High-Net-Worth Client Service
- Active Trader Support
- Financial Services
- Equities & Options
- Problem Resolution
Licenses
- SIE
- Series 7, 63
- Life, Accident & Health
Timeline
Affluent Active Trader
Morgan Stanley
05.2026 - Current
Client Relationship Manager
Morgan Stanley
03.2024 - Current
Bachelor of Science - Sports Management, Minor in Business Administration
University of Dayton