Aislinn Baker
Cle Elum
Summary
A dynamic Kittitas County resident with a proven track record of excelling in a professional office environment, both in leadership and supportive roles. Recognized for strong communication, prioritization, and problem-solving skills while fostering a positive and supportive workplace culture. Bringing a commitment to support efficient municipal operations , decision making, and responsive service to elected officials, staff, and the community.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Registered Client Service Associate
Stifel
05.2013 - Current
- Deliver exceptional customer service in a high-volume, high revenue environment
- Provide comprehensive support to the Branch and Operations Manager of a branch generating over $29 million in annual revenue
- Manage difficult conversations with clients from diverse social and economic backgrounds, preserving trust and long term relationships
- Purchase and sell stock in accounts making tailored recommendations to align with individual's risk tolerance and financial goals
- Prepare accurate reports detailing portfolio performance, activity, and key metrics
- Maintain strict adherence to FINRA and SEC regulations to maintain personal licensing credentials as well as ensuring firm compliance
- Organize social events for employees to strengthen relationships and build a supportive workplace culture
- Monitor firm social media platforms to ensure content and interactions align with firm standards, professionalism, and compliance requirements
- Balance competing demands by prioritizing issues based on urgency, impact, and available resources to support efficient operations
Banker
US Bank
06.2011 - 04.2013
- Demonstrated expertise in assessing client needs and making tailored banking recommendations
- De-escalated customer concerns and resolved conflicts with professionalism, empathy, and sound judgement
Research Analyst
US Senate Fincance Committee
12.2009 - 05.2010
- Participated in meetings with constituents and members of advocacy groups
- Assisted with floor monitoring and keeping track of filed amendments
- Interpreted tax data for prospective legislation under review from members of the committee
- Gave briefings to committee Senators regarding research findings
Education
Bachelor of Arts - Business Finance
Carroll College
Helena, MT06-2011
Skills
- High attention to detail and accuracy
- Conflict management and de-escalation
- Self motivator and multitasker
- Problem solver
- Maintain strict confidentiality
- Professional and effective communicator
Certification
Series 7 and 66 Licensed
Timeline
Senior Registered Client Service Associate
Stifel
05.2013 - Current
Banker
US Bank
06.2011 - 04.2013
Research Analyst
US Senate Fincance Committee
12.2009 - 05.2010
Bachelor of Arts - Business Finance
Carroll College