Alec Barton
Boston,MA
Summary
Talented Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Associate
Wells Fargo Advisors
09.2022 - 04.2024
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Collaborated across departments ensure seamless delivery services throughout client lifecycle fostering long-lasting, mutually beneficial relationships.
Fitness Attendant
Ole Miss Campus Recreation
01.2022 - 05.2022
- Worked independently and as member of cohesive team to support individual needs.
- Kept fitness areas, machines, and spaces clean and orderly for customers.
- Taught staff and participants proper methods for best use of equipment to meet individual fitness goals.
Intern
Luke Wolters Tax Consultants
05.2019 - 08.2019
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
Bachelor of Arts - General Business
University of Mississippi
University, MS12.2022
Skills
- Compliance Awareness
- Wealth Management
- Account Maintenance
- Time Management
- Attention to Detail
- Customer Service
Certification
(SIE) Exam
Timeline
Client Associate
Wells Fargo Advisors
09.2022 - 04.2024
Fitness Attendant
Ole Miss Campus Recreation
01.2022 - 05.2022
Intern
Luke Wolters Tax Consultants
05.2019 - 08.2019
Bachelor of Arts - General Business
University of Mississippi