Alyssa Innes
Keansburg,NJ
Summary
Dedicated Investment & Fiduciary Services Associate with expertise in client onboarding, trade execution, and relationship management. Proven ability to enhance client satisfaction through effective communication and efficient account maintenance.
Overview
27
27
years of professional experience
Work History
Investment & Fiduciary Services Associate
Wells Fargo Wealth Management
Red Bank, New Jersey
07.2015 - Current
- Managed client relationship processes for wealth management services.
- Assisted Financial Advisors in preparing investment proposals and reports.
- Coordinated client meetings, and ensured effective communication between parties.
- Partnered with other job families to build and maintain relationships with existing clients.
- Submitted trades on MOXY for Investment Manager.
- Onbording of clients, account maintenence, money movement, ACH documentation and updated systems for distributions.
Goverenment Banking Relationship Associate
Wells Fargo
Summit, New Jersey
09.2008 - 07.2015
- Managed client accounts and maintained strong customer relationships.
- Assisted customers with banking inquiries and resolved issues promptly.
- Processed transactions accurately while ensuring compliance with policies.
- Coordinated with various departments to streamline account management processes.
- Provided assistance in resolving client issues, including reviewing account information and making recommendations.
Business Banking Relatioship Associate
Wells Fargo
Red Bank, New Jersey
09.1998 - 09.2008
- Assisted clients with account inquiries and transaction processing.
- Maintained accurate records of client interactions and transactions.
- Provided support in resolving customer issues and concerns promptly.
- Built relationships with customers by providing friendly customer service.
- Provided customer service support for inquiries, complaints, and returns.
Education
Certificate of Technical Studies - Office Automation
The Cittone Institute
Edison05-1995
Skills
- Investment analysis
- Financial reporting
- Client onboarding
- Trade execution
- Customer interaction
- Account maintenance
- Transaction processing
- Computer skills
Timeline
Investment & Fiduciary Services Associate
Wells Fargo Wealth Management
07.2015 - Current
Goverenment Banking Relationship Associate
Wells Fargo
09.2008 - 07.2015
Business Banking Relatioship Associate
Wells Fargo
09.1998 - 09.2008
Certificate of Technical Studies - Office Automation
The Cittone Institute