Summary
Overview
Work History
Education
Skills
Certification
Timeline
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April Fritz

April Fritz

Montrose,MN

Summary

Goal-oriented worker with outstanding knowledge of financial organization. Bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Works independently, with minimal supervision and pitch in to complete tasks. Demonstrated consistently strong work ethic and adherence to company policy and procedures.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Registered Client Service Associate

Morgan Stanley
Wayzata, MN
04.2019 - Current
  • Provided each client with exceptional level of service by responding quickly to issues and answering questions.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Introduced clients to available online resources and services to increase convenience.

Branch Office Administrator

Edward Jones
Elk River, MN
08.2012 - 04.2013
  • Developed and implemented marketing plans and customer relations events.
  • Maintained office supplies and equipment to support team productivity.
  • Executed extensive variety of customer transactions according to institutional policy and procedures.

Registered Client Service Associate

UBS Financial Services
Wayzata, MN
07.2007 - 08.2012
  • Built long lasting relationships with clients by listening, offering insight and being valuable resource.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.

Education

Bachelor of Arts - Management

Gustavus Adolphus College
Saint Peter, MN
12.2003

High School Diploma -

Delano High School
Delano, MN
06.2000

Skills

  • Administrative and Office Support
  • Establishing and Maintaining Customer Relationships
  • Document and Records Management
  • Answering Research Questions
  • Client Communication
  • Client Request Management
  • Understanding Customer Needs
  • Wealth Management

Certification

Series 7 and Series 66 Financial Securities Licenses

Timeline

Registered Client Service Associate

Morgan Stanley
04.2019 - Current

Branch Office Administrator

Edward Jones
08.2012 - 04.2013

Registered Client Service Associate

UBS Financial Services
07.2007 - 08.2012

Bachelor of Arts - Management

Gustavus Adolphus College

High School Diploma -

Delano High School

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April Fritz