Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

APRIL MCDANIEL

APRIL MCDANIEL

Summary

Accomplished Senior Registered Client Service Associate with a proven track record in the brokerage industry. Professional with focus on client service and financial operations. Skilled in managing client relationships, addressing inquiries, and providing exceptional support in fast-paced environment. Strong team collaborator, adaptable, and results-driven. Expertise in financial software, compliance, and administrative processes. Dependable and efficient, ensuring seamless operations and client satisfaction.

Overview

28
years of professional experience
1
Certificate

Work History

Stifel Nicolaus
Little Rock, AR

Senior Registered Client Service Associate
03.2009 - Current

Job overview

  • Reduced service delivery time with effective prioritization of tasks and proactive problem-solving abilities.
  • Coordinated with financial advisors, ensuring accurate account setup, maintenance, and administration.
  • Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
  • Enhanced client satisfaction by addressing their inquiries and resolving issues promptly.
  • Assisted in the development of new business opportunities through meticulous client relationship management.
  • Contributed to overall team success by actively participating in trainings, sharing knowledge with peers, and offering support when needed.
  • Conducted comprehensive research on investment products to support financial advisors in making sound recommendations for clients'' portfolios.
  • Developed strong working relationships across departments for improved communication flow and efficient problem resolution.
  • Resolved any discrepancies in account statements or balances through thorough investigation and follow-up with relevant parties.
  • Maintained an extensive understanding of market trends to provide informed assistance to clients.
  • Streamlined workflow for increased efficiency by implementing new procedures and organizational methods.
  • Facilitated timely trade execution for clients while strictly adhering to compliance guidelines.
  • Maintained strict adherence to regulatory requirements within daily operations thus mitigating potential risks.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered prompt service to prioritize customer needs.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Trained new personnel regarding company operations, policies and services.
  • Cross-trained and provided backup support for organizational leadership.

Stillpoint
Little Rock, AR

Senior Registered Client Service Associate
10.2004 - 02.2009

Job overview

  • Reduced service delivery time with effective prioritization of tasks and proactive problem-solving abilities.
  • Coordinated with financial advisors, ensuring accurate account setup, maintenance, and administration.
  • Assisted in the development of new business opportunities through meticulous client relationship management.

Merrill Lynch
Little Rock, AR

Registered Client Service Associate
02.2000 - 10.2004

Job overview

  • Assisted in developing customized investment strategies for clients, participating in research and analysis activities.
  • Assisted in conducting due diligence reviews on prospective investments or products before making recommendations to advisors or clients.
  • Maintained data confidentiality through strict observance of information security procedures and corporate guidelines.
  • Enhanced overall portfolio performance through diligent monitoring of individual investments based on specific criteria established during strategy development sessions.

University of Oregon Athletic Department
Eugene, OR

Athletic Marketing Assistant Intern
06.1997 - 08.1998

Job overview

  • Increased brand awareness by developing and executing targeted marketing campaigns.
  • Coordinated public relations efforts such as press releases and media outreach to grow brand reputation and generate leads.
  • Worked closely with graphic designers to create visually appealing content that aligned with brand guidelines and messaging objectives.
  • Participated in brainstorming sessions to generate creative ideas for new product launches or promotional campaigns.
  • Created customized marketing materials to increase product awareness.

Education

James Madison University
Harrisonburg, VA

Bachelor of Science from Merchandising And Marketing
05-1997

University Overview

  • Extracurricular Activities: D1 College volleyball student athlete - 1993-1997

Skills

  • Cash management
  • Account maintenance
  • Organizational proficiency
  • CRM management
  • Networking and relationship building
  • Performance reporting
  • Account servicing

Certification

Series 7

Series 66

Insurance License - AR

Timeline

Senior Registered Client Service Associate

Stifel Nicolaus
03.2009 - Current

Senior Registered Client Service Associate

Stillpoint
10.2004 - 02.2009

Registered Client Service Associate

Merrill Lynch
02.2000 - 10.2004

Athletic Marketing Assistant Intern

University of Oregon Athletic Department
06.1997 - 08.1998

James Madison University

Bachelor of Science from Merchandising And Marketing

Similar Profiles

VIEW MORE PROFILESCREATE PROFILE
APRIL MCDANIEL