Hi, I’m
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
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
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
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
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 UniversityHarrisonburg, 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
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