Arielle Bone
Relocating To Seattle/Bellevue, WA,USA
Summary
Investment professional with proven track record in supporting complex investment operations. Delivers consistent results by ensuring accurate transaction processing and document management. Known for strong teamwork, adaptability, and effective problem-solving skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Support Specialist, Assistant Vice President
Citi (Citi Personal Wealth Management)
Jacksonville, Florida
02.2025 - Current
- Selected to help launch a high-net-worth service model; primary relationship contact supporting $500M+ in assets for self-directed clients with $1M+ portfolios.
- Drove $30M in asset growth by identifying consolidation opportunities and strengthening client relationships while maintaining attrition below 0.2% of portfolio assets for 2025.
- Partner with financial advisors and banking teams to deepen relationships, support organic portfolio growth, and enhance client retention.
- Execute complex securities transactions across equities, options, FX, and fixed income markets with strict regulatory adherence.
- Lead end-to-end onboarding and orchestrate large-scale asset transfers (ACATS, DTC, DRS, wires), enabling liquidity strategies and expanding client wallet share.
Registered Representative, Officer
Citi (Citi Personal Wealth Management)
Jacksonville, Florida
03.2024 - 02.2025
- Supported investors and bankers by resolving brokerage, trading, and account servicing requests for clients with balances up to $1M+
- Executed capital markets transactions across multiple asset classes while maintaining regulatory compliance
- Documented client interactions and follow-ups in Salesforce while coordinating solutions with internal partners
Business Systems Analyst
Fidelity National Information Services
Jacksonville, Florida
06.2022 - 03.2024
- Collaborated with internal stakeholders to analyze business requirements and support technology solutions aligned with client needs
- Supported system testing initiatives across SIT and UAT environments to ensure platform stability and performance
- Prepared and distributed weekly operational and testing metrics to senior leadership
- Served as liaison between business, engineering, and client teams to track, communicate, and resolve system issues
- Utilized JIRA to manage defect tracking, prioritization, and resolution
Customer Relationship Advocate
Fidelity Investments
Jacksonville, Florida
07.2021 - 06.2022
- Delivered high-quality client service while supporting securities transactions across mutual funds, equities, margin, and options
- Educated clients on investment products, account features, and market-related inquiries
- Researched and resolved client issues to ensure timely resolution and client satisfaction
- Maintained accurate documentation of client interactions using Salesforce
Education
BBA - Finance
University of North Florida, Coggin College of Business
Jacksonville, FL04-2021
Skills
- High-Net-Worth Client Service
- Brokerage & Capital Markets Transactions
- Asset Transfers (ACATS, DTC, DRS, Wires)
- Regulatory & Compliance Oversight
Certification
Series 7 | Series 63 | NMLS ID: 2699822
Timeline
Investment Support Specialist, Assistant Vice President
Citi (Citi Personal Wealth Management)
02.2025 - Current
Registered Representative, Officer
Citi (Citi Personal Wealth Management)
03.2024 - 02.2025
Business Systems Analyst
Fidelity National Information Services
06.2022 - 03.2024
Customer Relationship Advocate
Fidelity Investments
07.2021 - 06.2022
BBA - Finance
University of North Florida, Coggin College of Business