Austin DuCharme

Ambitious financial services professional with over five years of experience in wealth management and retail banking. Problem solver and professional communicator with strong knowledge of financial products, markets, and managing client relationships. Proven track record of providing excellent customer service and accomplishing business objectives while working in fast-paced environments. Holds active Series 7 and Series 63 licenses and passed the CFP exam in July of 2023. Currently earning an MBA at the Georgia Institute of Technology. Aspires to transition to a role that provides holistic financial planning to clients with a modernized approach.

Relationship Manager | E*TRADE from Morgan Stanley | Atlanta, GA | 04/2022 - Present

• Managed a portfolio exceeding $1.1 billion by proactively handling inbound calls, promptly responding to client inquiries, and conducting thorough research
• Recognized as a top performer within the line of business and honored with the Q3 Above and Beyond award, showcasing dedication and exceptional contributions
• Achieved an outstanding 95% customer satisfaction score, reflecting a commitment to delivering exceptional service and exceeding client expectations
• Surpassed team production averages by 22%, demonstrating a high level of efficiency and productivity in managing client portfolios
• Educated clients on a range of investment products, financial concepts, and industry regulations

Financial Services Representative | E*TRADE from Morgan Stanley | Atlanta, GA | 07/2021 - 04/2022

• Assisted nearly 30 clients per day by taking inbound calls, placing trades, and educating them on financial industry rules and regulations
• Efficiently managed clients' accounts by communicating effectively, collaborating with internal partners, utilizing resources, conducting research, and resolving inquiries

Universal Banker | PNC Bank | Atlanta, GA | 02/2020 - 07/2021

• Enhanced the financial well-being of clients by proactively engaging them in sales conversations to identify their financial needs, make product recommendations, and refer them to other lines of business
• Educated clients on retail banking products, budgeting, managing debt, and building credit
• Managed investment client relationships while overseeing the growth of the branch's book of business and referred clients to PNC financial advisors

Teller | UW Credit Union | Madison, WI | 11/2018 - 12/2019

• Recommended financial products to clients resulting in over $425,000 in closed sales
• Processed deposits, withdrawals, and electronic transfers
• Coordinated my branch's United Way charitable donation campaign
• Presented to over 100 guests as a part of the core value panel