AZIZ SALEM
Tampa,FL
Summary
Finance professional with strong experience in client relationship management, financial services, and strategic consulting. Proven track record in managing multi-million-dollar portfolios, streamlining processes, and identifying cross-selling opportunities. Adept at collaborating across departments to ensure compliance, optimize service delivery, and exceed client expectations. Seeking to contribute analytical expertise and client-centric focus to a dynamic financial organization.
Overview
5
5
years of professional experience
Work History
Client Services Consultant I
MetLife
Tampa, FL
01.2025 - Current
- Act as primary liaison between clients and internal departments, ensuring seamless communication and delivery of tailored solutions.
- Lead implementation of MetLife products, enhancing client satisfaction and operational efficiency.
- Conduct account audits and strategic planning, aligning services with evolving client goals.
- Create process manuals, broker agreements, and contract reviews; maintain accurate data across internal systems.
Client Relationship Manager
Morgan Stanley
Tampa, FL
10.2022 - 11.2024
- Managed client portfolios totaling ~$100M, delivering personalized service and ensuring regulatory compliance.
- Strengthened client retention through proactive communication and strategic consulting.
- Partnered with internal teams (Cash Management, AML/EDD) to maintain account integrity.
- Uncovered $2M+ in cross-selling opportunities; supported financial advisors with product positioning.
- Supervised and mentored financial associates, fostering performance and development.
Student Intern
Bank of Palestine
09.2020 - 08.2022
- Processed 120+ transactions daily (~$260K), ensuring accuracy and record-keeping.
- Advised clients on account services, loans, and debit card issues, improving customer experience.
- Delivered regular reports and presentations to the Board, developing professional communication skills.
Education
Bachelor of Science - Finance
University of South Florida
Tampa, FL12.2020
Skills
- Financial Analysis
- Client Relationship Management
- Risk & Compliance
- AML / EDD
- Account Audits
- Portfolio Management
- Strategic Planning
- Cross-Selling Strategies
- Microsoft Excel
- Salesforce
- MetLife Internal Systems
- Data Integrity & Reporting
Websites
Projects
Accounting Cycle Project, 08/20, 12/20, Simulated and completed full accounting cycles over 3 months for a mock business. Analyzed, adjusted, and closed financials monthly, strengthening understanding of accounting fundamentals.
Community Service
Humane Society of Tampa Bay, Led junior volunteers and supported adoption initiatives through hands-on animal care and outreach.
Key Skills And Tools
- Financial Analysis
- Client Relationship Management
- Risk & Compliance
- AML / EDD
- Account Audits
- Portfolio Management
- Strategic Planning
- Cross-Selling Strategies
- Microsoft Excel
- Salesforce
- MetLife Internal Systems
- Data Integrity & Reporting
Timeline
Client Services Consultant I
MetLife
01.2025 - Current
Client Relationship Manager
Morgan Stanley
10.2022 - 11.2024
Student Intern
Bank of Palestine
09.2020 - 08.2022
Bachelor of Science - Finance
University of South Florida