Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Belinda Laws

LaPlace,LA

Summary

Client service professional with Series 7, Series 66, and CRM expertise, known for relationship management, accurate documentation, and seamless follow-through in fast-paced financial environments.

Overview

27
27
years of professional experience

Work History

Senior Registered Client Associate

UBS Financial Services
New Orleans, Louisiana
01.2012 - Current

Delivered exceptional client experience reflecting highest standards of service, professionalism, and care, enhancing team brand and strengthening client relationships.

Positioned at the intersection of client service excellence, brand stewardship, and strategic partner support, I help ensure every client interaction is seamless, thoughtful, and memorable. By anticipating needs, coordinating complex workflows, and maintaining operational excellence, I create an environment where clients feel valued, the team’s reputation is enhanced, and partners can perform at their best.

Coordinated client service workflows to streamline account processes and requests including account openings, maintenance requests, and documentation, ensuring timely resolutions and improved client satisfaction.

Senior Registered Client Service Associate

Merrill Lynch
New Orleans, Louisiana
04.2000 - 01.2012

Education

Bachelor of Science - Business Administration

Southern University
LA
05-1983

Skills

Series 7 license

  • Series 63 license
  • Seriess 66 license
  • Client account opening
  • Account maintenance
  • Client relationship management
  • Registered client service
  • Financial Planning
  • Customer relationship management

Affiliations

  • Volunteer with Crescent City Cafe - New Orleans, LA
  • Certified Jazzercise Instructor
  • Member of New Orleans Mardi Gras Social Organization

Timeline

Senior Registered Client Associate

UBS Financial Services
01.2012 - Current

Senior Registered Client Service Associate

Merrill Lynch
04.2000 - 01.2012

Bachelor of Science - Business Administration

Southern University
Belinda Laws