Carly Setting
Dover,DE
Summary
Dynamic professional with a proven track record at Merrill Lynch, enhancing client satisfaction through exceptional service and detailed analysis. Highly dependable and organized, skilled in Microsoft applications, and a compassionate team player. Preparing documents and analyzing them for accuracy, maintaining records of documents and conversations.
Overview
5
5
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
06.2022 - Current
- Orchestrated client onboarding initiatives, focusing on improving user experience and satisfaction levels.
- Facilitated administrative support for financial advisors, ensuring optimal operational performance.
- Designed and organized financial presentations in collaboration with team members to highlight product offerings for client engagement.
- Evaluated client interactions through compliance reviews, ensuring strict adherence to regulatory standards.
- Improved client satisfaction by efficiently handling inquiries and swiftly resolving issues.
- Assisted wealth management advisors by performing detailed research and analysis to enhance client portfolio strategies.
- Scheduled and organized meetings to ensure effective communication regarding portfolio performance and necessary strategy modifications.
- Executed thorough document processing and maintained an orderly filing system to support operational effectiveness.
- Managed client interactions regarding account inquiries and service requests, prioritizing timely and effective solutions.
Server
Grain H20
06.2021 - 04.2022
- Delivered exceptional customer service in fast-paced dining environment.
- Collaborated with kitchen staff to ensure timely food delivery.
- Maintained cleanliness and organization of dining area and service stations.
- Assisted in training new employees on menu items and service protocols.
- Managed multiple tables efficiently during peak hours to maximize turnover.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
Education
Bachelor of Science - Business Management
Goldey Beacom College
Hockessin, DE05.2024
Skills
Hardworking, detail-oriented, organized, dedicated, compassionate, team player, highly dependable, and experienced in Microsoft applications like Word, Excel, and PowerPoint Exceptional client service skills and a fast learner
Timeline
Wealth Management Client Associate
Merrill Lynch
06.2022 - Current
Server
Grain H20
06.2021 - 04.2022
Bachelor of Science - Business Management
Goldey Beacom College