CHRISTINA KUZNETSOV
Portland,OR
Summary
Client Associate provides dedicated operational and sales assistance to support office initiatives. Offers 8 years of professional experience with demonstrated client service and technical skills. Managing diverse customer accounts and streamlines routine processes. Accurately handles transactions and inquiries. Well-versed in investment and banking products, policies and procedures.
Overview
8
8
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
05.2020 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Prepared forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests from stockholders.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
- Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
- Conferred with customers to assess market fluctuations and correct account problems.
- Verified ownership and transaction information and dividend distribution instructions to check conformance with governmental regulations using stock records and reports.
- Adhered to current accounting/finance laws and regulations
- Onboarded new clients, including gathering all client information accurately. Opened checking accounts, 401k's, 529, IRA and Roth accounts and Business accounts and more. Worked to get clients online and gathering all required documents making clients received all required disclosures based on current regulations.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
Relationship Banker
Chase
06.2015 - 05.2020
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Participated in interviews, performed observations and evaluated pertinent information to supplement audit findings.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Established and checked coding procedures, monitored reports and updated internal files.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Complied with established internal controls and policies.
- Conducted audits of employees, vaults, ATMS, cash recyclers, keys and reported findings.
- Kept my team updated with new regulations and audit finding from other locations so we can improve our branch success rate.
- Passed all suprise audits at branch level.
- Protected company assets with strategic risk management approaches.
Skills
- Client Correspondence
- Client Inquiries
- Customer Transactions
- Client Databases
- Cash Reconciliation
- Excellent Verbal Communication Skills
- Preparing Reports
- Complex Problem-Solving
- Corporate Social Responsibility
- Operational Efficiency
- Confidential Records Management
- Internal Controls and Reporting Systems
Languages
Russian
Native or Bilingual
Timeline
Wealth Management Client Associate
Merrill Lynch
05.2020 - Current
Relationship Banker
Chase
06.2015 - 05.2020
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