CLARE SHEA
Beaufort,SC
Summary
Client Services Associate, formerly an Equity & FX Trader who has portable financial industry experience. Successful Client Associate with experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
25
25
years of professional experience
Work History
Client Service Associate
Dividend Assets Capital
08.2022 - Current
- Communicate with clients regarding account services, statements, and balances.
- Manage receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Maintain and manage customer accounts.
- Maintain accurate record-keeping with proactive attention to client information
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Client Associate
Wells Fargo Advisors
10.2020 - 08.2022
- Performed administrative functions, coordinated and prioritized daily activities in support of Financial Advisors
- Provided professional client service, which included daily interaction, addressing inquiries and performing account transactions.
- Facilitated new client onboarding process and investment accounts.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Senior Trader
Trilogy Global Advisors
05.2005 - 06.2018
- Worked on internally funded Frontier portfolio
- Initiated, developed and proficient in Equity DMA/ALGO executions
- Established direct connections to Luminex and IEX
- 10 years 1st Quartile TCA in Equities - Elkins McSherry
- 10 years 1st or 2nd Quartile FX TCA - FX Transparency
- TGA commissions 90% unbundled
- Initiated, developed and proficient in Equity DMA/ALGO executions.
Senior Trader
Bank Julius Baer
03.1999 - 05.2003
- Worked on behalf of BJB to buy and sell financial instruments
- Analyzed financial data and made advisements to BJB
- Achieved annual performance goals and objectives as outlined by leadership through outstanding customer communication and product knowledge.
Education
BA in Marketing -
Pace University
Pleasantville, New YorkSkills
- Notary - South Carolina
Timeline
Client Service Associate
Dividend Assets Capital
08.2022 - Current
Client Associate
Wells Fargo Advisors
10.2020 - 08.2022
Senior Trader
Trilogy Global Advisors
05.2005 - 06.2018
Senior Trader
Bank Julius Baer
03.1999 - 05.2003
BA in Marketing -
Pace University
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