Connor Jacoby
Milwaukee
Summary
Registered Client Associate with extensive experience in client services in the financial sector. Proven track record in managing client relationships, supporting financial advisors, and executing trades efficiently. Strong communication and problem-solving skills contribute to enhanced client satisfaction and operational efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Registered Client Associate
RBC Wealth Management
Milwaukee
01.2025 - Current
- Develop and strengthen relationships with new and existing clients to advance progress and improve business.
- Handle confidential information with discretion and professionalism.
- Open accounts for clients and facilitate administrative processes for personal finance advisors.
Warehouse Supervisor
Overstocked Retail
Milwaukee
08.2023 - Current
- Completed diverse operational tasks with flexibility and reliability.
- Traveled to various locations to fulfill work responsibilities on time.
- Prioritized customer satisfaction while supporting profitability and long-term relationships.
Sales Intern
ATEC Spine
Willowbrook
05.2023 - 08.2023
- Presented products and developed sales communication skills.
- Organized large-scale inventories and coordinated product distribution across multiple states.
- Collaborated with medical specialists to deliver equipment efficiently.
- Supported team accuracy through effective communication.
Anatomy Teaching Assistant
Marquette University
Milwaukee
08.2022 - 05.2023
- Mentored students on academic performance and career direction.
- Graded assignments, proctored exams, and supported student learning.
Medical Scribe
Aurora St. Luke’s Medical Center
Milwaukee
03.2022 - 10.2022
- Documented patient symptoms and physician notes using structured templates and macros.
- Managed confidential medical information with accuracy and discretion.
Education
Bachelor of Science - Biomedical Sciences
Marquette University
Milwaukee, WI05.2024
Skills
- Effective Communication
- Confident & Self-Motivated
- Reliable & Trustworthy
- Driven & Ambitious
- Empathetic & Optimistic
- Time Management
Certification
• Securities Industry Essentials (SIE), FINRA
• Series 7, FINRA
• Series 66, NASAA
• Series 7, FINRA
• Series 66, NASAA
Timeline
Registered Client Associate
RBC Wealth Management
01.2025 - Current
Warehouse Supervisor
Overstocked Retail
08.2023 - Current
Sales Intern
ATEC Spine
05.2023 - 08.2023
Anatomy Teaching Assistant
Marquette University
08.2022 - 05.2023
Medical Scribe
Aurora St. Luke’s Medical Center
03.2022 - 10.2022
Bachelor of Science - Biomedical Sciences
Marquette University