Crystal Cecala
Dublin
Summary
Detail-oriented professional with 15+ years of experience, serving as a trusted partner to high-performing Financial Advisors in demanding high-net-worth environments. Primary client contact for a $1B AUM practice, recognized for discretion, precision, and calm execution across complex client needs. Known for anticipating advisor priorities, maintaining rigorous compliance standards, and delivering a seamless, white-glove client experience. Well-suited for senior-level roles supporting elite advisory teams and executive-led practices.
Overview
15
15
years of professional experience
Work History
Senior Registered Client Service Associate
Morgan Stanley
Dublin, OH
07.2020 - Current
- Primary contact for a Financial Advisor overseeing $1B AUM, supporting sophisticated high-net-worth client relationships
- Manage end-to-end client service across trading, account maintenance, money movement with a high degree of accuracy and discretion
- Execute solicited and unsolicited securities transactions maintaining strict adherence to regulatory and firm requirements
- Provide clients with clear, confident guidance on account positions, investment objectives and risk profiles
- Lead onboarding processes educating clients on digital platforms and tools to ensure a smooth client experience
- Coordinate advisor calendar, client meetings, and logistics, preparing materials and anticipating advisor needs
- Leverage Salesforce and Microsoft Teams to manage workflows, prioritize tasks and maintain continuity of service
Senior Registered Client Associate
Merrill Lynch
Columbus, OH
03.2014 - 07.2020
- Supported two Financial Advisors within a high-volume wealth management practice serving as primary point of contact for high-net-worth clients
- Managed client onboarding processes, ensuring seamless integration into services and systems.
- Managed daily client service operations including trading, account maintenance, and money movement requests with sustained accuracy and attention to detail reinforcing trust and responsiveness
- Coordinated advisor calendars, client meetings, and administrative workflows to support practice growth and client retention above 95%
Personal Banker
JPMorgan Chase
Dublin, OH
08.2011 - 03.2014
- Educated clients on financial products and services to enhance banking relationships.
- Conducted thorough account analyses to identify customer needs and recommend appropriate solutions.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Skills
- High-Net-Worth and UHNW Client Relationship Management
- Trade Execution (Solicited & Unsolicited)
- Complex Money Movement & Cash Management
- Client Onboarding, Maintenance & Retention
- Regulatory Compliance & Risk Awareness
- Client Communication & Issue Resolution
- Calendar, Meeting & Workflow Optimization
- FINRA Series 7 & 66 Licenses
Timeline
Senior Registered Client Service Associate
Morgan Stanley
07.2020 - Current
Senior Registered Client Associate
Merrill Lynch
03.2014 - 07.2020
Personal Banker
JPMorgan Chase
08.2011 - 03.2014