Derek Park
Client Service Associate
Frisco
Summary
Detail-oriented Client Service Associate with experience supporting high-net-worth clients through account onboarding, money movement, retirement account rollovers, and ongoing account maintenance within the wealth management industry. Proven ability to collaborate with advisors, custodians, and cross-functional teams to deliver exceptional client service while ensuring operational accuracy and regulatory compliance. Recognized for strong communication, process improvement, and the ability to manage multiple priorities in fast-paced environments.
Overview
2
2
Languages
11
11
years of professional experience
Work History
Client Service Associate
Fisher Investments
09.2023 - Current
- Partner with Investment Counselors, Sales Consultants, and custodians to support high-net-worth client relationships by preparing meeting materials, coordinating account transfers, resolving complex service requests, and providing proactive client communication throughout the onboarding process.
- Manage end-to-end client account operations by processing account openings, maintenance requests, wires, journals, transfers, and retirement rollovers while ensuring accuracy, compliance, and timely execution.
- Utilize Salesforce, Schwab Advisor Center, Fidelity Wealthscape, and other custodial platforms to maintain client records, process transactions, monitor account activity, and facilitate operational workflows.
- Contribute to a high-performing team supporting top-producing advisors by identifying process improvements, streamlining operational workflows, mentoring teammates, and delivering an exceptional client experience.
- Support a specialized ERISA operations team by coordinating retirement plan account approvals and collaborating with cross-functional partners to ensure documentation meets firm and regulatory requirements.
Delivery Driver
Tiff's Treats
05.2021 - 02.2022
- Completed on-time deliveries by planning optimal routes to deliver multiple orders per trip and achieve strong performance ratings.
- Resolved customer complaints and feedback with management to enhance service quality.
- Coordinated with dispatching team for timely responses to delivery updates.
- Checked orders before deliveries to minimize customer complaints and ensure satisfaction.
Assistant Manager, Demo Salesman
Future Events LLC
03.2015 - 01.2021
- Enhanced merchandising and promotional strategies to increase customer engagement and drive sales growth.
- Documented and escalated losses, employee behavioral issues, and customer complaints to upper management for resolution.
- Focused on promoting sales and executing next season planning to align with business objectives.
- Engaged with customers to ensure satisfaction with products offered.
- Interacted with customers to understand their needs and preferences. to ensure satisfaction with products offered.
- Reported losses, employee behavioral issues, customer complaints, and other significant issues to upper-level management.
Cashier, Cook
CJ's Bulgogi & Grill
08.2019 - 02.2020
- Maintained safe, sanitary environment to ensure exceptional dining experience for customers.
- Stayed on top of promotions to better serve customers with current information and increased consumer sales 12%-15%.
- Worked efficiently to aid customers move heavy catering orders, consistently exceeding expectations.
- Collaborated effectively with staff to enhance team performance and service delivery.
- Assisted customers with heavy catering orders, consistently surpassing their expectations.
Vote Data Collector
Vanguard Strategies
06.2019 - 08.2019
- Managed data tracking and information organization through company app interface to ensure accuracy and accessibility.
- Engaged with customers to identify needs and recommend tailored solutions for optimal satisfaction.
- Managed difficult interactions with customers with face-to-face interactions between individuals.
Dessert Specialist/Cashier
Snowy Village
06.2015 - 05.2016
- Maintained customer satisfaction and resolved customer complaints.
- Ensured customer satisfaction by effectively resolving complaints and addressing concerns.
- Maintained neat and safe work area by regularly removing trash, organizing tools, and checking equipment.
- Interacted with customers to understand their needs. and built meaningful connections.
Education
Bachelor of Arts - Visual And Performing Arts: Dance Concentration
The University of Texas At Dallas
Richardson, TX05.2022
Skills
- Client Onboarding
- Account management
- Funds transfer
- ACATS & Asset Transfers
- Retirement Rollovers
- ERISA Accounts
- Wealth management platforms
- Salesforce
- Client management
- High-Net-Worth Client Service
- Analytical thinking
- Attention to detail
- Organizational Skills
- Time management
- Teamwork
- Effective communication
- Conflict resolution
Accomplishments
- Selected to join a specialized, high-performing operations team supporting the firm's top-producing sales professionals based on strong performance, reliability, and operational expertise.
- Consistently achieved Quartile 1 performance rankings within the Client Service Associate department and maintained Quartile 1 and Quartile 2 rankings within the specialized team while managing a high-volume workload.
- Recognized for taking on additional responsibilities beyond core job duties, contributing to operational efficiency and supporting critical business initiatives.
- Earned a reputation as a trusted resource for teammates by providing guidance, sharing best practices, and assisting with the onboarding and development of new team members.
Timeline
Client Service Associate
Fisher Investments
09.2023 - Current
Delivery Driver
Tiff's Treats
05.2021 - 02.2022
Cashier, Cook
CJ's Bulgogi & Grill
08.2019 - 02.2020
Vote Data Collector
Vanguard Strategies
06.2019 - 08.2019
Dessert Specialist/Cashier
Snowy Village
06.2015 - 05.2016
Assistant Manager, Demo Salesman
Future Events LLC
03.2015 - 01.2021
Bachelor of Arts - Visual And Performing Arts: Dance Concentration
The University of Texas At Dallas