Doretta Alexander
Stewartsville,NJ
Summary
At Merrill Lynch, I excelled as a Senior Registered Wealth Management Associate, streamlining operations to enhance client satisfaction significantly. Known for exceptional customer service, I adeptly balanced client onboarding and problem-solving, fostering strong relationships and consistently exceeding performance targets.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Registered Wealth Management Associate
Merrill Lynch
11.1999 - Current
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
- Enhanced client satisfaction by delivering personalized wealth management solutions and strategies.
- Streamlined operational processes, significantly reducing turnaround time for client requests and transactions.
- Facilitated successful client meetings by preparing detailed reports and presenting complex information in an easily comprehensible manner.
- Maintained compliance with industry regulations by staying current on updates and implementing necessary changes to policies and procedures.
- Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Education
Bachelor Of Arts -
Seton Hall University
South Orange, NJSkills
- Client onboarding
- Customer Service
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Microsoft Excel
- Conflict Resolution
- Professionalism
- Time management abilities
Certification
Series 7
Series 63
Timeline
Senior Registered Wealth Management Associate
Merrill Lynch
11.1999 - Current
Bachelor Of Arts -
Seton Hall University
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