Eileen Dillon
Results-driven Financial Services Professional with over 10 years of experience building trusted client relationships, delivering consultative financial solutions, and exceeding performance goals in highly regulated environments. Currently serving as a Registered Client Service Associate at Morgan Stanley, where I execute securities transactions, support complex account servicing, facilitate asset transfers, and deliver wealth management solutions while maintaining the highest standards of compliance and risk management. Partner with Financial Advisors to support cash management solutions and identify opportunities to deepen client relationships. Recognized for top Quality Assurance performance, exceptional client service, and building trusted client relationships. Series 7, Series 66, and SIE licensed with a passion for expanding client relationships and supporting affluent clients through comprehensive cash management and lending solutions.
Work History
Registered Client Service Associate
1 Year 1 Month- Recognized for exceeding key performance metrics across client engagement, productivity, and Financial Advisor referrals, while consistently achieving the highest Quality Assurance scores across the Morgan Stanley Virtual Advisor organization.
- Generate high-value Financial Advisor referrals through consultative discovery conversations focused on client goals, asset consolidation, and wealth planning opportunities.
- Build and maintain trusted client relationships through exceptional service, proactive problem resolution, and consultative conversations that strengthen engagement and support asset retention.
- Execute complex client transactions and account servicing, including money movements, account maintenance, beneficiary updates, ACAT transfers, and documentation review, while maintaining accuracy and regulatory compliance.
- Support complex account structures, including trust, custodial, retirement, and 529 education savings accounts, delivering accurate and timely service across diverse client needs.
- Execute unsolicited securities transactions and assist with Initial Public Offering (IPO) participation while adhering to firm policies, regulatory requirements, and risk controls.
- Cross-trained across Morgan Stanley Wealth Management and E*TRADE platforms, supporting multiple client segments and demonstrating adaptability across complex financial services environments.
Licensed Insurance Agent
2 Years 7 Months- Recruited by Cigna leadership to support Medicare Supplement and ancillary insurance sales.
- Ranked #2 in production on the CSB HOST team in 2023.
- Qualified for Gold Circle recognition in 2023.
- Achieved 202% of Medicare sales goal during Q4 2023 AEP.
- Built trusted client relationships by assessing financial protection needs and recommending tailored insurance solutions while maintaining strict regulatory compliance.
Licensed Insurance Agent
4 Months- Exceeded sales goals by 160%.
- Promoted to the firm's premier client model within weeks of joining.
- Delivered consultative Medicare solutions while consistently ranking among top-performing producers.
Registration & Contracting Specialist
10 Months- Advised business owners on federal contracting opportunities and compliance requirements.
- Delivered presentations and training on registration, certifications, and procurement strategies.
- Built long-term client relationships by identifying business needs and recommending tailored solutions.
Education
Associate of Science - Medical Assisting
Skills
Certification
- Series 7
- Series 66
- Securities Industry Essentials (SIE)
- Former Florida 2-15 Health Insurance License (2015–2025)