Eliana Valdivia
White Plains
Summary
Results-driven business professional with expertise in financial services, sales, digital marketing, and client relationship management. Proven track record of increasing sales, driving business growth, and streamlining financial operations across multiple industries. Adept at leveraging digital tools and social media to build brand presence, boost client engagement, and implement effective marketing strategies. Demonstrates strong leadership abilities with exceptional communication skills in both English and Spanish. Possesses a keen ability to analyze and optimize financial performance. Seeking a challenging role that offers opportunities for growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Digital Virtual Engagement Associate - Wealth Management
Morgan Stanley
02.2023 - Current
- Utilize Morgan Stanley's digital platforms to enhance client relationships and drive business growth for Financial Advisors, improving client retention and satisfaction
- Lead the adoption of Goals-Based Wealth Management (GBWM) strategies with Financial Advisors, ensuring the effective alignment of client goals and financial plans
- Oversee the digital presence of Financial Advisors, including social media management, website updates, content creation, and metrics analysis to optimize outreach and engagement
- Curate and publish tailored client newsletters, increasing communication consistency and fostering deeper relationships
- Provide proactive insights on client relationships to Financial Advisors, recommending strategies to enhance client experiences and generate new business opportunities
- Build and maintain strong, trusted partnerships with Financial Advisors, showcasing reliability and accountability in all tasks
General Manager, Sales and Operations
Joey and Ely's Furniture
02.2020 - 11.2021
- Launched a new store and implemented innovative business strategies that resulted in a 100% increase in sales within the first year
- Managed financial performance, including budgeting, forecasting, and financial reporting, ensuring profitability and the effective allocation of resources
- Led digital marketing initiatives (social media, Google, Yelp), driving brand awareness and customer engagement, which resulted in a significant boost in foot traffic and sales
- Streamlined business operations by establishing an accounting system, managing inventory, and optimizing high-margin product sales
- Directed all aspects of business banking, including reconciliations, debt management, and cash flow optimization, ensuring healthy financial practices
Associate Banker/Teller
JP Morgan Chase
03.2013 - 03.2015
- Acted as a primary point of contact for customers, assisting with account services, loans, and general banking inquiries while ensuring 100% customer satisfaction
- Demonstrated deep knowledge of banking products and services, achieving consistent success in cross-selling and meeting sales targets
- Managed daily teller transactions, including deposits, withdrawals, and cashier's checks, ensuring accuracy and compliance with company policies
- Collaborated with team members and departments to provide holistic banking solutions, including referrals for mortgage lending and investment services
Customer Service Representative
Whole Foods Market
03.2007 - 10.2012
- Delivered exceptional customer service, assisting customers with product inquiries, order requests, and resolving issues promptly
- Managed a multi-line phone system, fielding an average of 30 calls per day, demonstrating strong communication and organizational skills
- Maintained a clean, safe, and organized work environment, contributing to team efficiency and positive customer experiences
Education
Bachelor of Science - Business Administration / Finance
Mercy University
Dobbs Ferry, NY05.2019
Skills
- Digital Campaign Management
- Business Process Optimization
- Relationship Building Skills
- Sales Expertise
- Leadership
- Digital Literacy
- Clear Interpersonal Communication
- Effective Organization Skills
Certification
- Series 7, FINRA
- Series 63, FINRA
- Securities Industry Essentials (SIE), FINRA, 01/23
Accomplishments
- Sales Growth: Increased sales by 100% in one year at Joey and Ely's Furniture through strategic business management and marketing efforts.
- Digital Strategy: Managed social media and digital content for Financial Advisors at Morgan Stanley, driving increased client engagement and business growth.
- Customer Satisfaction: Consistently met and exceeded client expectations in various roles, building strong, long-term relationships.
Languages
Spanish
Native or Bilingual
Timeline
Digital Virtual Engagement Associate - Wealth Management
Morgan Stanley
02.2023 - Current
General Manager, Sales and Operations
Joey and Ely's Furniture
02.2020 - 11.2021
Associate Banker/Teller
JP Morgan Chase
03.2013 - 03.2015
Customer Service Representative
Whole Foods Market
03.2007 - 10.2012
Bachelor of Science - Business Administration / Finance
Mercy University
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