Elisabet Badillo
San Antonio,TX
Summary
Dynamic investment servicing professional with extensive experience at J.P. Morgan, adept at enhancing client satisfaction through effective communication and compliance. Bilingual in Spanish, I leverage my Series 7 and 63 licenses to deliver tailored solutions, streamline operations, and foster strong relationships, driving business growth and operational efficiency.
Overview
12
12
years of professional experience
Work History
Invest Servicing Sr Spec III
J.P. Morgan
02.2024 - Current
- Delivered high-level support to financial advisors on investment accounts and brokerage products.
- Assisted with account inquiries, transactions, maintenance requests, and account openings.
- Resolved advisor concerns regarding account access, trading statements, and investment matters.
- Collaborated with internal departments to efficiently address complex client servicing issues.
- Ensured compliance with company policies and industry regulations while providing exceptional client service.
Executive assistant
PlanWell PWS
01.2023 - 09.2023
- Managed executive calendars, scheduled correspondence, and facilitated client communication.
- Supported financial advisors by overseeing daily operations and optimizing administrative functions.
- Prepared documents, reports, presentations, and client correspondence to maintain effective communication.
- Leveraged extensive knowledge of firm operations to enhance support for financial advisors.
- Operated independently to uphold professionalism while ensuring efficient task execution.
Business Office administrator
Edward jones
04.2022 - 01.2023
- Delivered personalized service by identifying financial service needs and providing tailored solutions.
- Assisted clients with account servicing and administrative requests to improve overall satisfaction.
- Built trusted relationships with clients while supporting daily branch operations.
- Created and updated business plans to align with branch goals effectively.
- Maintained compliance with company policies and operational procedures.
Substitute professional
Comal independent school district
01.2022 - 04.2022
- Contributed to implementation of classroom curriculum and instructional programs, improving student learning outcomes.
- Supported certified educators in daily operations and instructional delivery for enhanced classroom efficiency.
- Adapted classroom activities to align with evolving student needs, promoting engagement and participation.
Business Office administrator
Edward jones
10.2016 - 06.2017
- Assisted financial advisors in implementing new technology, optimizing operational systems for better client service.
- Streamlined office activities, resulting in improved operational efficiency and compliance.
- Coordinated daily office operations to ensure seamless equipment maintenance and administrative functions.
- Provided exceptional customer service by greeting clients and visitors professionally.
- Handled telephone and in-person inquiries, maintaining professionalism and responsiveness.
- Planned and prepared marketing materials for client events and branch communications.
Business development specialist
corpus christi financial group
04.2014 - 03.2016
- Identified and developed new business opportunities through collaboration with sales, marketing, and customer service teams.
- Cultivated strong client relationships, directly contributing to business growth initiatives.
- Expanded client base through educational seminars and investment presentations.
- Managed prospective and existing client portfolios to enhance satisfaction and retention.
- Compiled and analyzed data to create impactful materials for investment presentations.
Education
Associate of Arts - Business Administration
Del Mar College
Corpus Christi, TX05-2021
Associate of Arts - Speech Communication
Del Mar College
Corpus Christi, TX05-2021
Skills
- Series 7 and 63 licenses
- Bilingual proficiency (Spanish)
- Microsoft Office suite
- Typing speed: 60 WPM
- Effective communication
- Office management
- Investment processing
Timeline
Invest Servicing Sr Spec III
J.P. Morgan
02.2024 - Current
Executive assistant
PlanWell PWS
01.2023 - 09.2023
Business Office administrator
Edward jones
04.2022 - 01.2023
Substitute professional
Comal independent school district
01.2022 - 04.2022
Business Office administrator
Edward jones
10.2016 - 06.2017
Business development specialist
corpus christi financial group
04.2014 - 03.2016
Associate of Arts - Business Administration
Del Mar College
Associate of Arts - Speech Communication
Del Mar College