Elizabeth Gilbert
Wylie,TX
Summary
Senior client associate specializing in client onboarding and financial reporting. Demonstrated success in maintaining compliance and building robust client relationships. Expertise in streamlining processes to enhance client satisfaction and operational efficiency. Skilled in transaction processing and regulatory compliance audits. I enjoy working as a team to ensure smooth operations and client satisfaction. Detail-oriented professional with strong expertise in client onboarding, financial reporting, and compliance. Proven ability to foster positive client relationships and ensure adherence to industry regulations.
Overview
28
28
years of professional experience
Work History
Senior Client Associate
RBC Wealth Management
Dallas, TX
01.1998 - Current
- Facilitated onboarding by gathering required documents from new clients.
- Maintained confidentiality of bank records and client information.
- Prepared detailed reports on market trends, portfolio performance, and asset allocation strategies.
- Supported account openings and transfers between custodians or brokerage firms.
- Collaborated with compliance team to ensure adherence to industry regulations.
- Managed financial tracking, billing, and administrative functions.
- Assisted in preparation of monthly, quarterly, and annual financial reports.
- Coordinated delivery of security certificates to companies and customers.
- Managed daily banking transactions, including deposits, withdrawals, and transfers.
- Provided support for external auditors during annual audit engagements.
- Assisted advisors in preparing investment proposals for clients.
- Mentored junior associates on client service best practices.
- Provided exceptional customer service to clients and maintained positive relationships with them.
Skills
- Client onboarding and relationship management
- Financial reporting and compliance
- Training and mentoring
- Wealth management
- Administrative support
- Professionalism
- Team collaboration
- Account maintenance
- Back office operations
- Policy compliance
Timeline
Senior Client Associate
RBC Wealth Management
01.1998 - Current