Ellie Malone
Westerville,OH
Summary
Knowledgeable and dedicated customer service professional with experience in the Financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
2
2
years of professional experience
3
3
Certification
Work History
Registered Client Service Associate
Morgan Stanley
Columbus , OH
11.2019 - Current
- Built long lasting relationships with clients by listening, offering insight and being valuable resource.
- Provided each client with exceptional level of service by responding quickly to issues and answering questions.
- Handled minor account issues quickly and escalated major problems immediately for assistance and resolution.
- Executed client trades/orders in a timely and efficient manner.
- Maintained data confidentiality through strict observance of information security procedures and corporate guidelines.
- Completed financial goal analysis for clients to illustrate historical portfolio performance.
- Introduced clients to available online resources and services to increase convenience.
- Managed master calendar by scheduling and confirming appointments.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Educated clients on products offered, account services and resolved client inquiries regarding statement information and account balances.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
Education
Associate of Science - Economics
Columbus State Community College
Columbus, OH12.2022
Skills
- Upbeat and Positive Personality
- Customer Retention Strategies
- Multitasking and Prioritization
- Building Customer Trust and Loyalty
- Verbal and Written Communication
- Responding to Difficult Customers
- Courteous with Strong Service Mindset
- Calm and Professional Under Pressure
- POS Systems and Ordering Platforms
- Efficient and Detail-Oriented
- Promoting Brand and Company Identity
- Customer Account Management
Accomplishments
- Founding member in Morgan Stanley's SWAT team, an elite group of IAR's that developed the onboarding process for new recruits and their clients.
Certification
State Securities Law Exam
Series 66 - Uniform Combined State Law Examination Aug 18, 2021
General Industry/Products Exam
Series 7TO - General Securities Representative Examination Mar 1, 2021
SIE - Securities Industry Essentials Examination Aug 10, 2020
Notary Public Ohio
Expected 02/15
Timeline
Registered Client Service Associate
Morgan Stanley
11.2019 - Current
Associate of Science - Economics
Columbus State Community College