Emily Merrill
St. Petersburg,FL
Summary
Dynamic Client Service Associate with a proven track record in client onboarding and account management. Skilled in financial reporting and effective communication, driving relationships that enhance client satisfaction and retention.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Associate
Raymond James & Assoc
Saint Petersburg, FL
01.2022 - Current
- Coordinated meetings between clients and financial advisors.
- Managed client inquiries and resolved issues efficiently.
- Processed client account documentation and maintained records accurately.
- Assisted in preparing financial reports for client reviews.
- Supported onboarding of new clients and ensured smooth transitions.
- Developed strong relationships with clients through effective communication.
- Generated reports detailing the activities of each account, including trade history and portfolio performance.
Skills
- Client onboarding
- Financial reporting
- Account management
- Data analysis
- Compliance tracking
- Customer relationship management
- Time management abilities
Certification
- SIE
Timeline
Client Service Associate
Raymond James & Assoc
01.2022 - Current
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