Ieva Cinciute
Boynton Beach,FL
Summary
Financial Professional with a proven track record in fostering strong client relationships and delivering exceptional service. Known for the ability to drive client satisfaction and loyalty through attentive communication and customized solutions. Highly collaborative and results-focused, with a reputation for adaptability and reliability. Skilled in conflict resolution and strategic planning to meet evolving client needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager
Merit Financial Advisors
10.2021 - 08.2023
- Built and maintained relationships with new and existing clients while providing a high level of service.
- Analyzed client portfolios to recommend adjustments and new investments.
- Organized securities sales and purchases directed by the advisors on behalf of their clients
- Worked with the Margin Lending division to help clients obtain competitive margin rates, ensuring that margin requirements are in line with their risk tolerance.
- Generated proposals for prospective clients and conducted portfolio analyses to identify areas for potential enhancement.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Implemented CRM best practices, improving data accuracy and usability for client management.
Registered Representative
Muriel Siebert & Co., LLC.
11.2020 - 10.2021
- Developed and maintained positive customer relations and coordinated with team members to properly handle all client requests and questions.
- Provided a high level of service and assistance to clients to obtain new opportunities and repeat business.
- Successfully executed stock, option, and mutual fund trades specifically directed by Siebert clients.
- Keyed customer details, including contact information, suitability, and payment data into the system, carefully observing all corporate procedures related to confidentiality.
- Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
- Managed over 50 + client calls per day
Financial Services Representative
AXA Advisors
04.2019 - 01.2020
- Generated new business and identified investment opportunities
- Assessed clients' financial situations to develop strategic financial planning solutions
- Contacted potential clients to pursue sales and gather funds
- Educated and worked with clients on ROI terms to find accurate solutions for their retirement goals
- Built productive relationships with prospective customers to drive sustained growth
- Assessed clients for their financial goals via discovery kit and recommended financial products to meet their individual needs
Office Administrator
Tiger Foam
09.2015 - 05.2018
- Reconciled account files and produced monthly reports to keep owner informed about office operations
- Reported on daily office activities to help managers stay on top of dynamic conditions and make proactive decisions
- Played key role in achieving and maintaining top client satisfaction and retention by maintaining project deliverable accuracy and alignment with specifications
- Reconciled quickbooks for eBay and Amazon sales
- Deposited and entered checks for orders from net 30 commercial customers
- Handled incoming customer calls, scheduled estimates, typed up boiler plate contracts, and maintained customer folders
- Facilitated office productivity, coordinating personnel schedules, quality assurance and procedural improvements.
Education
BBA - Finance
Florida International University
Miami, FLAssociate of Arts - Business Administration
Brookdale Community College
Lincroft, NJSkills
- Financial Product Knowledge
- Risk Management
- Investment Analysis
- Financial Planning
- Margin Lending
- Trading
- Strong Quantitative Skills
- Client Relationship Management
- Attention to Detail
- Customer service
- Excellent communication
Certification
- Series 7
- Series 63
- SIE
- Life, Health, and Annuity 2-15
Timeline
Relationship Manager
Merit Financial Advisors
10.2021 - 08.2023
Registered Representative
Muriel Siebert & Co., LLC.
11.2020 - 10.2021
Financial Services Representative
AXA Advisors
04.2019 - 01.2020
Office Administrator
Tiger Foam
09.2015 - 05.2018
BBA - Finance
Florida International University
Associate of Arts - Business Administration
Brookdale Community College
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