Gabriella Estevez
San Antonio,TX
Summary
Driven graduate to be, who is career-focused with routine training in Wealth Management. Dedicated part-time Client Service Associate known for building relationships, cultivating partnerships, and contributing value in business performance figures. In-depth knowledge of Microsoft Word, and Excel with frequent training in Account Management software's. Excellent written and oral interpersonal skills with 3+ years of experience in working directly with customer sales and retention.
Overview
5
5
years of professional experience
Work History
Client Service Associate
Morgan Stanley, Wealth Management
06.2022 - Current
- Managed complex client portfolios, ensuring appropriate risk management strategies were employed.
- Organized seminars and events to strengthen relationships between clients, financial advisors, and firm.
- Maintained extensive understanding of market trends to provide informed assistance to clients.
- Assisted in retention of high-value clients through proactive communication and exceptional service delivery.
- Provided comprehensive support to Financial Advisors, facilitating effective client relationship management.
- Demonstrated strong teamwork by collaborating closely with colleagues on complex cases, sharing insights, and learning from each other''s expertise.
Wealth Management Intern
Morgan Stanley, Wealth Management
11.2021 - 06.2022
- Established relationships with new and existing clients to advance team progress and improve business.
- Assisted with client communication for financial planning meetings and supported team with clerical and administrative tasks.
- Assisted Financial Advisor with daily duties such as client correspondence and processing client account changes.
- Reviewed alternative investments, insurance policies, and corporate contracts with team.
Ambassador
Hype and Vice
09.2020 - 12.2021
- Engaged and interacted with consumers to create demand for products with personalized discount code.
- Represented University as one of Hype & Vice's chosen ambassadors for the Texas Tech clothing line.
- Created social media content to drive brand awareness and attract new customers.
Hostess
The Funky Door
08.2020 - 09.2021
- Greeted guests and managed expectations by inquiring any special requests to cultivate positive guest relations for enhanced customer experience.
- Answered phone inquiries to schedule and confirm reservations, record takeout orders, promote daily specials, communicate menu updates and respond to service questions.
- Utilized computer-based and mobile reservation software to support serving staff, food runners, and bussers to keep dining room presentable and ready for guests.
Front Desk Sales Associate
Crunch Fitness
09.2019 - 01.2020
- Greeted incoming guests to complete check-ins, make appointments, address concerns, resolve complaints, or answer account-related questions.
- Helped guests select and purchase products, join loyalty programs, and sign up for services while offering promotional deals to meet monthly sales goal.
- Promoted tanning services and products to generate commission on top of hourly wage.
- Updated databases to provide internal access to client information.
Education
Master of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX05.2024
BBA - Management
Texas Tech University
Lubbock, TX08.2022
High School Diploma -
Johnson High School
San Antonio, TX06.2018
Skills
- MOS Excel Certification
- Salesforce CRM and Office Management Software
- POS Systems and Ordering Platforms
- Strong Analytical and Problem Solving Skills
- Advanced Communication and Interpersonal Skills
- Establishing and Maintaining Customer Relationships
- Teamwork and Collaboration
- Customer Account Management
- Administrative and Office Support
- Excellent Attention to Detail
- Sales Expertise
- Account and Records Management
- Customer Data Confidentiality
- Policies and Procedures Adherence
- Transaction Processing
Timeline
Client Service Associate
Morgan Stanley, Wealth Management
06.2022 - Current
Wealth Management Intern
Morgan Stanley, Wealth Management
11.2021 - 06.2022
Ambassador
Hype and Vice
09.2020 - 12.2021
Hostess
The Funky Door
08.2020 - 09.2021
Front Desk Sales Associate
Crunch Fitness
09.2019 - 01.2020
Master of Science - Personal Financial Planning
Texas Tech University
BBA - Management
Texas Tech University
High School Diploma -
Johnson High School
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