Jackie Bannister
Waukee,IA
Summary
Talented Registered Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Registered Client Associate
RBC Wealth Management
08.2012 - 10.2023
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Processed and verified all new account applications and documents.
- Facilitated the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
- Coordinated client events / dinners.
Education
Bachelor of Arts - Public Relations & Sociology
Coe College
Cedar Rapids, IASkills
- Client Service
- Client Correspondence
- Branch Operations
- Maintaining Client Databases
- Creating Website Content
- Client Meetings
- Client Retention
- Client Scheduling
- Team Goals
- Excellent Verbal Communication Skills
- Client Coordination
- Special Events
Certification
- FINRA Series 7 & 63 licensed
Timeline
Senior Registered Client Associate
RBC Wealth Management
08.2012 - 10.2023
Bachelor of Arts - Public Relations & Sociology
Coe College
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