Jacob Mathis
Jacksonville,FL
Summary
Motivated and detail-oriented Wealth Management Client Associate with hands-on experience in providing exceptional service to high-net-worth clients. Adept at client onboarding, account maintenance, and innovative problem-solving. Seeking to leverage skills in finance, sales, and customer service in a dynamic role that fosters growth and enhances client experiences.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Wealth Management Client Associate
Bank of America
Jacksonville, FL
08.2022 - Current
- Worked with highly affluent clients to manage their wealth and financial needs
- Led end-to-end onboarding and maintenance activities for new and existing clients
- Collaborated with cross-line business partners to offer products and services tailored to each client
- Innovated creative solutions to complex client challenges
- Managed client servicing requests, ensuring timely account maintenance and high-quality service
- Acted as a key member of the team, enhancing clients’ digital experience while ensuring privacy and security
- Facilitated customer accounting and centralized document control
- Assisted with restricted stock trades, delivering a seamless client experience
Shift Manager
Walgreens
Jacksonville, FL
01.2022 - 08.2022
- Handled all required cash management tasks, including refunds, order voids, product returns, and cash drops
- Ensured the store floor and stockroom were ready for business, maintaining an organized and efficient environment
- Managed store opening and closing procedures
- Assisted with bookkeeping tasks such as cash reports, ledgers, and bill payments
- Provided leadership during shifts, ensuring smooth operations and excellent customer service
Manager
Epic Theaters
Jacksonville, FL
04.2020 - 03.2021
- Managed customer service duties and administrative tasks, including cash drawer maintenance
- Trained new personnel in customer service and operational procedures
- Ensured cleanliness and sanitation of the box office and theater areas
- Managed concession preparation and cash handling during shifts
Education
M.B.A. -
Warner University
Lake Wales, FL12-2024
Bachelor of Science - Marketing/Finance
Southeastern University
Lakeland, FL12.2021
Associate of Arts -
Bethel University
Saint Paul, MN12.2020
Skills
- Accounting
- Sales
- Marketing
- Finance
- Customer Service
- Digital Experience Management
- Problem-Solving
- Leadership and Team Management
Certification
- Pharmacy Technician License
- Microsoft Office Specialist
Accomplishments
- Member, Football Team (2018–2021)
- Member, Track & Field Team (2018–2019)
- Member, Esports Team (2021)
- Alpha Chi Honor Society (2021)
- Dean’s List (2023–2024)
Timeline
Wealth Management Client Associate
Bank of America
08.2022 - Current
Shift Manager
Walgreens
01.2022 - 08.2022
Manager
Epic Theaters
04.2020 - 03.2021
M.B.A. -
Warner University
Bachelor of Science - Marketing/Finance
Southeastern University
Associate of Arts -
Bethel University