Jacob Oakley
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
9
9
years of professional experience
Work History
Client Service Associate
Envestnet
06.2022 - Current
- Established strong relationships with Financial Advisors and their associated firms, engaging in daily interactions to assist them in managing portfolios through our product 'Tamarac Trading.' Developed a deep understanding of financial markets, including investment strategies, market terminology, and regulatory compliance
- Managed high-net-worth portfolios through Tamarac, handling assets worth millions and servicing some of the organization's largest clients with billion-dollar books of business
- Played a key role in the team, actively participating in the hiring process of new employees
- Earned the trust of Envestnet to conduct candidate interviews, leveraging my comprehensive knowledge of the platform to identify the best-fit candidates for the organization
- Excellently honed communication skills through regular interactions with Financial Advisors and their affiliated firms, ensuring high-level client satisfaction and engagement
- Utilized Excel and our financial technology services platform with speed and efficiency, while also enhancing team productivity through the effective use of OneNote.
05.2015 - 05.2022
- Buy and sell a variety of shares of informational technology stocks in the S&P 500 during TVA Investment Challenge
- Gained hands-on experience in stock trading including low risk long term investments and short-term investments with higher expected returns
- Consistently study the market to stay up to date on the current economic outlook.
08.2021 - 12.2021
- One of three students chosen by Dr
- Stephen Durr to represent Murray State University through the management of a $700,000 portfolio for the Tennessee Valley Authority (TVA)
- Learned how to read financial statements and financial ratios to determine investment decisions
- Created a positive return from our investment decisions and presented the results to TVA.
Temporary Production Operator
H.B. Fuller
07.2018 - 07.2019
- Maintained mixers, extruders, and extractors for their assigned production cell to ensure the highest quality, and productivity at all times
- Monitored machinery in operation to identify concerns and make corrections to complex problems
- Documented production information via daily system logs and discussed non-conformance issues with management
- Earned Forklift certification in July 2018; used forklifts to complete tasks and transport items
- Passed Forklift safety course that includes a written test and a driving course.
Food Runner
Tap 216
01.2017 - 05.2017
- Multitasked by performing order checks, food runs, and assisting employees within a fast-paced environment
- Managed guest relation issues such as complaints, recommendations, and accommodation requests
- Focused on proper safety procedures for preparation and storage of food.
Education
Bachelor of Science in Business - Finance
Murray State University
Murray, KY05.2022
Skills
- Empathy and patience
- Issue Resolution
- Performance metrics analysis
- Data entry proficiency
- Client Relationships
- Interpersonal and written communication
- Professionalism and Etiquette
- Client Retention Strategies
- Meeting facilitation
- Call center experience
- Outbound Calling
- Client Support
Timeline
Client Service Associate
Envestnet
06.2022 - Current
08.2021 - 12.2021
Temporary Production Operator
H.B. Fuller
07.2018 - 07.2019
Food Runner
Tap 216
01.2017 - 05.2017
05.2015 - 05.2022
Bachelor of Science in Business - Finance
Murray State University