Jacquelyn Davis
Conroe,TX
Summary
Efficient and productive known for my ability to complete tasks swiftly and accurately. Possess specialized skills in client relationship management, financial planning support, and regulatory compliance. Excel in communication, problem-solving, and teamwork, ensuring seamless operations within finance teams.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Morgan Stanely
The Woodlands, TX
02.2016 - Current
- Deliver outstanding customer service by addressing inquiries promptly, precisely, and with a professional demeanor.
- Provide solutions for clients and financial advisors.
- Maintain relationships with over 200 clients.
- Adhere to applicable FINRA rules and regulations while performing job duties.
- Coordinate with internal and external teams to ensure timely and successful delivery of solutions, according to client needs.
On-Air Content Coordinator
Fox Sports Network
The Woodlands, TX
07.2014 - 02.2016
- Conducted research and developed content for on-air presentation within a time-critical framework.
- Monitored the performance of system software and addressed issues.
- Ensured accuracy of information presented in all content pieces prior to publication.
- Created editorial data and program alerts for 20+ regional networks.
Education
Bachelor of Science - Sports Management
Texas A&M University
College Station, TX05-2013
Skills
- Account Servicing
- Team Collaboration
- Time Management
- Skilled in Saleforce and Microsoft Office Suites
- Strong interpersonal skills
- Networking and relationship building
Certification
- Series 7 and 66
Accomplishments
- 2x Captain of the Texas A&M Equestrian Team (Division 1).
- 4x NCEA National Equestrian Team Champion.
- 1x Big 12 Equestrian Team Champion.
Timeline
Registered Client Service Associate
Morgan Stanely
02.2016 - Current
On-Air Content Coordinator
Fox Sports Network
07.2014 - 02.2016
Bachelor of Science - Sports Management
Texas A&M University
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