Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jade McAnelly

Gilbert,AZ

Summary

Accomplished Financial Services Representative with a proven track record at Morgan Stanley, adept in customer relationship management and financial services, holding both SIE Certification and Series 7 License. Excelled in building strong client relationships and achieving sales targets through effective communication and industry knowledge.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Morgan Stanley
04.2024 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.

Bartender

Cold Beers And Cheeseburgers
03.2022 - 12.2023
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.

Insurance Agent

Efinancial
05.2019 - 04.2020
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Education

Marketing - Fashion

Academy of Art University
San Francisco, CA
05.2023

Skills

Financial Services

Customer Relationship Management

Regulatory Compliance

Certification

SIE Certification

Series 7 License

Timeline

Financial Services Representative

Morgan Stanley
04.2024 - Current

Bartender

Cold Beers And Cheeseburgers
03.2022 - 12.2023

Insurance Agent

Efinancial
05.2019 - 04.2020

Marketing - Fashion

Academy of Art University
Jade McAnelly