Jaime Jaimes
Bedford,TX
Summary
Driven financial services professional with a strong background in client engagement, investment services, and customer relationship management. Proven success supporting high-net-worth individuals and fostering trust to enhance client satisfaction. Eager to contribute to a dynamic, merit based environment by leveraging communication and persuasion skills to support firm growth and financial well-being of clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Development Professional
J.P. Morgan Wealth Management
08.2024 - Current
- Initiated outbound prospecting efforts targeting high-net-worth individuals and business owners.
- Conducted high-volume outbound calls to prospective clients, introducing financial planning and investment solutions.
- Scheduled appointments and discovery calls for Senior financial advisors helping increase qualified leads.
- Leveraged a holistic goals based approach to help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience.
Senior Investment Professional
J.P. Morgan Wealth Management
08.2023 - 08.2024
- Provided Tailored support to high-net-worth clients, assisting with portfolio administration, account maintenance and service requests.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Developed strong product knowledge to provide quality leads and referrals for Senior Advisors.
- Encouraged continuous improvement among team members by sharing insights about exceptional service delivery techniques
Professional Investor Services
Charles Schwab
01.2022 - 08.2023
- Responsible for identifying client's needs quickly while documenting interactions and maintaining focus on customer satisfaction.
- Extremely flexible and efficient with assisting clients including high net worth clients.
- Ability to handle complex market transactions, margin balances, options and interest bearing products.
- Competent in financial markets, operations, and retirement accounts.
Investor Services Intern
TD Ameritrade
06.2021 - 01.2022
- Provided primary customer support to internal and external customers.
- Demonstrated expertise by navigating clients on the website and trading platforms.
- Managed leadership responsibilities by facilitating team huddles and engagement activities.
- Contributed to team success by sharing best practices and looking for areas of opportunity.
Education
BBA - Finance
University of North Texas
Denton, TX12.2021
Skills
- Team Leadership
- Microsoft Office
- Team Development
- Problem Solving
- Multi-tasking
- Customer Relations
Certification
Series 7
Series 63
Achievements
Member of UNT Professional Leadership Program
Certificate and completion in Bloomberg Market Concepts
Languages
Spanish
Native or Bilingual
Timeline
Client Development Professional
J.P. Morgan Wealth Management
08.2024 - Current
Senior Investment Professional
J.P. Morgan Wealth Management
08.2023 - 08.2024
Professional Investor Services
Charles Schwab
01.2022 - 08.2023
Investor Services Intern
TD Ameritrade
06.2021 - 01.2022
BBA - Finance
University of North Texas
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