Jake Sehoyan
Shelby Township,MI
Summary
Professional with experience in client service and financial operations. Proven ability to support and collaborate with teams to achieve results. Reliable and adaptable, with strong communication and problem-solving skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Stifel, Nicolaus & Co.
07.2024 - Current
- Assists financial advisors with processing trade requests and converting advisory accounts.
- Took a larger role in ensuring branch adherence to compliance standards set by the firm, the state Administrator, and the SEC.
- Generated marketing including advisor announcements, newsletters, event invitations and a website for the team that works out of the office.
Client Service Associate
Stifel Nicolas & Co.
06.2023 - 07.2024
- Assist an office of five financial advisors with day-to-day tasks like opening accounts, sending/receiving funds from clients, managing advisor calendars and maintaining stock of office supplies.
- Tasked with event planning for branch specific client events and lending a hand to other branches when staff is needed to work company events elsewhere.
Client Advisor
Tiffany & Co.
03.2022 - 02.2023
- Responsible for generating sales, crafting strong relationships with high value clients, and working in a dynamic industry.
- Ensured a luxury sales experience while providing clients with extensive knowledge about diamonds, precious metals, and other precious stones.
- Worked closely with team members and individually on both short and long sales cycles.
Sales Specialist
Hermès
05.2021 - 03.2022
- Responsible for generating sales, creating and maintaining consistent, positive relationships with clients, and working in an ever-changing, competitive environment.
- Adhered to strict luxury standards of sales etiquette and client privacy measures while regularly exceeding set sales goals.
- Specialization in sales of home goods, porcelain, and men's ready-to-wear while frequently cross-selling through Hermès' sixteen métiers.
Education
Bachelor's of Business Administration - Marketing
Wayne State University - Mike Ilitch School of Business
Detroit, MI12.2020
Skills
- Microsoft Office
- Communications
- Customer Service
- Organizational Skills
- Skilled in Thomson One, Salesforce, and Addepar
Certification
- SIE
- Series 7
- Series 63
- Series 66
Timeline
Registered Client Service Associate
Stifel, Nicolaus & Co.
07.2024 - Current
Client Service Associate
Stifel Nicolas & Co.
06.2023 - 07.2024
Client Advisor
Tiffany & Co.
03.2022 - 02.2023
Sales Specialist
Hermès
05.2021 - 03.2022
- SIE
- Series 7
- Series 63
- Series 66
Bachelor's of Business Administration - Marketing
Wayne State University - Mike Ilitch School of Business
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