Janet Emhof
Rochester,NY
Summary
Detail-oriented Sr. Registered Sales Associate with over 28 years in the financial services industry. Proven ability to foster strong client relationships and assist in branch operations. Also worked as a bank teller before entering the Investment side of financial services.
Overview
18
18
years of professional experience
Work History
Sr. Registered Sales Associate
Raymond James and Associates
Rochester, NY
07.2017 - Current
- Maintain client relationships, everything from account opening to stock purchases.
- Assist in preparing client reports and proposals.
- Help with branch operations from deposits to processing incoming and outgoing mail.
Registered Client Associate
Wells Fargo Advisors
Rochester, NY
02.2008 - 07.2017
- Supported a 5 person team with everything from answering phones to stock transactions.
- Facilitated account opening processes, helping clients with documentation requirements.
- Managed client account inquiries in a timely matter.
Education
No Degree - Piano
Eastern New Mexico University
Portales, NMHigh School Diploma -
Highland Highschool
Albuquerque, NM05-1979
Skills
- Goal oriented
- Organized
- CRM proficiency
- Client relationship management
Timeline
Sr. Registered Sales Associate
Raymond James and Associates
07.2017 - Current
Registered Client Associate
Wells Fargo Advisors
02.2008 - 07.2017
No Degree - Piano
Eastern New Mexico University
High School Diploma -
Highland Highschool