Janet Fetherolf
Tallahassee,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
39
39
years of professional experience
Work History
Client Associate
Merrill Lynch/Bank Of America
09.2021 - 10.2022
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
- Processed and verified all new account applications and documents.
- Collaborated across departments ensure seamless delivery services throughout client lifecycle fostering long-lasting, mutually beneficial relationships.
- Increased client retention through personalized attention and excellent communication skills.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
Client Associate
Merrill Lynch/Bank Of America
01.1984 - 12.2019
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
- Processed and verified all new account applications and documents.
- Collaborated across departments ensure seamless delivery services throughout client lifecycle fostering long-lasting, mutually beneficial relationships.
- Increased client retention through personalized attention and excellent communication skills.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
Education
High School Diploma -
Bethlehem Catholic High School
Bethlehem, PA06.1975
Skills
- Microsoft Office
- MS Office
Timeline
Client Associate
Merrill Lynch/Bank Of America
09.2021 - 10.2022
Client Associate
Merrill Lynch/Bank Of America
01.1984 - 12.2019
High School Diploma -
Bethlehem Catholic High School
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