Janine Cirri
Port Murray,NJ
Summary
Enthusiastic financial services professional highly motivated and effective at working with ultra-high-net-worth individual and families. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and custom-tailored investment strategies.
Overview
22
22
years of professional experience
Work History
Client Service Associate, FPQP
Corient
03.2021 - Current
- Cultivate and enhance new and existing client relationships through active communication
- Onboard and maintain client accounts, capturing and assessing risk, processing money movement transactions and handling estate needs
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Became a Certified Financial Paraplanner Qualified Professional
- Project management and support, taking an active role in projects surrounding recent mergers
- Use Tamarac and CRM to prepare and submit database statistics, graphs and charts to accurately track financial movements.
- Creating highly empathetic client relationships and earned reputation for exceeding service standard goals.
Administrative Assistant
Van Deusen and Associates
12.2017 - 01.2021
- Provided ongoing administrative support to senior executives, driving organizational success through the management of daily operations and special projects
- Served as one of the primary contacts for an average of 40 incoming phone calls per day, addressing inquiries and resolving concerns
- Implemented and monitored programs as directed by management, and see the programs through to completion
- Managed workflow from field examiners and ensuring that deadlines are met
Product Specialist
OppenheimerFunds, Inc.
03.2006 - 07.2007
- Consulted and advised financial advisory clients on market positions of over 60 equity/fixed income/real estate/alternative investment mutual funds, charitable giving, separately managed accounts and retirement products
- Increased sales and assets by communicating with financial advisors while assessing the needs of the customer, fulfilling needs, and identifying possible sales opportunities
- Effectively managed workload to meet inbound telephone metric goals and increased sales by assisting with projects such as creating reports, hypotheticals and assisting with marketing campaigns
- Consistently received outstanding quality scores and continually outperformed group metric averages
- Proactively called financial advisors to develop leads and to nurture existing relationships, while promoting sales of products and services.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Licensed Sales Assistant (Series 7 and Series 63)
JB Hanauer & Co
02.2002 - 03.2006
- Demonstrated sound judgment, decisiveness, and well-developed planning, analytical, and communication skills
- Reduced process discrepancies through measured implementation of performance reporting and data systems
- Prepared and submitted responses to requests and requirements of auditors, regulators and investors
- Monitored and evaluated financial performance and authored and delivered communications
- Performed financial and sales analysis and determined best practices to mitigate risk with customers
Education
High School Diploma -
Hopatcong High School
Hopatcong, NJ06.2001
Skills
- CRM
- Bloomberg
- JJ Kenny
- Boss 3000
- Microsoft Office
- Reuters
- Siebel
- SAMI
- Morningstar
- Salesforce
- Salentica Engage
- Tamarac
References
REFERENCES FURNISHED UPON REQUEST
Timeline
Client Service Associate, FPQP
Corient
03.2021 - Current
Administrative Assistant
Van Deusen and Associates
12.2017 - 01.2021
Product Specialist
OppenheimerFunds, Inc.
03.2006 - 07.2007
Licensed Sales Assistant (Series 7 and Series 63)
JB Hanauer & Co
02.2002 - 03.2006
High School Diploma -
Hopatcong High School
Similar Profiles
KAITLYN CASAMENTOKAITLYN CASAMENTO
Client Relationship Specialist at Corient Capital PartnersClient Relationship Specialist at Corient Capital Partners
Atul KhandelwalAtul Khandelwal
Assistant Manager -Finance and Accounts at Corient Business Solutions LimitedAssistant Manager -Finance and Accounts at Corient Business Solutions Limited
Akash ChaurasiaAkash Chaurasia
UK SR Payroll Accountant at Corient Business Solutions Pvt LtdUK SR Payroll Accountant at Corient Business Solutions Pvt Ltd
Sarah MacMillanSarah MacMillan
Welcome Desk Assistant at Imaginon: The Joe & Joan Martin CenterWelcome Desk Assistant at Imaginon: The Joe & Joan Martin Center
Lindsay GaffordLindsay Gafford
STEWARDSHIP PROJECT DIRECTOR OF SANCTUARIES at New Jersey AudubonSTEWARDSHIP PROJECT DIRECTOR OF SANCTUARIES at New Jersey Audubon