Jeffrey Good
Newark,DE
Summary
Driven finance professional with 5+ years of experience in the financial services industry, combining strong analytical abilities, client-facing experience, and a proven commitment to delivering accurate, efficient, and results-oriented solutions. Highly adaptable and resourceful, with the ability to quickly learn new systems, processes, and financial concepts while performing effectively in fast-paced and evolving environments.
Strong communicator with experience building professional relationships, understanding client needs, resolving issues, and identifying practical solutions that support both client satisfaction and business objectives. Detail-oriented and analytical with a demonstrated ability to manage competing priorities, exercise sound judgment, and maintain accuracy in financial and operational activities. Equally effective working independently or as part of a team, with a strong work ethic, leadership mindset, and commitment to continuous growth within the banking and financial services industry. Open to relocation.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Senior Client Service Associate
JP Morgan Private Bank
Newark, DE
05.2022 - Current
- Manage and strengthen relationships with high-net-worth clients and complex client entities, serving as a primary point of contact and delivering responsive, personalized financial service.
- Act as a first point of contact for client inquiries, account servicing needs, and transactional requests, ensuring timely resolution while maintaining a high standard of client satisfaction.
- Coordinate with Banking, Investment, Operations, Maintenance, and IT teams to facilitate complex client requests, resolve operational issues, and ensure seamless execution of banking services.
- Execute and coordinate client transactions and account servicing activities while maintaining accuracy, efficiency, and adherence to established banking procedures and internal controls.
- Support clients across multiple international time zones, effectively prioritizing competing requests, managing deadlines, and coordinating virtual meetings through strong time-management and organizational skills.
- Develop and maintain comprehensive knowledge of banking products, financial services, and client solutions to identify client needs and provide appropriate guidance and support.
- Identify client needs and refer clients to financial specialists, investment professionals, and relevant banking departments, facilitating opportunities for deeper client engagement and financial solutions.
- Handle a high volume of inbound calls, emails, and service requests, prioritizing inquiries and providing timely, professional communication to clients.
- Investigate and resolve client complaints, account-related issues, and service concerns using a solution-oriented approach while exercising sound judgment and maintaining client confidentiality.
- Train and mentor new associates on banking operations, service procedures, client communication, and professional service standards, contributing to team development and operational consistency.
- Demonstrate strong attention to detail, problem-solving, communication, and relationship-management skills in a fast-paced financial services environment.
Financial Advisor
Diamond State Financial Group
Newark, DE
02.2021 - 04.2022
- Developed and delivered comprehensive, client-focused financial plans by assessing financial goals, needs, objectives, and risk tolerance to formulate appropriate financial strategies.
- Conducted in-depth client financial assessments and analyzed individual circumstances to identify opportunities and recommend tailored financial products and solutions.
- Evaluated client risk profiles and investment objectives, ensuring financial strategies remained aligned with changing goals, circumstances, and market considerations.
- Built and expanded a strong client portfolio through networking, referrals, relationship development, and engagement with centers of influence across multiple industries.
- Established and maintained trusted relationships with current and prospective clients through consultative financial discussions, personalized recommendations, and ongoing client service.
- Conducted face-to-face client meetings and presentations to communicate financial strategies, investment recommendations, risk considerations, and recommended solutions in a clear and professional manner.
- Regularly reviewed and updated client financial strategies to ensure alignment with current risk tolerance, financial objectives, and evolving client needs.
- Provided insurance planning and risk-management guidance, recommending appropriate protection strategies to help clients mitigate financial exposure associated with unforeseen life events.
- Managed and serviced existing client accounts, addressing ongoing financial needs and ensuring account strategies remained consistent with established goals and objectives.
- Applied strong analytical, communication, relationship-management, and problem-solving skills to deliver personalized financial solutions and maintain long-term client relationships.
Vice President of Communications
Alpha Sigma Phi Fraternity
Morgantown, WV
01.2018 - 05.2020
- Served as a primary liaison with National Alpha Sigma Phi Headquarters, coordinating communications regarding organizational updates, events, policies, and changes to day-to-day operations.
- Acted as a primary liaison with National Alpha Sigma Phi Headquarters, coordinating communications regarding organizational updates, events, policies, and changes to day-to-day operations.
- Demonstrated strong attention to detail, information management, organizational leadership, and cross-functional communication while managing multiple priorities and deadlines.
- Supported operational continuity by ensuring key organizational information was accurately documented, properly maintained, and effectively communicated to relevant stakeholders.
- Developed a secure, centralized document-management system providing authorized chapter members with efficient access to policies, records, and organizational resources.
- Created, organized, and maintained centralized digital records and documentation, ensuring information remained current, accurate, accessible, and compliant with organizational requirements.
- Documented chapter and executive-level meetings by maintaining detailed meeting minutes, decisions, policy changes, and action items, creating an accurate record of organizational activities.
- Managed and maintained accurate operational records, spreadsheets, presentations, and digital documentation to support chapter efficiency and informed decision-making.
Education
Bachelor of Science - Finance
West Virginia University
Morgantown, WV05-2020
Skills
- Client Relationship Management
- Account Management & Servicing
- Financial Services & Banking Products
- Transaction Processing
- Banking Operations
- Client Issue Resolution
- Process optimization
- Risk Awareness & Internal Controls
- Analytical Thinking & Problem Solving
- Attention to Detail & Accuracy
- Project & Workflow Management
- Task Prioritization & Time Management
- Professional Communication
- Cross-Functional Collaboration
- Customer support
Certification
- Series 7
- Series 66
- Securities Industry Essentials (SIE)
Timeline
Senior Client Service Associate
JP Morgan Private Bank
05.2022 - Current
Financial Advisor
Diamond State Financial Group
02.2021 - 04.2022
Vice President of Communications
Alpha Sigma Phi Fraternity
01.2018 - 05.2020
Bachelor of Science - Finance
West Virginia University