Jennifer Conway
Camp Hill,PA
Summary
Professional with wealth of experience in financial advisory support. Adept at providing comprehensive administrative assistance and fostering client relationships. Focused on collaborative teamwork and delivering results, known for adaptability and reliability. Skilled in financial data analysis and client communication, embodying high standards and professionalism.
Overview
28
28
years of professional experience
Work History
Wealth Management Associate
Morgan Stanley
07.2004 - Current
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
- Strengthened relationships between the firm''s wealth management division and clients by assisting with special events, seminars, and workshops.
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
- Contributed to successful client meetings by preparing detailed agendas, gathering pertinent materials, and taking thorough notes for follow-up actions.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Facilitated new client onboarding process and investment account setup.
- Supported senior financial advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail.
Branch Service Manager
PNC Bank, NA
08.1996 - 07.2004
- Improved customer satisfaction by addressing and resolving service-related issues promptly and professionally.
- Boosted team morale through effective communication, recognition of achievements, and creating a positive work environment.
- Developed strong relationships with clients, fostering loyalty and trust while driving business growth.
- Conducted regular audits of branch activities, ensuring compliance with regulatory requirements and company policies.
- Optimized staff scheduling to ensure adequate coverage during peak hours and reduced overtime expenses.
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
- Managed branch operations for optimal efficiency, ensuring smooth daily functioning and minimizing downtime.
- Increased revenue with proactive sales strategies and cross-selling of banking products to customers.
- Evaluated employee performance regularly, providing constructive feedback for continuous improvement.
- Cross-sold products such as consumer loans by listening to customers and understanding needs and taught staff to implement similar processes in every interaction.
Education
Bachelor of Arts - Finance
Ashford University
Clinton,IA02-2014
Minor - Human Resources
Ashford University
Clinton, IA02-2014
Professional Certification - Financial Paraplanner Qualified Professional
College For Financial Planning
Centennial, CO07-2009
Skills
- Client Retention
- Customer Service
- Problem-solving abilities
- Reliability
- Honest and Dependable
- Financial Goal Planning
Timeline
Wealth Management Associate
Morgan Stanley
07.2004 - Current
Branch Service Manager
PNC Bank, NA
08.1996 - 07.2004
Bachelor of Arts - Finance
Ashford University
Minor - Human Resources
Ashford University
Professional Certification - Financial Paraplanner Qualified Professional
College For Financial Planning
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