Jennifer McHugh
Lake Orion
Summary
Friendly Registered Client Service Associate promoting a background in overseeing accounts and managing document processing. Possessing well-developed communication, interpersonal, and relationship building talents. Looking to tackle new challenges with a company that values dynamic skills and a strong work ethic.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Comerica Bank
Bloomfield Hills
03.2007 - Current
- Managed client inquiries and provided timely responses to ensure satisfaction.
- Facilitated account maintenance and updates for accurate client records.
- Coordinated with internal teams to resolve client issues efficiently.
Sales Assistant
Smith Barney
Farmington Hills
03.2006 - 03.2007
- Assisted clients with account inquiries and product information.
- Supported sales team in preparing client presentations and reports.
- Coordinated appointment scheduling for financial advisors and clients.
Regional Administrative Assistant
National City Bank
Rochester
09.2002 - 03.2006
- Coordinated office communications and maintained schedule for regional manager.
- Prepared reports and presentations for executive meetings.
- Managed travel arrangements and itineraries for staff across multiple locations.
- Scheduled training classes and testing for licensed bankers.
Education
Some College (No Degree) - Elementary Education
Oakland University
Rochester, MISkills
- Effective communication with external and internal clients
- Client Relationship Management software
- Microsoft Office
Certification
- Series 7 and 63 licensed
Timeline
Registered Client Service Associate
Comerica Bank
03.2007 - Current
Sales Assistant
Smith Barney
03.2006 - 03.2007
Regional Administrative Assistant
National City Bank
09.2002 - 03.2006
Some College (No Degree) - Elementary Education
Oakland University