Jennifer Meyer
Little Elm,TX
Summary
Experienced Client Associate with over 16 years of experience. Excellent reputation for resolving problems and improving client satisfaction. Organized, dependable, and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Senior Client Associate - Officer
Wells Fargo Advisors
Plano, TX
05.2008 - Current
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Prepared forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests from stockholders.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
- Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
Wire Operator / Receptionist / Cashier /Operations Specialist
Wells Fargo Advisors
Plano, TX
01.2006 - Current
- Greeted clients, answered phones, and worked switchboard.
- Reviewed incoming trades and notifications on wire, distributed them accordingly, organized and filed records per policy.
- Processed daily deposit for 4 branch offices. Ensured checks were in order and funds were deposited to correct account.
- Acted as liaison between advisors and back office operations.
- Processed trade errors as needed.
- Researched and resolved issues that arose.
Server
Olive Garden Restaurant
Frisco, TX
07.2005 - 05.2008
- Cultivated warm relationships with regular customers.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
- Noted special patron requests and followed up with kitchen to confirm delivery.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
- Answered customers' questions, recommended items and recorded order information.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
Skills
- Administrative Support
- Client Support
- Client Meetings
- Branch Operations
- Client Correspondence
- Microsoft Office
- Service Quality
- Office Organization
Accomplishments
- Awarded Team Member of the Year in 2012 for the Wells Fargo Advisors Home Region; flown to St. Louis for a special ceremony in which only 165 associates in the entire firm were celebrated for their efforts.
Timeline
Senior Client Associate - Officer
Wells Fargo Advisors
05.2008 - Current
Wire Operator / Receptionist / Cashier /Operations Specialist
Wells Fargo Advisors
01.2006 - Current
Server
Olive Garden Restaurant
07.2005 - 05.2008
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