Jeremy Harris
Marietta,GA
Overview
5
5
years of professional experience
Work History
Registered Paraplanner
Ameriprise Financial LLC
03.2023 - 11.2023
- Assisted in client meeting preparation and various client deliverables
- Completed stock trades and purchased mutual funds, bonds, CDs, and other investment products
- Collaborated with clients to address and resolve issues
- Supported various practice management tasks as necessary, contributing to the overall efficiency and success of the team
- Executed administrative tasks, including opening, maintaining, and closing client accounts while also processing client account documentation
- Facilitated the smooth and accurate transfer of funds and assets between internal and external accounts
Client Service Associate
J.P. Morgan Private Bank
04.2021 - 02.2023
- Served as the primary point of contact for clients, advisors, product partners, and operations teams as it pertained to all service-related needs, including money movement, security transfers, loan transactions, and research requests
- Engaged with the Private Bank’s wealthiest clients via inbound and outbound calls,responding to their inquiries and service needs while maintaining and strengthening client relationships
- Simultaneously supported two different client service teams to provide full support for short-handed service teams
- Prepared client documentation and paperwork for account maintenance and banking products
- Led the Connecticut service team in fulfilling client and front office requests in a timely manner by utilizing effective methods of time management and prioritization
Financial Advisor
Edward Jones Investments
02.2019 - 11.2019
- Utilized door-to-door marketing by knocking on 50 doors a day and networking to build a book of business of $250,000 of AUM in 4 months
- Developed retirement plans and personalized wealth strategies
- Sold various financial products such as stocks, bonds, and mutual funds to generate a1.35% management fee on all AUM
- Obtained Series 7 & Series 66 along with insurance license
- Constructed personalized portfolios according to each individual’s goals and risk
- Developed genuine and trustworthy relationships with clients
- Utilized a CRM (client relationship management) system
Education
Bachelor of Science in Biochemistry -
University of Missouri - Columbia
Columbia, MO12.2012
Skills
- Client Acquisition
- Leadership
- Salesforce (CRM)
- Networking
- Lead Generation
- Emotional Intelligence
- Sales
- Customer Service
- Series 7 and Series 63
- Microsoft Office
Timeline
Registered Paraplanner
Ameriprise Financial LLC
03.2023 - 11.2023
Client Service Associate
J.P. Morgan Private Bank
04.2021 - 02.2023
Financial Advisor
Edward Jones Investments
02.2019 - 11.2019
Bachelor of Science in Biochemistry -
University of Missouri - Columbia
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