JESSICA FEINER
DeForest
Summary
Dynamic Wealth Associate Relationship Manager at Johnson Financial Group with a proven track record in client relationship management and regulatory compliance. Expert in developing tailored financial strategies, enhancing client loyalty, and streamlining processes for efficiency. Recognized for attention to detail and problem-solving skills, driving exceptional service and satisfaction in all client interactions.
Overview
17
17
years of professional experience
Work History
Wealth Associate Relationship Manager
Johnson Financial Group
Madison
04.2024 - Current
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Managed client expectations and resolved any concerns or issues promptly.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Developed financial plans and strategies tailored to clients' individual needs.
Wealth Administrative Supervisor
Johnson Financial Group
Madison
03.2019 - 03.2024
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement, or address productivity concerns
- Delivered performance reviews, recommending additional training or development opportunities
- Streamlined internal processes for increased efficiency in daily office tasks
- Collaborated with cross functional team members on projects aimed at improving overall Wealth department processes, sharing insights gained from daily interactions with clients and feedback from members of the administrative and advisor teams
Wealth Assistant
Johnson Financial Group
Madison
08.2008 - 03.2019
- Managed high volumes of client paperwork, ensuring accuracy and organization in all transactions
- Managed sensitive client data securely, adhering to strict confidentiality protocols at all times
- Assisted several Wealth Relationship Managers with all client related activities including processing transactions, facilitating the new account opening process, preparing meeting booklets and account maintenance
Education
Bachelor of Science - Consumer Science, Personal Finance Concentration
UW-Madison
Madison, WISkills
- Attention to detail
- Phone and Email Etiquette
- Cross-Functional Collaboration
- Process Improvement
- Client relationship management
- Regulatory compliance
- Financial planning
- Problem solving
- Time management
Licenses
Series 65-NASAA Uniform Investment Adviser Law Exam
FINRA, Issued May 2024
Timeline
Wealth Associate Relationship Manager
Johnson Financial Group
04.2024 - Current
Wealth Administrative Supervisor
Johnson Financial Group
03.2019 - 03.2024
Wealth Assistant
Johnson Financial Group
08.2008 - 03.2019
Bachelor of Science - Consumer Science, Personal Finance Concentration
UW-Madison