Jessica Llorens
Tampa,FL
Summary
Series 7 and Series 66 licensed. Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing business.
Overview
19
19
years of professional experience
Work History
Registered SR Wealth Management Client Associate
Merrill Lynch
08.2019 - Current
- Support four Financial Advisor's with net of $1.2B AUM.
- Recognized for great number of satisfied client surveys, receiving 28 surveys with 10 out of 10 score.
- Recognized for high number of clients using our digital resources and high number of calls logged on Sales Force.
- Actively look for opportunities to better service our clients, with digital services and or banking opportunities.
Senior Registered Associate
Morgan Stanley, Merrill Lynch
05.2016 - 08.2019
- Recruited to new firm along with entire team.
- Responsible for white-glove service of Ultra High Net Worth clients.
- Financial Advisor named on Barron’s Best in State Financial Advisor for 2016 and 2017.
- Reaching out to former clients in effort to transition their account to Morgan Stanley.
- Supported Financial Advisor in contacting clients for selling and offering investments.
- Managed work flow of additional Financial Analyst on team.
Registered Senior Client Associate
Merrill Lynch
10.2011 - 05.2016
- Served as International Relationship Associate, for Ultra High Net Worth clients both International and Domestic.
- Spearheaded 10 Client Associates by mentoring and empowering them with important regulatory information and operational processes resulting in best practices and improved job performance.
Private Wealth Associate
Merrill Lynch
06.2007 - 10.2011
- Primary point of contact dedicated operational and sales support, in Private Banking and Investment Group.
- Team managed Ultra High Net-Worth clients, with $1.2 Billion under asset management.
- Very fast-paced environment, consistently building relationships to truly understand client needs and analyze products and service growth opportunities that ensure profitability of portfolio.
Administrative Associate-Cashier-Receptionist
Merrill Lynch
06.2005 - 06.2007
- Covered switchboard of over 70 employees.
- Kept track of Option Agreements making sure they are in compliance.
- Reconciled invoices from corporate card while also coordinated luncheons for office and/or particular events.
- Received and process check deposits.
- Managed office supplies, office maintenance such as any printer problems, phone issues, and technical support.
- Assist with New Hire Orientation
- Attended training seminars.
Education
High School Diploma -
Barbara Goleman Senior High School
Miami Lakes, FL08.2001
Skills
- Fluent in both Spanish and English
- Proficient in Microsoft Word, Excel, and PowerPoint
Timeline
Registered SR Wealth Management Client Associate
Merrill Lynch
08.2019 - Current
Senior Registered Associate
Morgan Stanley, Merrill Lynch
05.2016 - 08.2019
Registered Senior Client Associate
Merrill Lynch
10.2011 - 05.2016
Private Wealth Associate
Merrill Lynch
06.2007 - 10.2011
Administrative Associate-Cashier-Receptionist
Merrill Lynch
06.2005 - 06.2007
High School Diploma -
Barbara Goleman Senior High School
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