Jessica Overstreet
San Antonio,TX
Summary
Seeking to maintain a position with growth opportunities, with professional challenges to expand industry experience. Strong background in managing estate transitions, and servicing individual retirement accounts, general investment account, and education accounts. While building customer relationships to increase retention. Experience in working directly under a Financial Advisor servicing their book of business, as well as independently servicing clients portfolio. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Service and Acquisition
Victory Capital Management
12.2022 - Current
- 98% Customer Satisfaction Rating
- Top 3 out of 55 Service Representatives
- Overall average call review rating 185/195 from leadership
- Representative on Service, Estate Transition, Wire, and Authentication Departments
- Facilitate account applications and monitor progress
- Administered account transactions with customers and assisted in generating sales opportunities.
- Delivered guidance on financial regulations and requirements.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Monitored workflows of clients to ensure completion of transactions
Financial Advisor Assistant- Intern
Sequel Financial Group LLC
01.2021 - 01.2022
- Collected and arrange account applications, monitoring progress
- Supported organizational account management duties under direct supervision.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Assisted clients with budgeting and cash flow management.
Education
BBA - Finance
The University of Texas At San Antonio
05.2023
BBA - Management
The University of Texas At San Antonio
05.2023
Skills
- CRM- Salesforce & Redtail
- FIS- TA
- FIS TACC
- Bloomberg
- Self Sufficient
- Problem Solving
- Determined
- Goal Oriented
Accomplishments
- Top 3 out of 55 Service Representatives
- President's List 2019-2020 - Earned a 4.0 GPA at UTSA
- Dean's List 2018-2019 - Earned a 3.5 GPA at UTSA
Additionalcoursework
- Corporate Finance
- Principals of Information Systems
- Accounting 1 and 2
- Statistics 1-3
- Finance for Entrepreneurs
Passions
- Physical Health
- Volunteering
- Reading
Certification
- Securities Industry Essentials
Timeline
Service and Acquisition
Victory Capital Management
12.2022 - Current
Financial Advisor Assistant- Intern
Sequel Financial Group LLC
01.2021 - 01.2022
BBA - Finance
The University of Texas At San Antonio
BBA - Management
The University of Texas At San Antonio
- Securities Industry Essentials
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