Joelie Donofrio
Chicago,IL
Summary
Client Relationship Specialist seeking career opportunities to leverage excellent customer service and relationship management skills, while expanding knowledge of wealth planning. Team player with attention to detail, quality preparation, and tenacity to achieve established goals.
Overview
8
8
years of professional experience
Work History
Client Relations Specialist
Charles Schwab & Co., Inc.
Chicago, IL
09.2024 - Current
- Assist Financial Consultants in their day-to-day client needs, including clients with new and existing assets. These can include account openings, transfer of assets, instilling power of attorneys, etc.
- Assist Senior Financial Consultant Partner by collaborating to find solutions to Sr. Financial Consultant's client needs.
- Triage walk-in clients while recognizing potential leads, train new CRSs, and ensure office is tidy and stocked.
Associate, Private Wealth Client Services
Cresset Capital Management
Chicago, IL
11.2021 - 11.2023
- Worked to ensure all client onboarding, day-to-day needs, and account maintenance was completed in a professional, yet personable, manner.
- Assisted Wealth Advisors and Senior Client Service Associate with account set-up, money movements, and alternative investment subscription documents.
- Collaborated with third-party lawyers and attorneys for any documentation needed to ensure a comprehensive and complete financial plan.
Office Manager
Taiber Kosmala & Associates
Chicago, IL
06.2020 - 11.2021
- Ensured office was tidy, stocked and enjoyable for employees and guests.
- Coordinated all client and manager meetings for analysts and partners via phone and email.
- Assisted Chief Operations Officer in client relationships and basic client maintenance needs.
Relationship Specialist
Charles Schwab & Co,. Inc
Phoenix, AZ
11.2018 - 06.2020
- Fielded all incoming calls from financial advisors to help them find simple or more complex solutions for their clients needs.
- Ensured advisors have all resources to ensure their clients needs were satisfied.
- Cultivated relationships with six RIAs in the Southwest region.
Client Services
RJP Estate Planning
Scottsdale, AZ
05.2018 - 11.2018
- Greeted all clients who came into the office with a kind demeanor.
- Assisted the paralegal team in ensuring trust documents being delivered to clients did not contain any errors.
- Helped submit transfers from clients IRAs to new annuity accounts.
Education
Bachelor of Arts - Economics
University of Arizona
Tucson, AZ05-2018
Skills
- Relationship Building
- Communication
- Time Management
- Adaptability
- Goal Oriented
- Problem Solving
Timeline
Client Relations Specialist
Charles Schwab & Co., Inc.
09.2024 - Current
Associate, Private Wealth Client Services
Cresset Capital Management
11.2021 - 11.2023
Office Manager
Taiber Kosmala & Associates
06.2020 - 11.2021
Relationship Specialist
Charles Schwab & Co,. Inc
11.2018 - 06.2020
Client Services
RJP Estate Planning
05.2018 - 11.2018
Bachelor of Arts - Economics
University of Arizona
Licenses
SIE (active), Series 7 and 63 (expired), willing to quickly retake or take additional licensing exams