Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Karen Tunney

Chicago,IL

Summary

Senior Registered Client Associate with over 42 years of successful experience in customer service. Recognized consistently for performance excellence and contributions to success in the brokerage industry.

Overview

43
43
years of professional experience

Work History

Client Associate

LPL Financial Services
11.2021 - 04.2022
  • Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
  • Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.

Client Associate

IHT Wealth Management
10.2020 - 08.2021
  • Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
  • Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.

Senior Registered Client Associate

Merrill Lynch Wealth Management
11.1978 - 01.2020
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients through executing thorough onboarding process.
  • Helped clients plan for and fund retirements using mutual funds and other options.
  • Increased customer satisfaction and repeat business through relentless pursuit of resolutions to problems arising from account maintenance, protecting company reputation and loyal client base.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Worked with other client associates to resolve problems, improve operations and provide exceptional customer service.

Education

High School Diploma -

Elizabeth Seton High School
South Holland, IL
06.1976

Skills

  • Stock market understanding
  • Financial planning
  • Retirement needs
  • Savings accounts
  • Administrative support
  • Documentation
  • Time management
  • Research
  • Cash Management
  • Customer Service
  • Training

Additional Information

Excellent at order entry processing and worked for an option strategy specialist for the last five years. Executing up to 300 option orders a month with minimal errors. I alone learned how to program the option strategies as to put in multiple option orders in one step. I also trained two new hires on this program so they could ease into my position.

Timeline

Client Associate

LPL Financial Services
11.2021 - 04.2022

Client Associate

IHT Wealth Management
10.2020 - 08.2021

Senior Registered Client Associate

Merrill Lynch Wealth Management
11.1978 - 01.2020

High School Diploma -

Elizabeth Seton High School

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Karen Tunney