Lauren Wright
Pembroke,New Hampshire
Overview
34
34
years of professional experience
1
1
Certification
Work History
Senior Registered Client Service Associate
UBS Financial Services
Concord, New Hampshire
11.2013 - Current
- Provided high-level customer service to clients, responding to inquiries and resolving complaints.
- Facilitated onboarding of new clients, ensuring all paperwork was completed accurately and in a timely manner, in compliance with SEC and FINCEN regulations.
- Managed client portfolios, including trading, rebalancing, and account maintenance activities.
- Conducted financial reviews with clients on an annual basis, providing comprehensive analysis of their investments.
- Managed the lending, 529, and philanthropic gifting areas of our practice. Including establishing and maintaining securities-based lines of credit, and donor-advised funds.
- Researched new products or services that could benefit existing clients' portfolios.
- Executed trades on behalf of clients according to instructions provided by them or their advisors.
- Created customized presentations outlining portfolio performance metrics for individual clients.
Registered Client Service Associate
Merrill Lynch
Washington DC, Vienna, VA, And Concord, NH
07.1990 - 01.2002
- Basically, the same duties as I have at UBS
Education
Bachelor of Science - Political Science And Government
University of Vermont
Burlington, VT06-1987
Skills
- Client onboarding
- Investment strategy development
- Trade execution
- Performance reporting
- Equity research
Certification
- 7, 63, 66
Community Service
- I have spent the last 6 years tutoring a Nepali woman in English through Second Start , NH
Timeline
Senior Registered Client Service Associate
UBS Financial Services
11.2013 - Current
Registered Client Service Associate
Merrill Lynch
07.1990 - 01.2002
- 7, 63, 66
Bachelor of Science - Political Science And Government
University of Vermont
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