Lucila M Cunningham
Albuquerque,NM
Summary
Talented Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success.
Overview
5
5
years of professional experience
Work History
Client Associate
Merrill Lynch, Abq
12.2022 - Current
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Used excellent communication skills to retain strong relationships between wealth managers and clients
- Facilitated new client onboarding process and investment account setup.
Intern
Somos Unidos Organization, ABQ
08.2022 - 11.2022
- Supported with creating project marketing materials to promote services.
- Devised and implemented processes and procedures to streamline operations.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Development Operations Coordinator
Vesper Energy, Abq
09.2021 - 07.2022
- Provide support to high-level managers and other employees while facilitating professional; communication
- Executed a robust process for maintaining records of important documents that contained sensitive information
- Lead and managed strong communication and organizational skills through compliance software
- Oversaw day-to-day operations of large teams across several sites.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Marketing Operations Coordinator
Del Norte Credit Union
10.2020 - 07.2021
- Overlooking marketing projects and reporting progress to ensure that deadlines are met and the material was properly created and reviewed
- Acquire and send out invoices to the accounting department to ensure vendors were paid on time
- Create marketing projects highlighting new products and their services that helped grow the company.
- Collaborated with cross-functional teams to establish successful execution of projects and campaigns.
- Managed relationships with external vendors and contractors to acquire mutually benefiting contracts and successful project delivery.
Client Relation Consultant
US Bank
01.2020 - 10.2020
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
- Maintain efficiency and strong communication with customers and team members when dealing with high-pressure customers
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Hospitality Representative
Mumm Napa
07.2018 - 09.2019
- Served wine and educated customers about wine and the history of the company through the engaging communication
- Maintained inventory of bottles and other merchandise in the wine shop through strong organizational skill
- Delivered excellent customer service to support company reputation and patron satisfaction.
- Prepared food and beverages and verified adherence of quality and safe food-handling standards.
Education
M.A - Communication Management, Organizational Development
University of Denver
Denver, COB.S - Marketing Communications
Pacific Union College
Angwin, CASkills
- Savings Accounts
- Client Requirements
- Client Meetings
- Administrative Management
- Client Coordination
- Customer Transactions
- Complex Problem-Solving
- Excellent Verbal Communication Skills
Timeline
Client Associate
Merrill Lynch, Abq
12.2022 - Current
Intern
Somos Unidos Organization, ABQ
08.2022 - 11.2022
Development Operations Coordinator
Vesper Energy, Abq
09.2021 - 07.2022
Marketing Operations Coordinator
Del Norte Credit Union
10.2020 - 07.2021
Client Relation Consultant
US Bank
01.2020 - 10.2020
Hospitality Representative
Mumm Napa
07.2018 - 09.2019
M.A - Communication Management, Organizational Development
University of Denver
B.S - Marketing Communications
Pacific Union College
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