Mackenzie Crawford
Splendora
Summary
Securities-licensed financial services professional with 2.5+ years of experience supporting a high-net-worth wealth management practice with approximately $600 million in assets under management. Experienced in client relationship management, investment account servicing, trade processing, advisor support, lead follow-up, and daily practice operations. Skilled at serving as a primary point of contact for clients while partnering with financial advisors to deliver exceptional client experiences. Seeking a Registered Client Associate, Wealth Management Associate, or Advisor Development opportunity with a firm that provides long-term growth opportunities.
Overview
5
5
years of professional experience
Work History
Registered Client Associate/Wealth Management Asso
Mitchell Insurance Agency
Kingwood, Tx
02.2024 - Current
- Support two financial advisors managing a wealth management practice with approximately $600 million in client assets.
- Serve as a primary point of contact for high-net-worth clients, handling account servicing requests, documentation, follow-up, and ongoing relationship management.
- Process and support securities-related transactions while ensuring accuracy and compliance with firm procedures.
- Manage client communications through phone, email, and follow-up outreach to provide timely service and maintain strong relationships.
- Assist with onboarding new clients, gathering required documentation, and coordinating account processes.
- Support lead generation efforts by contacting prospects, scheduling client meetings, and helping convert opportunities into client relationships.
- Maintain detailed knowledge of client accounts, advisor workflows, and operational processes to improve efficiency.
- Coordinate daily administrative and operational functions to allow advisors to focus on client acquisition and financial planning.
- Handle sensitive financial information while maintaining professionalism, confidentiality, and attention to detail.
Training Store Manager
Palm Beach Tan
Kingwood, Tx
07.2021 - 02.2024
- Managed daily operations of a high-volume retail location while training and developing team members to achieve sales and customer service goals.
- Led onboarding and training of new employees, providing coaching on sales techniques, customer engagement, product knowledge, and company procedures.
- Increased revenue through membership sales, product recommendations, customer retention strategies, and consistent achievement of performance goals.
- Oversaw scheduling, employee performance, daily operations, inventory management, and compliance with company standards.
- Built strong customer relationships by providing personalized consultations and resolving customer concerns in a professional manner.
- Monitored sales reports and performance metrics to identify opportunities for growth and improve store profitability.
- Maintained a clean, organized, and customer-focused environment while ensuring operational efficiency.
- Supported team success through motivation, accountability, coaching, and leadership development.
- Managed cash handling procedures, deposits, and accurate financial reporting.
Education
High School Diploma -
Kingwood Park High School
Kingwood, TX05.2021
Skills
- Organizational growth
- Time management mastery
- CRM software experience
- Data analysis capabilities
- Wealth Management Operations
- Registered Client Support
- Client Relationship Management
- High-Net-Worth Client Service
- Trade Processing Support
- Account Opening & Maintenance
- Investment Documentation
- Lead Generation & Prospect Follow-Up
- Financial Services Compliance
- Advisor Practice Support
- Microsoft Office Suite
- Client Communication
LICENSES & CREDENTIALS
- FINRA Securities Industry Essentials (SIE)
- Series 6 – Investment Company and Variable Contracts Products Representative
- Series 63 – Uniform Securities Agent State Law Examination
- Life Insurance License
Timeline
Registered Client Associate/Wealth Management Asso
Mitchell Insurance Agency
02.2024 - Current
Training Store Manager
Palm Beach Tan
07.2021 - 02.2024
High School Diploma -
Kingwood Park High School