Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
Generic

Maria Perez

Chicago Hts,IL

Summary

Dynamic Client Relations Assistant with a proven track record at Harvest Wealth Partners, excelling in client communication and relationship building. Adept at managing compliance and administrative tasks, I foster strong connections and ensure client satisfaction through exceptional service and attention to detail. A fast learner committed to enhancing operational efficiency.

Overview

7
7
years of professional experience

Work History

Client Relations Assistant

Harvest Wealth Partners
Munster, IN
06.2018 - 05.2025
  • Managed client communications to ensure timely responses and satisfaction.
  • Supported onboarding of new clients by providing necessary information and resources.
  • Maintained organized filing systems for client information and records.
  • Developed positive relationships with internal customers through effective communication.
  • Handled administrative tasks, including data entry, and document preparation.
  • Greeted visitors, clients, and guests in a professional manner.
  • Monitored office services mailbox for business support needs and requests.
  • Archived confidential materials using established procedures.

Financial Advisor Assistant

Harvest Wealth Partners
Munster, IN
06.2018 - 05.2025
  • Assisted financial advisors with client onboarding and account setup processes.
  • Prepared and maintained accurate client records and financial documents regularly.
  • Coordinated communication between clients and financial advisors efficiently.
  • Organized client meetings and ensured timely follow-up on action items.
  • Managed scheduling for advisor appointments to optimize productivity levels.
  • Managed customer inquiries relating to their accounts on time.
  • Completed compliance paperwork for all new accounts.
  • Organized documents are required for the account opening process in accordance with company policies and procedures.
  • Processed deposits into customer accounts as requested by the advisor or the customer.
  • Attended training sessions related to industry regulations, products, services, and best practices.
  • Collaborated with other departments within the organization to ensure smooth operations across teams.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Developed and maintained strong client relationships through exceptional service and communication.
  • Managed client expectations and resolved any concerns or issues promptly.

Education

GED -

Prarie State College
Chicago Heights, IL
03-2013

Skills

  • Client communication
  • Data entry
  • Document preparation
  • Compliance management
  • Scheduling appointments
  • Record keeping
  • Customer service
  • Relationship building
  • Interdepartmental collaboration
  • Confidentiality management
  • Training participation
  • File and record keeping
  • Administrative support
  • Support services
  • Administrative tasks
  • Positive and professional
  • Team collaboration
  • Attention to detail
  • Documentation and filing
  • Fast learner
  • Client interaction
  • Calm demeanor
  • Administrative duties
  • Accounting support
  • Task prioritization
  • Data confidentiality
  • Operations support
  • Business correspondence
  • Computer skills
  • Schedule and calendar management

Languages

Spanish
Native/ Bilingual
English
Professional

Affiliations

  • I really enjoy outdoors. I like spending time with my family and friends outdoors like hiking, biking, kayaking and running.
  • I like to cook for family and friends. I like to try different recipes all the time.

Timeline

Client Relations Assistant

Harvest Wealth Partners
06.2018 - 05.2025

Financial Advisor Assistant

Harvest Wealth Partners
06.2018 - 05.2025

GED -

Prarie State College

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Maria Perez