MARINA ARIS
Highland Park,NJ
Summary
Highly organized financial services professional with over 15 years of experience in client relationship and project management. Expert at building collaborative and effective partnerships both within and outside of an organization. Resourceful self-starter and team player adept at verbal and written communications and providing quality service experience.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Service Associate
Ameriprise Financial
10.2021 - Current
- Manage client accounts/relationships. Expedite client and financial advisor requests, i.e. deposits, transfers, withdrawals and other account changes.
- Manage practice to meet compliance requirements, licensing renewals, and branch revenue targets.
- Maintain and manage client records including contact updates, beneficiary changes and investment suitability revisions as needed.
- Complete monthly asset allocation review and process allocation modifications as needed.
Founder & Publishing Strategist
Brooklyn Writers Co. LLC
04.2016 - Current
- Generated over $115,000 gross revenue since 2018.
- Won 3 independent book publishing awards.
- Established and maintained client relationships from onboard thru to distribution.
- Developed partnerships with other industry service providers to allow for collaboration and significant opportunities for growth.
- Created organization's mission and vision to meet a one-on-one partnership/publishing model.
- Identified independent publishing challenges and customer concerns for offer creation.
- Conducted target market research .
Business Development Manager
Ameriprise Financial
09.2020 - 09.2021
- Generated Editorial Calendar to meet annual marketing initiatives
- Researched in-print and online marketing opportunities
- Studied for and passed the (SIE) Securities Industries Essentials Exam
Project Analyst, Project Management Office
Newedge USA
09.2009 - 04.2012
- Monitored ongoing projects for adherence to prescribed timelines.
- Collected global report updates from project managers.
- Assisted Global Head of Project Management Office with creating reports and internal correspondence.
- Built collaborative partnerships with project managers across all regions, including USA, EUR, and Latin America.
- Created Project Manager Training Manual.
- Conducted in-person and virtual training with project managers in all regions.
Client Service Associate, Private Wealth Managemen
AllianceBernstein
03.2008 - 12.2008
- Communicated with clients regarding account service requests, statements, and balances.
- Executed client service requests including transfers, deposits and withdrawals.
- Processed new account opening, account closures and other account maintenance to meet compliance requirements.
- Prepared asset allocation models and client reports as needed.
- Maintained and managed client records.
Financial Advisor
Ameriprise Financial
08.2006 - 03.2008
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
Writing
NYU School of Continuing Professional Studies
New York, NY04.2010
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ04.2006
Skills
- Client Relationship Management
- Sales & Prospecting
- Asset Allocation
- Training and workshops
- Marketing (online and offline)
- Writing and Verbal Communciations
Accomplishments
- Passed the SIE - Securities Industries Exam (2023)
- Series 7, 66 licensed (2006 - 2012)
- Toastmasters International Certified Public Speaker (2006 - 2011)
- Generated over $115,000 in gross revenue over a 3-year period for a publishing startup.
- Created a client base of more than 30 clients for a publishing startup.
- Collaborated with support team for 6 financial advisors to manage over $600 million in financial planning assets.
- Literary New York Board Member (2023 - Present)
- Pen Parentis Board Member (2018 - Present)
- New York City Authors Guild Ambassador (2018 - 2021)
- Pen Parentis Non-Profit President of the Board (2018 - 2021)
- Toastmasters International VP of Education (2009 - 2010)
Affiliations
Toastmasters International
IBPA - Independent Book Publishing Association
Certification
- Licensed Financial Advisor: 2006 - 2008
- Toastmasters Certified Speaker: 2006 - 2011
Languages
Spanish
Native or Bilingual
Portuguese
Elementary
Timeline
Client Service Associate
Ameriprise Financial
10.2021 - Current
Business Development Manager
Ameriprise Financial
09.2020 - 09.2021
Founder & Publishing Strategist
Brooklyn Writers Co. LLC
04.2016 - Current
Project Analyst, Project Management Office
Newedge USA
09.2009 - 04.2012
Client Service Associate, Private Wealth Managemen
AllianceBernstein
03.2008 - 12.2008
Financial Advisor
Ameriprise Financial
08.2006 - 03.2008
Writing
NYU School of Continuing Professional Studies
Bachelor of Science - Business Management
University of Phoenix
Similar Profiles
Cody WeisnichtCody Weisnicht
Client Service Representative at Threshold Financial-Ameriprise FinancialClient Service Representative at Threshold Financial-Ameriprise Financial
SANDEEP KUMAR BOSESANDEEP KUMAR BOSE
Director, Software Engineering • Digital Marketing at AMERIPRISE FINANCIALDirector, Software Engineering • Digital Marketing at AMERIPRISE FINANCIAL
Andrea CwiklinskiAndrea Cwiklinski
Financial Analyst at Ameriprise FinancialFinancial Analyst at Ameriprise Financial
Dawn AdamczakDawn Adamczak
Field Support at Ameriprise FinancialField Support at Ameriprise Financial
PING RENPING REN
SailPoint Engineer at Wipro Limited (Client: Comcast)SailPoint Engineer at Wipro Limited (Client: Comcast)