Mathew Shipman
San Francisco,CA
Summary
I am a successful Client Service Associate. I have 7 years of Wealth Management experience. I have a successful track record in new industries and adapt easily to new environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Client Service Associate
Morgan Stanley
07.2020 - Current
- I support 3 Financial Advisors, I assist my advisors and their client's with the clients financial needs.
- Some of my duties include account opening, cash management services, account maintenance, client servicing, and account transfers.
- I currently manage our CSA pod in Minnesota.
- I support my branch with new hires, training, and recruiting FAs in the transition process.
Operations Associate
Morgan Stanley
12.2018 - 03.2020
- At Morgan Stanley I was in the department, National New Accounts
- I worked in a very fast pace call center environment where I assisted branch members with opening new accounts, making changes to existing accounts, and processing documents in between calls
Account Manager
Sandy Diggs State Farm Agent
05.2018 - 12.2018
- Responsible for new business acquisition, maintaining customer relationships, and managing customer accounts
- Licensed in Property and Casualty
Collections Specialist
Arbor Professional Solutions
01.2017 - 05.2018
- Responsible for collecting on delinquent accounts
- Managed over 100 accounts daily and was responsible for the quality and productivity of phone calls
- I grew to be the second lead collector in the company
Assistant Manager
McDonalds
02.2011 - 04.2016
- Responsible for multiple departments some of which included Marketing/Advertising and Human Resources
- I managed the second highest volume store in Michigan grossing over $3M annually in sales
- I also managed over 70 crew members and 10 managers
- Weekly duties included managing payroll, crew schedules, crew training, and daily operations
Education
Business Management -
Washtenaw Community College
01-2016
Skills
- Customer service
- Fast paced environments
- Microsoft Office
- Detail oriented
- Leadership
- Organized
- Time management
- Quick to learning new systems
Certification
- SIE
- Series 7
- Series 63
- Series 65
Timeline
Client Service Associate
Morgan Stanley
07.2020 - Current
Operations Associate
Morgan Stanley
12.2018 - 03.2020
Account Manager
Sandy Diggs State Farm Agent
05.2018 - 12.2018
Collections Specialist
Arbor Professional Solutions
01.2017 - 05.2018
Assistant Manager
McDonalds
02.2011 - 04.2016
Business Management -
Washtenaw Community College
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