MATTHEW BLODGETT
Madison,WI
Summary
Talented Registered 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.
Accomplished Senior Client Service Associate with 2-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
1
1
year of professional experience
Work History
Senior Client Service Associate
Remotelink Solutions
05.2024 - Current
- Team Leadership
- Conduct weekly meetings, track performance, and manage PTO requests.
- Oversee onboarding of new advisors and monitor performance improvement plans.
- Train new team members and provide coverage during absences.
- Client & Advisor Support
- Prepare advisors with necessary forms, reports, and research.
- Manage investment paperwork, asset transfers, and client data in CRM.
- Handle client service requests and support client reviews and communication.
- Process account paperwork and asset movements, and attend compliance training.
- Perform general clerical duties and participate in compliance training and team presentations.
Client Services Associate
Remotelink Solutions
05.2023 - 05.2024
- Supported clients and advisors with account management and service issues.
- Assisted with documentation, scheduling, and client data maintenance.
- Provided clerical support and participated in team training.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Education
Bachelor of Science in Business Administration - Finance and Technology (FinTech)Business Intelligence and Analytics
Creighton University - Heider College of Business
Omaha, NE05.2022
Skills
- Database Development: CRM management, Microsoft Suite
- Financial product knowledge
- Regulatory Compliance
- Investment & Portfolio Administration
- Project management expertise
- Financial Planning
- Performance Tracking
- Broker/Dealer Platforms
Timeline
Senior Client Service Associate
Remotelink Solutions
05.2024 - Current
Client Services Associate
Remotelink Solutions
05.2023 - 05.2024
Bachelor of Science in Business Administration - Finance and Technology (FinTech)Business Intelligence and Analytics
Creighton University - Heider College of Business
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