Mattilda Bott
North Palm Beach
Summary
Highly-motivated employee with desire to take on new challenges, strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience, with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Sr. Registered Client Associate
Wells Fargo Advisors
Palm Beach, FL
05.2005 - Current
- Assisted clients with account inquiries, transfers and other financial transactions
- Provided comprehensive support to Financial Advisors in daily operations of the branch office
- Researched client accounts for discrepancies and reported findings to management
- Executed trades on behalf of clients as directed by Financial Advisors
- Conducted new account opening procedures and maintained existing accounts according to company policies and regulations
- Reviewed incoming mail and prepared appropriate responses or forwarding letters, documents per instructions from advisors, managers
- Performed administrative tasks such as filing documents, data entry, scanning records into electronic format
- Responded promptly to all customer inquiries via telephone or email in an efficient manner
- Served as primary contact for client inquiries related to their investments or accounts
- Maintained knowledge of products, services, technology platforms and industry trends in order to provide best-in-class service to clients
- Managed multiple projects simultaneously while ensuring accuracy of work product
- Attended educational seminars and training sessions regularly in order to keep up-to-date with changing industry standards
- Ensured timely completion of assigned tasks within specified deadlines
- Participated actively in team meetings providing feedback on potential solutions for current issues facing the organization
- Developed and deepened relationships with new and existing clients to advance progress and improve business
- Answered customer questions to maintain high satisfaction levels
- Reviewed files, records and other documents to obtain information or respond to requests
- Scheduled and coordinated delivery of security certificates to and from companies and customers
Education
No Degree -
Palm Beach State College
Lake Worth, FLSkills
- Team Player
- Always willing to help out other team members
- Punctual
- Integrity
- Embraces Change
- Communicates Effectively
- Provides Excellent Customer Service
Certification
- Series 7
- Series 63,65
- Insurance Licensed
Timeline
Sr. Registered Client Associate
Wells Fargo Advisors
05.2005 - Current
No Degree -
Palm Beach State College
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