Summary
Overview
Work History
Education
Skills
Licensing
Timeline
Generic

Melanie Crawford

Conifer,CO

Summary

Dynamic Private Wealth Associate at Merrill with a proven track record in enhancing client satisfaction and engagement. Skilled in complex problem-solving and relationship building, I successfully managed high net worth portfolios and implemented strategies that improved service quality, fostering long-term client loyalty. Adept at financial acumen and team collaboration.

Overview

31
31
years of professional experience

Work History

Private Wealth Associate

Merrill
12.2018 - Current
  • Provide client service support to three Private Wealth Advisors.
  • Developed and implemented strategies to increase customer satisfaction and engagement.
  • Document all client interactions and annual reviews
  • Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
  • Maintain and manage financial portfolios for clients and process all trading utilizing multiple platforms
  • Manage a subset of 11 high net worth clients, facilitating effective communication, coordinating calls for rediscovery to uncover new assets and further develop those relationships.

Administrative Manager

Merrill
06.2011 - 12.2018
  • Supported firms business objectives
  • Monitored adherence to internal and external policies standards and regulations
  • Monitored Financial Advisor and Client Activity
  • Monitored Sales Practice Activities and conduct of personnel
  • Managed day to day FA business needs and coached them to drive adherence of policies and procedures.
  • Managed risk of business growth initiatives.
  • Nurtured a positive work environment by addressing employee concerns promptly and fairly, fostering open communication channels between staff members at all levels of the organization.

Administrative Manager Assistant

Merrill
03.2006 - 06.2011
  • Provided exceptional administrative support for executive-level staff.
  • Supervised staff and delegated tasks to maintain positive, productive administrative operations.
  • Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.
  • Established workflow processes, monitored daily productivity.
  • Managed complex calendars, coordinating meetings and appointments to maximize executive availability and effectiveness.
  • Coordinated annual compliance audits, ensuring all administrative processes met regulatory requirements and standards.
  • Oversaw budget management for administrative functions, ensuring all expenditures remained within allocated funds.
  • Successfully completed Administrative Manager program.

Client Associate

Legacy Wealth Management
04.1999 - 03.2006


  • Supported wealth management advisors in managing client portfolios by conducting research and analysis.
  • Streamlined internal processes for improved efficiency while working closely with team members.
  • Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
  • Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
  • Coordinated events aimed at strengthening relationships between existing clients while simultaneously attracting new prospects interested in the firm''s offerings.
  • Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.

Client Associate

Merrill
05.1994 - 04.1999
  • Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Facilitated new client onboarding process and investment account setup.
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.

Education

No Degree -

Virginia Western Community College
Roanoke, VA
06-1987

Skills

  • Attention to detail
  • Leadership qualities
  • Complex Problem-solving
  • Relationship building
  • Work Planning and Prioritization
  • Performance improvement
  • Practice management
  • Financial acumen
  • Goal driven
  • Team collaboration

Licensing

Series 7, 63, 65, 9 and 10

Currently in process of obtaining Life/Health License. Goal to obtain by end of May

Timeline

Private Wealth Associate

Merrill
12.2018 - Current

Administrative Manager

Merrill
06.2011 - 12.2018

Administrative Manager Assistant

Merrill
03.2006 - 06.2011

Client Associate

Legacy Wealth Management
04.1999 - 03.2006

Client Associate

Merrill
05.1994 - 04.1999

No Degree -

Virginia Western Community College

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Melanie Crawford