Summary
Overview
Work History
Education
Skills
Accomplishments
Certifications
Timeline
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Melissa Hamilton

Pennsauken,NJ

Summary

Open-minded professional with over fourteen years of experience in a customer service-intense, sales environment. A former school teacher with a passion for motivating other individuals to reach their goals. Seeking a challenging and rewarding long-term role as a Registered Client Service Representative in the financial industry.

Overview

24
24
years of professional experience

Work History

Registered Private Client Associate

Janney Montgomery Scott
Philadelphia, PA
11.2019 - Current
  • Conducted outreach to maintain relationships with client base and identify services and solutions to meet client needs
  • Input orders on behalf of Financial Advisors
  • Prepared Financial Reports, spreadsheets and other materials for client meetings
  • Assisted Financial Advisors in researching stocks and mutual funds in order to help clients build their portfolios
  • Acted as a liaison between clients and insurance companies
  • Completed the Registered PCA Development Program in December 2020
  • Successfully presented financial plans to clients and generated opportunities using Janney tools and resources

Registered Private Client Associate

Morgan Stanley
West Palm Beach, FL
12.2013 - 11.2019
  • · Maintained existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
  • · Educated Clients in the use of online resources and technology. Increased percentage of clients using MS online by 25%
  • .Onboard new international client accounts, which included collection of extensive required documentation and client information
  • · Acquired new assets from existing clients by cross-selling Morgan Stanley banking products
  • · Achieved a successful branch audit by providing weekly training on state and federal compliance regulations to Financial Advisors

Relationship/Private Banker

Chase Bank
West Palm Beach, FL
07.2011 - 12.2013
  • Promoted from Relationship Banker to Private Client Banker for exceeding sales goals in investment assets on a consistent basis
  • Assisted clients with investing a minimum of $1,000,000
  • Provided weekly training for bank tellers to increase their recognition of cross-selling opportunities
  • Prospected for new business through networking, community outreach and customer referral generation

Client Service Specialist

TD Ameritrade
Boca Raton, FL
07.2010 - 07.2011
  • Recognized nationally for uncovering assets of over $2,000,000 while working handling lobby transactions in October 2010
  • Reviewed company forms, marketing materials and communication procedures for compliance with applicable laws and guidelines
  • Led and educated investment team on operational and technology updates

Financial Representative

Fidelity Investments
Wellington, FL
06.2007 - 07.2010
  • Introduced prospects to Fidelity products and online services
  • Profiled existing clients for sales and advice opportunities
  • Promoted to lead operations person within four months of start date
  • Trained 3 new hires
  • Assisted with training in other local branches when needed
  • Developed and delivered operations presentations for national conference calls

Literacy Resource Teacher

School District of Palm Beach
Riviera Beach, FL
08.2005 - 08.2007
  • Instructed at-risk learners in the third and fourth grades in accordance with the Florida Comprehensive Assessment Test grade-level standards
  • Developed a plan to increase students' reading and writing skill levels by at least one year, and met the goal
  • Utilized the latest technology to motivate student learning

Grade Teacher

The School District of Philadelphia
Philadelphia, PA
09.1997 - 07.2005
  • Taught third and fourth grades including an ESOL class, Mentally Gifted class and Alternative Learning Model Class
  • Planned lessons according to district standards to cover all requirements and prepare for the Pennsylvania System of School Assessment test
  • Stayed abreast of changes to school and district policies as well as new trends in education by attending professional development courses and in-service trainings
  • Acted as grade chairperson
  • Developed and supervised a school wide Character Education program
  • School Cheerleading Coach from 1999-2003

Education

Bachelor of Science -

Temple University
1997

Skills

  • Relationship building
  • Verbal and written communication
  • Creative problem solving
  • Multitasking
  • Team Leadership
  • Recognition of sales opportunities
  • Asset acquisition and retention
  • Successful compliance with state regulations in the financial industry
  • Data collection and organization

Accomplishments

Completed 27 graduate credits towards a School Administrator's certificate at Cheyney University in Pennsylvania

  • Courses included Curriculum Design and Public Relations
  • GPA 4.0

Certifications

Series 7, 63 and 66 licensed

Instructional Level II Elementary Education

Timeline

Registered Private Client Associate

Janney Montgomery Scott
11.2019 - Current

Registered Private Client Associate

Morgan Stanley
12.2013 - 11.2019

Relationship/Private Banker

Chase Bank
07.2011 - 12.2013

Client Service Specialist

TD Ameritrade
07.2010 - 07.2011

Financial Representative

Fidelity Investments
06.2007 - 07.2010

Literacy Resource Teacher

School District of Palm Beach
08.2005 - 08.2007

Grade Teacher

The School District of Philadelphia
09.1997 - 07.2005

Bachelor of Science -

Temple University

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Melissa Hamilton