Michael Sweeney
Lynbrook
Summary
Licensed Financial Services professional possessing strong communication, problem-solving, and multitasking skills. Extremely organized, driven, and always looking to learn. Skilled in building strong relationships with clients and providing exceptional service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Client Service Associate
Citi
05.2023 - Current
-Provide support to Financial Advisors for their entire book of business
-Assist advisors with account opening, prospecting, trading, managed portfolios, ACAT's, account maintenance and other tasks
-Identify potential growth opportunities within the book of business
-Directly communicate with existing and prospective clients in person, over the phone, and through email
-Support multiple advisors with clear communication and efficient problem resolution
Wealth Associate
Citi
06.2022 - 04.2023
-Worked on a specialized team tasked with assisting Financial Advisors and Relationship Managers to remediate their KYC cases
-Significantly reduced the backlog of cases for an entire region and alleviated a major issue for the business
-Provide client Service Associate support in addition to job responsibilities
Human Resources Intern
Trinity Health of New England
06.2021 - 08.2021
-Assisted the Regional Manager and Talent Acquisition team on projects
-Confirmed and corrected Mercy Medical Center’s Registered Nurse’s professional experience dates
-Digitized over 400 current and new employee files combining for approximately 17,000 pages
-Input new hire information into Workday such as licenses, education, and prior experience data
Education
Bachelor of Science - Labor And Human Resources
The Pennsylvania State Univeristy
University Park, PA05-2022
High School Diploma -
Chaminade High School
Mineola, NY06-2018
Skills
- Strong interpersonal skills
- Client relationships
- Follow-up skills
- Outbound calling
- Issue resolution
- Data entry proficiency
- Salesforce
- Funds transfers
- Order processing
- Meeting facilitation
Certification
SIE
Series 7
Series 66
New York Life, Accident, & Health Insurance License
Timeline
Licensed Client Service Associate
Citi
05.2023 - Current
Wealth Associate
Citi
06.2022 - 04.2023
Human Resources Intern
Trinity Health of New England
06.2021 - 08.2021
SIE
Series 7
Series 66
New York Life, Accident, & Health Insurance License
Bachelor of Science - Labor And Human Resources
The Pennsylvania State Univeristy
High School Diploma -
Chaminade High School
Similar Profiles
Govinda RaghuwanshiGovinda Raghuwanshi
AVP at CitiAVP at Citi
Richard PhillipsRichard Phillips
Sr. Financial Reporting Analyst at CitiSr. Financial Reporting Analyst at Citi
Chastidy WhitworthChastidy Whitworth
SVP, Business Prioritization Office at CitiSVP, Business Prioritization Office at Citi