Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michelle Judge

Gayville,IL

Summary

Dynamic Client Associate at Merrill Lynch Wealth Management with a proven track record in client onboarding and exceptional customer service. Skilled in problem-solving and financial reporting, I fostered strong client relationships, enhancing retention through personalized support and effective communication. Adaptable and self-motivated, I consistently delivered tailored solutions to meet diverse client needs.

Overview

36
36
years of professional experience

Work History

Client Associate

Merrill Lynch Wealth Management
12.2022 - Current
  • 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.
  • Assisted development marketing materials showcasing firm''s expertise, capabilities, unique value proposition potential customers.
  • Developed strong relationships with clients by understanding their individual needs and preferences, tailoring communications accordingly.
  • Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
  • Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.
  • Increased client retention through personalized attention and excellent communication skills.
  • Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
  • Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
  • Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.

Customer Service Representative

Old National Wealth Management
10.1989 - 12.2022
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Collaborated with team members to develop best practices for consistent customer service delivery.

Education

No Degree - Trust Administration 3 Years Certificates

Midwest Trust School
Ohio
2001

Business Administration

Oakland City Community College
Oakland City, IN
1985

High School Diploma - General Studies

Edwards County High School
Albion, IL
05.1983

Skills

  • Client onboarding
  • Customer service
  • Attention to detail
  • Problem-solving abilities
  • Adaptability and flexibility
  • Decision-making
  • Self motivation
  • Financial reporting

Timeline

Client Associate

Merrill Lynch Wealth Management
12.2022 - Current

Customer Service Representative

Old National Wealth Management
10.1989 - 12.2022

No Degree - Trust Administration 3 Years Certificates

Midwest Trust School

Business Administration

Oakland City Community College

High School Diploma - General Studies

Edwards County High School

Similar Profiles

CREATE PROFILE
Michelle Judge