Natalie Parker

Irvine,CA

Summary

As a Client Service Associate, I deliver exceptional service to clients. I leverage my economics background to provide investment analysis and regulatory navigation, supporting advisors in optimizing portfolios and mitigating risks. I excel in building strong client relationships and ensuring smooth business operations. Proficient in account opening, meticulous record-keeping, and proactive communication, I prioritize continuous education to stay abreast of industry trends. Fluent in Spanish, I enhance accessibility for diverse clients and am passionate about facilitating their financial success.

Overview

years of professional experience

Work History

Client Service Associate

Stifel

Irvine, CA

08.2023 - Current

Provided superior customer service by responding promptly to client inquiries and requests.
Assisted clients in understanding their account information, such as asset allocation and performance metrics.
Developed relationships with clients through regular contact, including phone calls and emails.
Maintained accurate records of all client transactions and communications.
Processed new accounts quickly and efficiently while ensuring compliance with regulations.
Generated reports detailing the activities of each account, including trade history and portfolio performance.

Laboratory Assistant

Gemological Institute of America

Carlsbad, CA

01.2022 - 04.2023

Collected, recorded and analyzed data from various tests.
Conducted quality control checks on products to ensure accuracy of results.
Provided technical support to other members of the research team when necessary.
Analyzed test results using statistical methods and software programs.

Education

Bachelor of Arts - Business Economics

University of California, Irvine

Irvine, CA

01-2025

Skills

wealth management service
Customer Retention Strategies

Follow-up skills
bilingual communication

Languages

English

Native/ Bilingual

Spanish