Summary
Overview
Work History
Education
Skills
Volunteer Experience
Languages
Timeline
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NATALIE ROHNER

Philadelphia,PA

Summary

Dedicated Client Associate with extensive experience with cultivating and managing client relationships. Skilled in comprehensive financial planning, investment strategies, and client services. Proven expertise in managing client databases, processing transactions, and running seamless day-to-day operations. Adept at coordinating meetings, handling confidential information, and providing support to financial advisors. Committed to maintaining a well-organized and efficient office environment.

Overview

10
10
years of professional experience

Work History

Private Client Associate

Janney Montgomery Scott
03.2018 - Current
  • Providing exemplary service to clients and potential clients, ensuring their satisfaction, and fostering lasting trusting relationships
  • Spearheading the onboarding of new client accounts and handling all associated documentation for prospects
  • Processing ACH, journals, checks, and wires as well as maintaining diligent adherence to documentation protocols
  • Preparing comprehensive research and meticulously crafted financial proposals, retirement plans and fact sheets
  • Assumed a pivotal roll in curating the team’s marketing content, writing weekly newsletters, strategizing quarterly content plans, orchestrating financial and client appreciation events
  • Effectively managing various social media platforms, including, Hearsay, Constant Contact, Twitter, and LinkedIn.

Communications & Media Intern

Brookings Institution
01.2017 - 05.2017
  • Drafted social media, e-mail, and other promotional copy for Brookings research products
  • Assisted with the organization and management of company events
  • Organizing and Monitoring content on Sprout Social and the company’s YouTube.

Client Service Intern

Janney Montgomery Scott
01.2014 - 05.2014
  • Assisted with mailings and clerical support
  • Worked on social media assisting marketing team
  • Aided with preparations for external seminars.

Education

B.A. Communication -

Furman University
Greenville, SC
05.2018

Academic Internship Program -

The Washington Center
Washington, DC
05.2017

University of Technology
Sydney, Australia
12.2016

Skills

  • NaviPlan
  • Morningstar
  • Salesforce CRM
  • Constant Contact
  • Hearsay
  • Microsoft Suite (Excel, Word, PowerPoint)
  • Information Analysis

Volunteer Experience

Ronald McDonald House

D.C Central Food Kitchen

Languages

German
Elementary

Timeline

Private Client Associate

Janney Montgomery Scott
03.2018 - Current

Communications & Media Intern

Brookings Institution
01.2017 - 05.2017

Client Service Intern

Janney Montgomery Scott
01.2014 - 05.2014

B.A. Communication -

Furman University

Academic Internship Program -

The Washington Center

University of Technology

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