Paloma Lopez
Miami,FL
Summary
Resourceful Client Associate known for high productivity and efficient task completion. Possess specialized skills in client relationship management, financial transaction processing, and data analysis. Excel in communication, problem-solving, and adaptability to ensure exceptional service delivery and client satisfaction.
Overview
6
6
years of professional experience
Work History
Client Associate
Ellevest
Miami, FL
03.2024 - Current
- Assisted with client onboarding and account openings, including gathering documents and data entry.
- Answered customer questions to maintain high satisfaction levels.
- Promoted business to increase customer base and grow revenue.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Collaborated with team members on projects such as marketing initiatives or developing new policies.
- Processed transactions such as deposits, withdrawals, transfers, wire requests and other related activities.
- Provided support during client meetings, including taking notes and preparing presentations when necessary.
- Updated and maintained databases with current information.
- Worked with cross-functional teams to achieve goals.
Financial Representative
Northwestern Mutual
Miami
06.2022 - 06.2023
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Assisted in the development of comprehensive financial planning models for clients.
Financial Representative
Edward Jones
Miami, FL
01.2022 - 06.2022
- Underwent 800+ hours of training regarding investments and client suitability.
- Networking through social media establishing connections with potential prospects.
- Invited prospects to learn about the benefits the company and I could provide for them.
Relationship Banker
Bank of America
Miami, Florida
11.2020 - 01.2022
- Explained bank services, financial products and applicable fees to customers.
- Strengthened profit opportunities by developing key customer relationships and managing resources to meet sales objectives.
- Processed multiple customer transactions hourly while demonstrating extreme attention to detail.
Bank Teller
Wells Fargo
Miami
10.2018 - 10.2020
- Performed cash handling duties including counting currency, coins and checks.
- Promoted new bank products and services to new customers.
- Referred customers to appropriate financial services and products as required.
Education
BBA - Finance
Florida International University
Miami, FLBachelor of Arts - Political Science
Florida International University
Miami, FLSkills
- Bilingual in [English] and [Spanish]
- Microsoft Excel proficiency
- Multi-task management
- Product and service solutions
- Conflict mediation/ resolution
- Product recommendations
- Financial transactions management
- Continuous learning attitude
- Professionalism and ethics
Timeline
Client Associate
Ellevest
03.2024 - Current
Financial Representative
Northwestern Mutual
06.2022 - 06.2023
Financial Representative
Edward Jones
01.2022 - 06.2022
Relationship Banker
Bank of America
11.2020 - 01.2022
Bank Teller
Wells Fargo
10.2018 - 10.2020
BBA - Finance
Florida International University
Bachelor of Arts - Political Science
Florida International University