Patricia Werner-Christy
O'Fallon,MO
Summary
Energetic, resourceful, and results-driven professional with excellent qualifications and experience to support activities requiring strong organization, communication, leadership, and customer service skills. Highly adept at working effectively independently and as part of a team in fast-paced environments to complete assigned projects and tasks while adhering to deadlines and quality standards. Self-motivated and skilled at utilizing exceptional interpersonal skills to establish rapport and positive relationships with customers, co-workers, and management.
Client service professional with proven track record in fostering client relationships and providing top-tier support. Notable for consistently improving client satisfaction through effective problem-solving and proactive communication. Highly collaborative, adaptable to changing demands, and committed to achieving team goals. Skilled in client management, administrative tasks, and customer service.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Client Service Associate
Stifel Nicolaus
St Louis, MO
12.2015 - Current
- Facilitated client onboarding processes, ensuring compliance with regulatory requirements and firm policies.
- Developed and maintained strong relationships with clients, addressing inquiries and resolving issues promptly.
- Collaborated with financial advisors to prepare customized investment proposals and portfolio analyses for clients.
- Managed scheduling of client meetings, optimizing advisor time and enhancing client service delivery.
Broker Dealer Registered Client Associate
Merrill Lynch
Clayton, MO
01.1999 - 01.2015
- Maintain full responsibility for displaying initiative, strong coordination and communication skills, and excellent relationship building abilities while completing day-to-day administrative and client support activities. Directly accountable for planning and controlling daily operations for three Financial Advisors in a multi-tasking setting while ensuring that all projects and responsibilities are performed thoroughly and with a strong sense of urgency.
- Display exceptional capacity to meet deadlines, build rapport with individuals at all levels and backgrounds, and to support business goals by facilitating an environment that consistently achieves/exceeds expectations.
- Accurately maintain files, documents, systems, and records to provide highly reliable information quickly. Use well developed interpersonal skills to respond effectively to both internal and external requests/inquiries.
- Fully responsible for greeting clients, building rapport quickly and maintaining positive relationships, opening new accounts and handling in office transactions, and demonstrating strong knowledge of product offerings.
- Provide additional assistance as needed to support efficient and productive daily operations, ensure the timely completion of projects, tasks, and responsibilities, and exhibit strong coordination and organization skills.
- Uphold a positive image of the company while actively contributing to customer service objectives and quality standards by evaluating results, addressing needs, and analyzing/responding to customer and team feedback.
- Monitor, track, and evaluate individual performance in all areas to ensure adherence to the highest levels of productivity, efficiency, and quality for outstanding service and support to internal and external customers.
- Directly accountable for maintaining professional and courteous communications and interactions at all times with team members, visitors, and clients and for continuously uncovering ways to provide additional assistance.
Education
High School Diploma -
Hazelwood East High School
St. Louis, MOSkills
- Administrative/Office Functions
- Financial Transaction Processing
- Analyzing / Resolving Problems
- Accuracy and Attention to Detail
- Investment & Banking Products
- Meticulous Attention To Details
- Multi-Tasking/Prioritizing Work
- Strong Decision-Making Skills
- Customer and Account Relations
- Clear/Effective Communication
- Performing Well Under Pressure
- Professional/Pleasant Demeanor
- Microsoft Office Suite, Business and Financial Systems, Customer Databases, Information Research, Analysis, Scheduling, Financial Reports, Presentations, Correspondence, Meeting Minutes, PCs/Windows Applications
Certification
Series 7 and Series 63 Licenses, Financial Industry Regulatory Authority (FINRA)
Timeline
Client Service Associate
Stifel Nicolaus
12.2015 - Current
Broker Dealer Registered Client Associate
Merrill Lynch
01.1999 - 01.2015
High School Diploma -
Hazelwood East High School