PATRICK STRINGER
South Jordan,UT
Summary
Experienced in exceeding client expectations, I foster a supportive and collaborative environment to achieve team goals. I am dedicated to enhancing client and team satisfaction, embracing growth challenges, and maintaining a positive outlook. My passion is simplifying complex issues for others while staying accountable and valuing collective success.
Overview
20
20
years of professional experience
Work History
Asset Movement Team Specialist
Morgan Stanley, Wealth Management
06.2014 - Current
- Compliance approval processing for moving client assets in and out of the firm
- Promoted to work exclusively in the Private Wealth high net division for $25 million plus households. White glove service group
- Identify appropriate solutions to minimize issues and quickly solve problems with asset movement requests
- Working with financial advisors directly to overcome compliance issues with asset movement requests that are submitted to me
- Fast paced SLA environment
- Strong emphasis on communication skills and providing precise instructions to
Branch Support Agent
Morgan Stanley, Wealth Management
08.2011 - 06.2014
- Primary support group for Morgan Stanley’s Branch Service Associates and financial advisors
- Role included trade entry assistance, internal system navigation inquiries, technical issues, compliance related questions, locating policy resources, account transfers, account opening and closing, resolving trade errors, tax related inquiries for client 1099’s and many additional related responsibilities
- Supported their Private Wealth Club/Chairman's club brokers (largest client portfolio relationships)
- Strong emphasis on world class service and being a final space for all things related to supporting financial advisors in their role
Summer Sales Rep
Vivint Home Security
04.2011 - 08.2011
- Contracted with Vivint to do door to door sales in El Paso, TX
- Driving sales for one of the nations largest smart home security companies
- Working directly with home owners to customize and meet all of their home security needs
- Creating new long term revenue streams selling proprietary security system and monitoring service technologies
Client Support Representative
Morgan Stanley Wealth Management
01.2006 - 04.2011
- Directly assisted all major support lines for their national customer service center
- Answering any questions about their accounts but also a strong emphasis on building value with their relationship by helping clients understand key features and products they had at their disposal with having a full service brokerage account experience.
- Teaching clients how to utilize Morgan Stanley research center
- Clarifying 1099, statement and online account summary questions
- Strong emphasis on world class customer service
Education
Associate of Science - Computer Science
Salt Lake Community College
06.2007
Skills
- Strong understanding that team unity, collaboration, holding myself accountable and supporting each other is critical for everyone's success
- Department council representative (Workflow optimization and team member feedback and implementing recognition awards)
- Active member with Morgan Stanley Global Volunteer Month
- Received multiple department MVP awards
- Active with onboarding new hires and participating in training classes and updates to policies/procedures
- Organizing meeting facilitation
- Attention to detail in solving complex compliance related problems and following through until resolution
- Strong emphasis on excellent communication in the simplest and clearest terms
- Working in fast paced SLA environment
- Critical thinking emphasis for solving complex problems
- Customer satisfaction and managing expectations always being the primary focus
- Extreme emphasis on organizational skills and always taking advantage of learning and growing opportunities
Timeline
Asset Movement Team Specialist
Morgan Stanley, Wealth Management
06.2014 - Current
Branch Support Agent
Morgan Stanley, Wealth Management
08.2011 - 06.2014
Summer Sales Rep
Vivint Home Security
04.2011 - 08.2011
Client Support Representative
Morgan Stanley Wealth Management
01.2006 - 04.2011
Associate of Science - Computer Science
Salt Lake Community College
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