Ravinder Shelley Sood
Concord,Ca
Summary
Highly skilled Client Associate with over 37 years of experience in the financial sector. Expertise in bookkeeping, cash management, and client relations. Demonstrated ability to manage high-value assets and deliver exceptional client support, contributing to the success and growth of financial teams. Certified Notary with experience in notarizing various financial documents.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Client Associate, Cashier, and Bookkeeper
Merrill Lynch
01.1983 - 12.2020
- Branch Management Support: Assisted the branch manager with various administrative and operational tasks, contributing to the smooth functioning of the branch
- Asset Management: Collaborated with a team managing assets exceeding $30 million, ensuring accurate tracking and reporting
- Client Support: Provided comprehensive support to clients, addressing inquiries, resolving issues, and facilitating transactions to enhance client satisfaction
- Bookkeeping: Maintained meticulous financial records, processed transactions, and ensured compliance with financial regulations
- Cash Management: Managed cashier duties, including cash handling, deposits, and reconciliations, maintaining accuracy and security in financial transactions
- Process Improvement: Identified and implemented process improvements to enhance operational efficiency and client service delivery
- Team Collaboration: Worked closely with financial advisors and other team members to support client needs and achieve team goals
- Branch Management Support: Assisted the branch manager with various administrative and operational tasks, contributing to the smooth functioning of the branch
- Notary Services: Acted as a Notary Public, notarizing various financial and legal documents for clients and the firm
Client Associate
UBS
12.2020
- Client Services: Delivered high-quality services to clients, supporting a variety of financial transactions and portfolio management tasks
- Relationship Building: Developed and maintained strong relationships with clients, understanding their needs and providing tailored solutions to ensure satisfaction and loyalty
- Financial Reporting: Assisted in preparing financial reports and documentation, ensuring accuracy and timeliness
- Administrative Support: Provided administrative support to financial advisors, including scheduling meetings, preparing materials, and managing communications
- Technology Utilization: Leveraged financial software and tools to streamline processes and improve service delivery
- Notary Services: Continued to provide notary services, ensuring the proper execution of financial and legal documents
Education
Undergraduate - Political Science
Heald Business College
Skills
- Bookkeeping and financial record management
- Client relations and support
- Cash management and cashier operations
- Proficient in QuickBooks and other financial software
- Strong computer skills with experience in product design
- Process improvement and operational efficiency
- Financial reporting and documentation
- Team collaboration and support
- Certified Notary Public
Certification
- Computer Programming and Accounting
Languages
Hindi
Professional
Punjabi
Professional
References
References available upon request.
Timeline
Client Associate
UBS
12.2020
Client Associate, Cashier, and Bookkeeper
Merrill Lynch
01.1983 - 12.2020
Undergraduate - Political Science
Heald Business College
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