REED CHUMLEY
The Woodlands,TX
Summary
Registered Client Service Associate with FINRA Series 7 and Series 66 registrations and experience supporting wealth management practices through client relationship management, account administration, financial planning support, and operational execution. Skilled in delivering exceptional client service, coordinating complex account activities, and partnering with financial advisors to support the needs of high-net-worth individuals and families. Known for strong relationship management, attention to detail, and a service-oriented approach. Currently pursuing a Life & Health Insurance License.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Registered Client Service Associate
RAYMOND JAMES
The Woodlands, TX
04.2026 - Current
- Serve as a primary point of contact for clients, providing timely and personalized service across a wide range of account and relationship needs.
- Manage day-to-day operational activities including account openings, transfers, money movement requests, account maintenance, and documentation processing.
- Support financial advisors in preparing client meetings, portfolio reviews, and ongoing wealth management initiatives.
- Coordinate with custodians, internal partners, and clients to ensure efficient execution and resolution of service requests.
- Maintain client records and account documentation in accordance with regulatory, compliance, and firm requirements.
- Assist with client onboarding and relationship management efforts to deliver a seamless client experience.
- Utilize Series 7 and Series 66 registrations to support investment-related account servicing and client communications.
- Build and maintain strong client relationships through proactive communication, responsiveness, and attention to detail.
- Support multiple advisory practices during staffing transitions, helping maintain operational efficiency, business continuity, and exceptional client service.
Client Service Associate
RAYMOND JAMES
The Woodlands, TX
03.2025 - 04.2026
- Supported advisors and clients through account servicing, client communications, meeting preparation, and relationship management activities.
- Assisted with client onboarding, account maintenance, money movement requests, and service-related inquiries.
- Developed expertise in Goal Planning & Monitoring (GPM), wealth management operations, and client service best practices.
- Assisted advisors in preparing for client reviews and supporting financial planning discussions.
- Contributed to a responsive, high-touch service model designed to strengthen client relationships and advisor efficiency.
Operations Associate (Internship)
RAYMOND JAMES
The Woodlands, TX
10.2024 - 12.2024
- Acquired knowledge of firm systems, operational workflows, compliance procedures, and client service processes to enhance branch office functionality.
- Supported branch operations and advisor teams, contributing to foundational understanding of wealth management and financial services.
- Facilitated administrative and operational functions to ensure seamless office operations and effective client service delivery.
Education
Regents Bachelor of Arts - Business Administration and Management
WEST VIRGINIA UNIVERSITY
Morgantown, WV05-2024
Skills
- Client Relationship Management
- Client Onboarding
- Account Administration
- Wealth Management Operations
- Financial Planning Support
- Goal Planning & Monitoring (GPM)
- Process management
- Communication & Relationship Building
Certification
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Uniform Combined State Law Examination
VOLUNTEER EXPERIENCE
Volunteer Baseball Coach, Assist youth baseball players with skill development, fundamentals, and game preparation., Teach teamwork, discipline, sportsmanship, and accountability both on and off the field., Mentor young athletes while helping foster confidence, personal growth, and a positive competitive environment.
BASEBALL CAREER & LEADERSHIP
- NCAA Division I Student-Athlete | 2020 – 2024
- Competed as a collegiate student-athlete throughout five years of college baseball while balancing academic, athletic, and leadership responsibilities.
- Began collegiate career at Odessa College and Cisco College, advancing from the junior college ranks to NCAA Division I baseball through consistent development and performance.
- Faced significant adversity early at Houston Christian University after finishing near the bottom of the conference offensively during the 2022 season.
- Responded by leading the Southland Conference with a .392 batting average in 2023, earning All-Southland Conference honors while playing under former MLB All-Star Lance Berkman.
- Transferred to West Virginia University for the 2024 season and helped lead the Mountaineers to the program's first NCAA Super Regional appearance.
- Earned All-Big 12 honors after hitting .311 with a team-leading 16 home runs and 50 RBIs.
- Earned All-Region 3rd baseman of the Tuscon Regional.
- Developed resilience, discipline, accountability, leadership, and time-management skills through continuous performance improvement and competition at the Division I level.
Timeline
Registered Client Service Associate
RAYMOND JAMES
04.2026 - Current
Client Service Associate
RAYMOND JAMES
03.2025 - 04.2026
Operations Associate (Internship)
RAYMOND JAMES
10.2024 - 12.2024
Regents Bachelor of Arts - Business Administration and Management
WEST VIRGINIA UNIVERSITY