Rosemary Fusco
Mamaroneck
Summary
Sales support professional with proven expertise in client relationship management and operational efficiency. Strong focus on team collaboration and achieving results, adaptable to changing needs. Skilled in trade execution and compliance. Reliable, detail-focused, and driven by excellence in every task.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Wealth Strategy Associate
UBS Financial Services
05.2010 - Current
- Support Eleven Financial Advisors.
- Developed strong relationships with clients through proactive communication and follow-up on their accounts.
- Enhanced client satisfaction by promptly addressing inquiries and providing exceptional customer service.
- Opened, updated, and closed customer accounts.
- Ensured compliance by adhering to industry regulations and company policies during all transactions.
- Processed payments, transfers, trades, and other transactions.
- Coordinated client, office, and regulatory paperwork.
- Streamlined daily operations by efficiently organizing and maintaining client files and records.
- Maintained high levels of data security by implementing strict confidentiality procedures when handling sensitive client information.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Utilized excellent multitasking abilities while juggling multiple responsibilities including answering phones, managing calendars, processing paperwork, assisting with special projects.
Education
No Degree - Business Administration
Iona College
New Rochelle, NY09-1984
General Studies
Herbert H. Lehman
Bronx, NY06-1978
Skills
- Client service
- Client account management
- Teamwork
- Problem-solving
- Attention to detail
- Multitasking Abilities
- Reliability
- Organizational skills
Certification
- Series 7
- Series 63
- Insurance Licensed
Timeline
Wealth Strategy Associate
UBS Financial Services
05.2010 - Current
No Degree - Business Administration
Iona College
General Studies
Herbert H. Lehman
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