Catherine Jacobs
Sudbury,MA
Summary
Dedicated wealth management professional with eight years of experience in the Registered Investment Advisor (RIA) space. My knowledge of wealth planning and investment principles, experience with investment platforms, proactive problem-solving, and clear communication skills allow me to forge strong connections with clients. Working in a collaborative, client-first environment is my focus.
Overview
13
13
years of professional experience
Work History
Client Service Manager
Focus Partners Wealth
Wellesley, MA
06.2019 - Current
- Enter, monitor, and provide status updates on all processing requests to ensure accuracy.
- Stay on top of alerts from custodians, and ensure timely dissemination.
- Enter essential data into the CRM (Salesforce).
- Exhibit effective written and verbal communication skills.
- Assist colleagues within the team with projects, as needed.
Private Client Team Representative
US Boston Capital
Lincoln, MA
09.2015 - 05.2019
- Update client balance sheets and transactions ledgers prior to semi-annual meetings.
- Summarize client meetings and follow-up actions in writing.
- Create subscription packages for clients investing in private security deals.
- Obtained Series 63 and Series 6 securities licenses.
Investment Associate
Cambridge Trust Wealth Management
Boston, MA
04.2012 - 09.2015
- Handled and processed trades for numerous clients.
- Collaborated with Relationship Managers and Portfolio Managers to develop marketing materials and monthly client letters.
Education
Bachelor of Arts - Finance
Simmons College
Boston, MA05-1987
Skills
- Client relationship management
- Salesforce CRM
- Schwab Advisor Center
- Regulatory compliance
- Private strategies
- Fidelity Wealthscape
Timeline
Client Service Manager
Focus Partners Wealth
06.2019 - Current
Private Client Team Representative
US Boston Capital
09.2015 - 05.2019
Investment Associate
Cambridge Trust Wealth Management
04.2012 - 09.2015
Bachelor of Arts - Finance
Simmons College
Similar Profiles
Brianna SonnierBrianna Sonnier
CNA at Focus Care Acute Care partnersCNA at Focus Care Acute Care partners
Brevin DeBoerBrevin DeBoer
Wealth Management Associate at Ascent Wealth PartnersWealth Management Associate at Ascent Wealth Partners
Aaron AcpalAaron Acpal
Financial Coach at WestPac Wealth PartnersFinancial Coach at WestPac Wealth Partners
Macintosh BozierMacintosh Bozier
National Account Manager at Cogent CommunicationsNational Account Manager at Cogent Communications
Benjamin HazellBenjamin Hazell
Coffee Barista at Dunkin' DonutsCoffee Barista at Dunkin' Donuts