Summary
Overview
Work History
Education
Timeline
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Sean McGill

New York,NY

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the financial services industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients.

Overview

5
5
years of professional experience

Work History

Client Service Officer

Valley Bank
06.2022 - Current
  • Addressed client requests for editing services and commercial banking features
  • Fulfilled orders for foreign exchange working with FX traders
  • Scrubbed for fraud daily and cleared flagged transactions with clients
  • Performed daily operational functions for processing wires and ach payments.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Client Services Representative (managed Accounts)

UBS Financial Services
03.2021 - 06.2022
  • Kept management systems up to date with client information
  • Educated financial advisors on managed account services and capabilities
  • Recorded and documented information on CRM web program
  • Educated advisors on the capabilities of managed account programs
  • Helped advisors run reports, research billing, and set their fees for individual accounts
  • Exceeded monthly performance and metrics numbers consistently.

Wealth Management Intern

Coastal Equities
05.2019 - 08.2019
  • Contacted new and existing customers to discuss their needs regarding specific products and services
  • Connected wealth managers to existing and prospective clients with the goal of increasing the volume and sale of investments
  • Worked on daily reports as well as recorded daily transactions
  • Assisted brokers with fixed income research.

Education

BS in Business Economics - Economics

State University of New York At SUNY Oneonta
Oneonta, NY
12.2020

Timeline

Client Service Officer

Valley Bank
06.2022 - Current

Client Services Representative (managed Accounts)

UBS Financial Services
03.2021 - 06.2022

Wealth Management Intern

Coastal Equities
05.2019 - 08.2019

BS in Business Economics - Economics

State University of New York At SUNY Oneonta

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Sean McGill