Client service professional with proven track record in managing and supporting high-net-worth clients. Brings results-oriented approach, emphasizing team collaboration and adaptability to changing needs. Known for strong analytical skills and exceptional client relationship management. Professional with focus on client service and financial operations. Skilled in managing client relationships, addressing inquiries, and providing exceptional support in fast-paced environment. Strong team collaborator, adaptable, and results-driven. Expertise in financial software, compliance, and administrative processes. Dependable and efficient, ensuring seamless operations and client satisfaction. Experienced with managing client relationships and providing exceptional service. Utilizes effective communication and problem-solving skills to address client needs promptly. Track record of maintaining strong client satisfaction and building lasting relationships.
Hi, I’m
Sheryl Liskiewicz
Novi,MI
Summary
Overview
25
years of professional experience
1
Certification
Work History
Morgan Stanley, Wealth Management
Senior Registered Client Service Associate
10.2023 - Current
Job overview
- Streamlined workflow for increased efficiency by implementing new procedures and organizational methods.
- Resolved any discrepancies in account statements or balances through thorough investigation and follow-up with relevant parties.
- Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
- Maintained strict adherence to regulatory requirements within daily operations thus mitigating potential risks.
- Managed complex client portfolios, ensuring appropriate risk management strategies were employed.
- Provided exceptional customer service by responding quickly to requests, maintaining a professional demeanor at all times, and delivering accurate information consistently.
Wells Fargo Advisors
Senior Registered Client Associate
03.2013 - 10.2023
Job overview
- Participated in team meetings and strategy sessions, contributing valuable insights to improve overall performance and client outcomes.
- Monitored account activity closely, proactively addressing potential issues before they escalated into larger problems for clients or the firm.
- Navigated challenging market conditions effectively through proactive planning, research analysis, and diversified investment strategies.
- Played a key role in organizing client events and seminars, strengthening community ties and promoting thought leadership within the industry.
- Facilitated effective communication between clients and financial advisors, ensuring all parties were informed about relevant account changes or updates.
- Coordinated with operations teams to manage asset transfers efficiently while minimizing disruptions for clients during transitions.
Morgan Stanley, Wealth Management
Senior Registered Client Service Associate
01.2007 - 03.2013
Job overview
- Facilitated timely trade execution for clients while strictly adhering to compliance guidelines.
- Improved team collaboration by fostering open communication and providing constructive feedback to colleagues.
- Maintained an extensive understanding of market trends to provide informed assistance to clients.
- Prepared client reports with high attention to detail, accurately reflecting portfolio performance and recommendations for improvement.
- Enhanced client satisfaction by addressing their inquiries and resolving issues promptly.
- Resolved any discrepancies in account statements or balances through thorough investigation and follow-up with relevant parties.
- Provided exceptional customer service by responding quickly to requests, maintaining a professional demeanor at all times, and delivering accurate information consistently.
UBS Financial Services
Registered Client Service Associate
01.2004 - 01.2007
Job overview
- Expedited the preparation of client meetings by gathering relevant materials ahead of time, facilitating smooth interactions between advisors and their clients.
- Built long lasting relationships with clients by listening, offering insight and being valuable resource.
- Streamlined office operations for better efficiency, managing calendars and scheduling appointments.
- Delivered informative presentations to clients regarding financial products, increasing understanding and fostering strong relationships.
- Participated in ongoing professional development opportunities such as workshops or conferences to stay abreast of industry developments while continually improving skills set.
- Contributed to team success by collaborating effectively with colleagues, sharing knowledge and assisting with projects as needed.
Merrill Lynch
Client Service Associate
02.2000 - 01.2004
Job overview
- Processed transactions accurately while maintaining a high level of customer service.
- Increased sales by building strong customer relationships and providing excellent service.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Prioritized helping customers over completing other routine tasks in store.
- Developed strong rapport with customers and created positive impression of business.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Increased team efficiency by developing streamlined processes for client communication and account management.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Education
Oakland Community CollegeBloomfield Hills, MI
Associate of Applied Science from Business
University Overview
Wayne State UniversityDetroit, MI
No Degree from Business Management
University Overview
Skills
- Financial cash management
- Account management
- Equity options trading
- Investment evaluation
- Performance analysis
- Investment research
- Awareness of industry trends
- Effective client onboarding
- Ensuring compliance with regulations
- Investment strategy development
- Diverse investment strategies
- Strategic asset allocation
Accomplishments
Accomplishments
- Successfully transitioned my team's book (clients & their assets) 3 times when my team moved to a new firm by completing the client onboarding process with accuracy and efficiency.
Certification
- Series 7 License - July 2004
- Series 63 License - May 2005
- Series 66 License- July 2006
- Life Insurance License- June 2006
Timeline
Senior Registered Client Service Associate
Morgan Stanley, Wealth Management
10.2023 - Current
Senior Registered Client Associate
Wells Fargo Advisors
03.2013 - 10.2023
Senior Registered Client Service Associate
Morgan Stanley, Wealth Management
01.2007 - 03.2013
Registered Client Service Associate
UBS Financial Services
01.2004 - 01.2007
Client Service Associate
Merrill Lynch
02.2000 - 01.2004
Oakland Community College
Associate of Applied Science from Business
Wayne State University
No Degree from Business Management
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