Spaska Boyanova
Williamsburg,VA
Summary
Financial professional with commitment to delivering tailored financial advice and supporting clients in achieving their financial goals. Proven ability to develop and maintain client relationships through effective communication and collaborative approach. Known for adaptability and results-driven mindset, leveraging financial planning expertise and analytical skills to drive positive outcomes. Focused on team collaboration and achieving results, adapting smoothly to changing needs. Reliable and driven to deliver impactful financial solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Registered Client Service Associate
Morgan Stanley
02.2023 - Current
- Assisted in the development of new business opportunities through meticulous client relationship management.
- Maintained an extensive understanding of market trends to provide informed assistance to clients.
- Supported over clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
- Coordinated communication between clients and financial advisors, enhancing relationship management and service delivery.
- Ensured timely completion of assigned projects by establishing clear deadlines and managing workloads effectively.
- Developed strong working relationships across departments for improved communication flow and efficient problem resolution.
- Conducted comprehensive research on investment products to support financial advisors in making sound recommendations for clients'' portfolios.
- Facilitated timely trade execution for clients while strictly adhering to compliance guidelines.
- Continuously sought ways to enhance personal knowledge and skills, resulting in increased expertise and a higher level of service delivery to clients.
- Provided exceptional customer service by responding quickly to requests, maintaining a professional demeanor at all times, and delivering accurate information consistently.
- Resolved any discrepancies in account statements or balances through thorough investigation and follow-up with relevant parties.
- Streamlined workflow for increased efficiency by implementing new procedures and organizational methods.
- Contributed to overall team success by actively participating in trainings, sharing knowledge with peers, and offering support when needed.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate records in CRM systems, enhancing data integrity and reporting efficiency.
- Increased efficiency and team productivity by promoting operational best practices.
Premier Banker
Wells Fargo Bank
01.2022 - 02.2023
- Managed a portfolio of high-value accounts, ensuring timely execution of transactions and adherence to compliance requirements.
- Collaborated with the Branch Financial Advisor to developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Increased referrals from satisfied customers, resulting in new business and revenue growth.
Relationship Banker/Brokerage Associate
Wells Fargo Bank
10.2016 - 01.2022
- Working directly with high value customers
- Building relationships with customers and the community to establish long-term business growth
- Building relationships with different partners in order to help customers achieve their financial goals
- Proactively engaging with customers through outreach via phone or email
- Proving successful working within tight deadlines and fast-paced atmosphere.
- Evaluating clients financial positions and identifying most appropriate banking products.
- Upholding stringent bank standards for loans, money handling and legal considerations.
- Establishing new accounts for high net worth individuals and servicing existing accounts to maximize revenue.
- Promptly resolving all customer requests, questions and complaints.
- Managing escalated phone calls by applying resolution skills and extensive knowledge of bank policies, products and services.
- Training and mentoring junior banking staff to maximize performance, efficiency and compliance.
Personal Banker
Wells Fargo Bank
09.2014 - 09.2016
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Educated clients on products, services, and digital banking tools to enhance user experience.
- Advised clients on mortgage, educational and personal loans.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Cultivated relationships with clients to identify financial needs and offer tailored banking solutions.
- Assisted in the development of strategies to improve customer retention and satisfaction metrics.
Education
Bachelor of Science - Bulgarian And Russian Philology
THE PLOVDIV UNIVESRSITY PAISII HILLENDARSKI
BulgariaHigh School Diploma -
VOCATIONAL SCHOOL OF CHEMICAL AND FOOD TEHNOLOGY
Bulgaria 05.2008
Skills
- Retirement planning
- Wealth management
- Excellent capacity to retain new information
- Strong and long lasting customer relations
- Complex Problem-Solving
- Team Communication
- Self-sufficient
- Organized
- High Value client coverage
- Risk Management
Certification
- FINRA Seris 7 License
- FINRA Series 6 License
- FINRA Series 63 License
- FINRA Series 65 License
- Life & Annuities, Variable Contract
Timeline
Senior Registered Client Service Associate
Morgan Stanley
02.2023 - Current
Premier Banker
Wells Fargo Bank
01.2022 - 02.2023
Relationship Banker/Brokerage Associate
Wells Fargo Bank
10.2016 - 01.2022
Personal Banker
Wells Fargo Bank
09.2014 - 09.2016
Bachelor of Science - Bulgarian And Russian Philology
THE PLOVDIV UNIVESRSITY PAISII HILLENDARSKI
High School Diploma -
VOCATIONAL SCHOOL OF CHEMICAL AND FOOD TEHNOLOGY