Stephanie Bright
Greenville,SC
Summary
Enthusiastic Registered Client Associate focused on building strong relationships with clients and supporting advisors and their team for business growth. High attentive to detail and accuracy in funds transfers, trades and transactions, and client forms. Fosters positive support to firm business growth and success.
FINRA Licenses: SIE, Series 7, Series 63, Series 65
Overview
6
6
years of professional experience
Work History
Registered Client Associate
UBS Financial Services
08.2019 - Current
- Facilitate new client onboarding process and investment account setup
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Assist advisors with servicing clients by preparing financial review reports, completing trades and transactions, executing estates, and other operational tasks
- Manage the team calendar appropriately to allow space for the advisors to have in office and out of office business
- Help create 4 team marketing events and 2 large client gatherings
Speiro Intern
Grace Church
09.2024 - Current
- Manage the Mosaic Ministry that consists of 44 students and adults that have special needs or a disability
- Help recruit, onboard, and train volunteers
- Assist with leading and organizing monthly Respite Nights & Supper Clubs
- Build relationships with parents of those in the Mosaic Ministry
- Attend a weekly two hour class with church elders to learn how to become a better leader in the working world
Intern
UBS Financial Services
01.2019 - 08.2019
- Sorted and organized files, spreadsheets, and reports
- Explored new technologies and approaches to streamline processes
- Optimized customer experience by delivering superior services and effectively troubleshooting issues
Education
Bachelor of Science - Business Administration, Finance
Bob Jones University
Greenville, SC05-2019
Skills
- Reliable and Loyal
- Positive Attitude
- Attention to Detail
- Meeting Coordination
- Clerical Support
- Interpersonal and Social Skills
- Multitasking and Organization
- Tech-Savvy
Awards
UBS Rhonda Barth Field Excellence Award - June 2021
Personal Mission Statement
I strive to live out the love of Christ through my words, actions, and thoughts while exuding a joy filled spirit to all that I may come in contact with, including myself.
Timeline
Speiro Intern
Grace Church
09.2024 - Current
Registered Client Associate
UBS Financial Services
08.2019 - Current
Intern
UBS Financial Services
01.2019 - 08.2019
Bachelor of Science - Business Administration, Finance
Bob Jones University
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