TARA J PFEIFFER
New Orleans,LA
Summary
Seeking a position at a leading financial company to leverage expertise in building wealth for clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Wealth Management Client Associate
Merrill Lynch
New Orleans, LA
01.2023 - Current
- Assisted with client onboarding and account openings, including gathering documents and data entry.
- Provided customer service to clients and addressed inquiries via phone, email, or in-person.
- Processed transactions such as deposits, withdrawals, transfers, wire requests and other related activities.
- Maintained client records by updating account information as needed.
- Managed communication between customers and the company's operations department to ensure smooth processing of trades.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Answered customer questions to maintain high satisfaction levels.
- Promoted business to increase customer base and grow revenue.
Financial Professional
PennMutual
01.2019 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
Owner
Queenies' Bar and Grill
New Orleans
01.2017 - 01.2019
- Managed daily operations of business, including hiring and training staff.
- Identified new opportunities for growth, expansion, and diversification.
- Created marketing campaigns to attract new customers.
- Negotiated contracts with vendors and suppliers.
- Oversaw budgeting and financial management.
- Researched potential partners in order to expand services offered.
- Reviewed legal documents related to business operations.
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Hosted special events to boost brand awareness and increase community engagement.
Education
Bachelor of Arts - English, Creative Writing
Burlington College
Skills
- Dedicated Wealth-Building Specialist
- Wealth Management
- Client Onboarding Coordination
- Financial Planning
- Making insurance decisions
- Excellent Communication
- Account Management
- Detail-Oriented Approach
- Planning for retirement
- Financial Transactions
- Effective Relationship Management
- Asset Management
- Financial products knowledge
- Professional ethics
Affiliations
- Ambassador New Orleans Chamber of Commerce
- Junior League of New Orleans
- President of BNI (Business Networking International)
Certification
- Life Insurance
- Property and Casualty
- Passed SIE
Timeline
Wealth Management Client Associate
Merrill Lynch
01.2023 - Current
Financial Professional
PennMutual
01.2019 - Current
Owner
Queenies' Bar and Grill
01.2017 - 01.2019
Bachelor of Arts - English, Creative Writing
Burlington College