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
Similar Profiles
Danny KashtDanny Kasht
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge
Oluwaseun AyoadeOluwaseun Ayoade
Treasury Associate (FIG) Front Office at Bank of America Merrill LynchTreasury Associate (FIG) Front Office at Bank of America Merrill Lynch
Stacey FlemingStacey Fleming
Client Service Representative at Merrill LynchClient Service Representative at Merrill Lynch
Jerrell LundyJerrell Lundy
Senior Client Service Specialist - Premier Clients at Merrill LynchSenior Client Service Specialist - Premier Clients at Merrill Lynch
Nicholas ParrellaNicholas Parrella
Clerk Intern at On The Line CompanyClerk Intern at On The Line Company