Taylor Aguilar
El Dorado Hills,CA
Summary
Talented Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions in fast-paced environment. Fosters positive support to firm's business growth and success.
Overview
2
2
years of professional experience
Work History
Client Associate
Wells Fargo
Sacramento, CA
10.2024 - Current
- Provide administrative and client service support for high-profile accounts across 20 states.
- Prepare and reconcile daily reports with sensitive financial and estate data.
- Coordinate with advisors, clients, and internal teams to meet time-sensitive deadlines.
- Maintain and organize over 20 active personal and estate accounts with accuracy and confidentiality.
Operations Processor
Wells Fargo
Sacramento, CA
04.2024 - 10.2024
- Processed trades and claims for clients across multiple states with strict compliance standards.
- Managed spreadsheets and official records for share transfers and government documentation.
- Collaborated with colleagues to complete high-volume workloads efficiently.
Education
BA - Environmental Studies
University of San Francisco
05.2023
Skills
- Financial and Accounting Reconciliation
- Microsoft Office Suite
- C coding, and R project
- Compliance awareness
- Client onboarding
- Customer service
- Attention to detail
- Time management
- Multitasking Abilities
- Team collaboration
- Account maintenance
- Order processing
Relevant Courses
- Intro to Data Science With R: Overview of techniques to wrangle, manipulate and visualize data
- Spreadsheets Computing 1: Uses Microsoft Excel to analyze and manage information
- Computing Mobile Apps and Web: Uses high level programming to create simulations and applications
Timeline
Client Associate
Wells Fargo
10.2024 - Current
Operations Processor
Wells Fargo
04.2024 - 10.2024
BA - Environmental Studies
University of San Francisco