Taylor Marrone
Arcadia,CA
Summary
Client associate and administrative assistant with 5 years of wealth management experience. Looking to grow with a team and expand my knowledge and experience in the market.
Overview
5
5
years of professional experience
Work History
Client Relationship Manager Assistant
Bank Of America Merrill Lynch
Pasadena, CA
02.2022 - Current
- Help CRMs with organizing the CA coverage.
- Organize and coordinate monthly CA meetings.
- Process travel expenses and reimbursements for management team.
- Manage the OMT inbox and coordinate tasks with fellow admins.
- Prepared digital reports and presentations for market using MS Excel.
- Train fellow admins in other division markets.
- Assist with interviewing potential client associate and operations candidates.
- Provide support to fellow team admins.
Registered Client Associate
Bank Of America Merrill Lynch
Pasadena, CA
11.2019 - 02.2022
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Input transfer data into Client Engagement Workstation and manually updated accounting and certificate records.
- Prepared letters, forms and spreadsheets in Client Engagement Workstation to service existing clients and prospect for new clients.
- Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
Education
Bachelor of Arts - Economics
University of Irvine, California
Irvine, CA06.2019
Skills
- Team oriented
- Personable
- Organized
- Proficient with MS Word, PowerPoint and Excel
Licenses
SIE, Series 7, Series 66, and Series 9
Timeline
Client Relationship Manager Assistant
Bank Of America Merrill Lynch
02.2022 - Current
Registered Client Associate
Bank Of America Merrill Lynch
11.2019 - 02.2022
Bachelor of Arts - Economics
University of Irvine, California