Taylor McEntee
Morris Plains,NJ
Summary
Dynamic Client Service Associate at Bruen Wealth Management with a proven track record in enhancing client relationships and generating insightful reports. Skilled in Microsoft Office Suite and adept at problem-solving, I excel in fostering communication and driving business growth through strategic analysis and effective networking.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Service Associate
Bruen Wealth Management
Madison, NJ
02.2025 - 03.2026
- Updated and maintained client records in the CRM system diligently.
- Facilitated communication between clients and investment teams effectively.
- Scheduled meetings and appointments for clients and advisors seamlessly.
- Generated reports detailing the activities of each account, including trade history and portfolio performance.
- Conducted research on investments, markets, and economic trends to stay informed about current events impacting clients' portfolios.
Office Manager
Paradigm
Bridgewater, New Jersey
01.2025 - 02.2025
- Managed daily office operations and maintained a productive work environment.
- Coordinated schedules and meetings for executive teams and staff members.
- Maintained filing system for records, correspondence and other documents.
Intern
Coyne PR
Parsippany, NJ
06.2024 - 08.2024
- Researching companies and individuals to find new leads
- Contacting potential clients to establish rapport and set up meetings
- Helping to prepare and present new business pitches and proposals
- Attending industry conferences and events
- Maintaining healthy relationships with current and prospective clients
- Keeping forecasts and regular activity reports
- Working with the leadership team on win strategies
- Developed strong organizational and time management skills by completing multiple tasks simultaneously
- Trained in different positions and worked with variety of personnel
- Participated in training sessions and workshops to enhance knowledge and skillset
Second Store Leader
South Moon Under
Newark, DE
03.2023 - 05.2024
- Work in partnership with the Store Leader to build and motivate their team to maximize sales and profitability, ensure excellent customer service, and uphold all South Moon Under's visual and operational standards
- Drive business through effective product placement and maintenance of the South Moon Under environment
- Consistently meet or exceed the financial and operational expectations of the store
- Partner with the Visual Department in planning, scheduling, and executing an innovative visual environment
- Consistently maintain all aspects of store's environment to help maximize sales
- Manage and train sales team in product and cleanliness standards
Intern
Tap Into
Morristown, NJ
01.2024 - 04.2024
- Intermediary between sports writer and athletes
- Provided a source to community to meet elected official and provided an introduction for the elected official to the community
- Content creator and publisher on social media and online newspaper platforms
Sales Associate
23 South Boutique
Morristown, NJ
08.2019 - 01.2024
- Followed up with customers after sales, keeping retention levels high and capitalizing on cross-selling opportunities
- Built and established strong relationships with customers, enabling long-term partnerships
- Generated leads and located opportunities for market expansion and business growth
Education
BACHELOR OF ARTS (B.A.) - COMMUNICATION PUBLIC RELATIONS
University of Delaware
Newark, DE12.2024
Skills
- Microsoft Office Suite
- Basic SQL
- Excellent organizational skills
- Artificial Intelligence
- Networking
- Business Analysis
- Up-selling strategies
- Problem-solving
- Decision Making
- Creativity
- Report Writing
- Detail Orientated
- Investment research
- Reporting and analysis
Certification
- Canva: Graphic Design Essentials
- CITI Program: Community Engaged Research- Supplemental Resources, Export Compliance, GCP- Social and Behavioral Research Best Practices for Clinical Research, COVID-19 Insights for Higher Ed Leaders, COVID-19 Back to Campus, Good Laboratory Practice (GLP), Human Subjects Protections- Social-Behavioral-Educational Focus, Mental Health for Higher Ed and Healthcare, Participating in Vaccine Research, Remote Contact Tracing, Responsible Conduct of Research (RCR), Revised Common Rule, What You Need to Know About COVID-19 Vaccine
Timeline
Client Service Associate
Bruen Wealth Management
02.2025 - 03.2026
Office Manager
Paradigm
01.2025 - 02.2025
Intern
Coyne PR
06.2024 - 08.2024
Intern
Tap Into
01.2024 - 04.2024
Second Store Leader
South Moon Under
03.2023 - 05.2024
Sales Associate
23 South Boutique
08.2019 - 01.2024
BACHELOR OF ARTS (B.A.) - COMMUNICATION PUBLIC RELATIONS
University of Delaware