Taylor J Wendel
Costa Mesa
Summary
With over 8 years of financial experience, I have cultivated a skillset centered around providing relationship-oriented and tailored solutions to a portfolio of affluent private clients, partnering with a team of investment and lending advisors to assist individuals and families on their financial journey. This has helped me garner a deeper industry knowledge and insight around a slew of products and wealth planning strategies. UBS’s listed position objectives of deepening relationships and making measurable differences in the lives of those around me resonates deeply with my own values. My goal, given the opportunity, would be to partner with the UBS team in leveraging our combined skill sets to improve the lives of those who entrusted us.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Service Associate
UBS Financial Services
11.2025 - Current
- Managed client inquiries, ensuring prompt and effective resolution of service-related issues.
- Developed and maintained relationships with clients to enhance satisfaction and loyalty.
- Coordinated account maintenance activities, ensuring accuracy and compliance with regulatory standards.
- Assisted in onboarding new clients by providing necessary documentation and guidance.
Private Client Banker
JPMorgan Chase Bank, N.A.
06.2019 - 11.2025
- Develop a thorough understanding of clients financial goals and risk tolerance, providing highly personalized advice and action plans.
- Expansive knowledge on internal banking policies and procedure, allowing for efficient time management and work flow
- Deliver strong, consistent sales results around new account acquisition through networking and relationship building, utilizing a suite of products and services to garner respect and trust
- Partnership with a team of professionals, collaborating across strengths to help clients accomplish their banking, lending, and investment goals
Teller/Associate Banker
JPMorgan Chase Bank, N.A.
03.2018 - 06.2019
Store Associate
In N Out Burger
07.2015 - 02.2018
Education
Bachelor of Arts - Communications
California State University Fullerton
Fullerton, CA05-2018
Skills
- Relationship management
- Teamwork and collaboration
- Compliance knowledge
- Problem-solving
- Service-oriented
- Open-minded to new growth opportunities
Certification
- Securities Licenses SIE, Series 6, 7, & 63 - Financial Industry Regulatory Authority (FINRA)
- Life Insurance
Timeline
Client Service Associate
UBS Financial Services
11.2025 - Current
Private Client Banker
JPMorgan Chase Bank, N.A.
06.2019 - 11.2025
Teller/Associate Banker
JPMorgan Chase Bank, N.A.
03.2018 - 06.2019
Store Associate
In N Out Burger
07.2015 - 02.2018
Bachelor of Arts - Communications
California State University Fullerton