Tracy Longstreet
Houston,Texas
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service. Successful Client Service Associate with 30 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
28
28
years of professional experience
Work History
Sr. Registered Client Service Associate
UBS Financial Services
01.2009 - 04.2024
- Continuously sought ways to enhance personal knowledge and skills, resulting in increased expertise and a higher level of service delivery to clients.
- Enhanced client satisfaction by addressing their inquiries and resolving issues promptly.
- Contributed to overall team success by actively participating in trainings, sharing knowledge with peers, and offering support when needed.
- Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
- Provided exceptional customer service by responding quickly to requests, maintaining a professional demeanor at all times, and delivering accurate information consistently.
- Coordinated with financial advisors, ensuring accurate account setup, maintenance, and administration.
Senior Registered Sales Assistant
Morgan Stanley
04.1996 - 01.2009
- Fostered strong relationships with clients, resulting in increased trust and loyalty through exceptional customer service.
- Streamlined daily operations for increased efficiency by implementing improved organizational systems and processes.
- Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on financial products and services.
Education
High School Diploma -
Elsik High School
Houston, TX06.1987
Skills
- Account Maintenance
- Retirement Planning Support
- Margin Account Management
- Financial Statement Interpretation
- Financial planning knowledge
- Customer Support
- Client Relations
- Follow-up skills
- Teamwork and Collaboration
- Relationship Building
Timeline
Sr. Registered Client Service Associate
UBS Financial Services
01.2009 - 04.2024
Senior Registered Sales Assistant
Morgan Stanley
04.1996 - 01.2009
High School Diploma -
Elsik High School
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