Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tricia Eliason

Salt Lake

Summary

Dedicated executive client service associate excelling in client onboarding and inquiry resolution. Proven commitment to operational excellence and compliance adherence, driving enhanced client satisfaction.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Executive Client Service Associate

Edelman Financial Engines
Salt Lake City, UT
01.2015 - Current
  • Deliver exceptional client service by managing onboarding, handling inquiries, coordinating meeting prep and ensuring accurate, timely follow-through on all client needs
  • Support financial planners and operations through expert handling of account activity, trading/model verification, transfer and issue resolution while balancing multiple planner priorities
  • Maintain operational excellence and compliance by monitoring risk, adhering to regulatory standards, supporting digital tools and contributing to firmwide initiatives as needs evolve

Financial Advisor

E*Trade
Salt Lake City, UT
03.2012 - 01.2015
  • Led team initiatives to streamline processes for increased operational efficiency and client satisfaction.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Financial Advisor

Morgan Stanley
Salt Lake City, UT
06.2010 - 05.2012
  • Developed comprehensive financial plans tailored to clients' individual goals and risk tolerance.
  • Provided ongoing client education on financial products and strategies to enhance decision-making.

Owner

Gregory's Restaurant
Gregory, SD
09.2000 - 10.2010
  • Oversaw daily operations to ensure high-quality service and customer satisfaction.
  • Managed vendor relationships to optimize supply chain efficiency and cost-effectiveness.
  • Trained and mentored staff, fostering a collaborative team environment focused on excellence in service.
  • Coordinated special events, enhancing brand reputation and generating additional revenue streams for the restaurant.

Education

MBA - Business

Westminster College
Salt Lake City, UT
05-2000

Bachelor of Science - Psychology

University of Utah
Salt Lake City, UT
05-1991

Skills

  • Interpersonal skills
  • Operations management
  • Executive support
  • Customer-oriented

Certification

Series 65

Timeline

Executive Client Service Associate

Edelman Financial Engines
01.2015 - Current

Financial Advisor

E*Trade
03.2012 - 01.2015

Financial Advisor

Morgan Stanley
06.2010 - 05.2012

Owner

Gregory's Restaurant
09.2000 - 10.2010

MBA - Business

Westminster College

Bachelor of Science - Psychology

University of Utah

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