Microsoft Word, Excel, PowerPoint
Villi Bello
New York
Summary
Experienced and fully licensed finance professional with a strong background in client services and wealth management. Currently serving as a Licensed Client Service Associate at Citigroup, providing crucial support to senior financial advisors in delivering comprehensive financial solutions. Expertise lies in customer service, account management, and ensuring regulatory compliance. Fluent in English and Spanish, with conversational proficiency in Portuguese.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Client Service Associate
Citigroup
03.2022 - Current
- Support Senior Financial Advisors in delivering banking, credit, trust, capital markets, and investment services to high-net-worth clients
- Ensure accurate processing of client transactions and swift resolution of client inquiries
- Open and manage client accounts on Netx360, maintaining regulatory compliance and relationship accuracy
Boxing/Kickboxing Instructor
New York Athletic Club
03.2017 - Current
- Train clients in boxing and kickboxing, leveraging strong interpersonal skills to foster client loyalty
Business Analyst, AML Compliance Technology Department
Barclays Bank PLC
02.2019 - 03.2022
- Supported anti-money laundering compliance initiatives by analyzing data and developing detailed reports
- Collaborated with cross-functional teams to enhance compliance systems and streamline workflows
Fitness Professional
Punch Fitness Center
12.2010 - 06.2017
- Delivered tailored fitness programs, cultivating strong, long-term client relationships
Education
Associate of Arts - Business Administration and Management
Union County College
01.2024
IT Network and Cyber Security Training - undefined
Per Scholas
01.2017
Skills
- Securities
- Trading
- Client Account Management
- Wealth Management
- Exceptional interpersonal skills
- Problem-solving skills
- AML Compliance
- Regulatory Adherence
- Documentation Review
- Netx360
- Cybersecurity Fundamentals
- Data Analysis
Websites
Certification
- Series 7
- Series 63
- Certified Personal Trainer (NASM)
- Certified Boxing Coach
- CCENT (Cisco Certified Entry Networking Technician)
Software
Netx360, Salesforce
Timeline
Licensed Client Service Associate
Citigroup
03.2022 - Current
Business Analyst, AML Compliance Technology Department
Barclays Bank PLC
02.2019 - 03.2022
Boxing/Kickboxing Instructor
New York Athletic Club
03.2017 - Current
Fitness Professional
Punch Fitness Center
12.2010 - 06.2017
IT Network and Cyber Security Training - undefined
Per Scholas
- Series 7
- Series 63
- Certified Personal Trainer (NASM)
- Certified Boxing Coach
- CCENT (Cisco Certified Entry Networking Technician)
Associate of Arts - Business Administration and Management
Union County College
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