Yasmine Rodriguez Bratsouleas
Dallas,TX
Summary
A proven ability to connect with people and have learned that each and every client is a valued one. Being guided by the right mentors has molded me into having a Business-savvy, client focused, attitude. I look forward to growing in any field I am set in.
Overview
13
13
years of professional experience
Work History
Client Service Associate
Sageview Advisory
Irving, TX
02.2023 - 11.2023
- Organized digital files containing sensitive client data in a secure manner for easy retrieval when needed.
- Resolved issues that arose during account transfers or other operations processes in a timely fashion.
- Maintained accurate records of all client transactions and communications.
- Reviewed monthly statements sent out by custodians for accuracy prior to distribution to clients.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Scheduled and confirmed appointments based on customer availability.
- Personalized client experience, identifying unique needs and providing information and services to match.
- Prepared and sent out forms from each custodian, Charles Schwab, TD Ameritrade, and Fidelity, for all account openings and money movement.
- Facilitated all money movements using custodian websites.
- Used one-call resolution to assist all advisors' requests.
- Going above and beyond for each advisor to deliver world-class client service.
Client Service Associate
Morgan Stanley
Little Rock, AR
01.2022 - 01.2023
- Gathered information from clients for entry into computer database.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Audited customer account information to identify issues and develop solutions.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Partnered with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Supported the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- Actively engaged in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Performed administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
- Assisted financial advisors in financial planning
Application Specialist
Goldman Sachs Bank USA
Richardson, TX
09.2019 - 01.2022
- Assisted potential and existing clients with financial support/duties may include opening accounts and processing paperwork; working with internal departments and/or directly with clients in solving service/operational issues.
- Reviewing files for required documentation
- Completed checklist based on documentation received.
- Answering or providing information regarding procedural/sales questions, and processing client service request
- Promptly responding to calls and emails from lending staff.
- Assisting with updating incorrect addresses between internal and third party systems.
- Maintained a professional image and adhered to standards consistent with company policies and procedures.
- Developed and managed project plans while providing status updates to management.
- Streamlined acquisition of reporting requirements and specifications to disseminate across multiple business lines and IT support teams.
Expert Client Adviser
Louis Vuitton Moet Hennesy
Las Colinas , TX
03.2017 - 09.2019
- I became a true ambassador of the Brand, with a special focus on seasoned clients.
- Accumulating over 3 Million Dollars in transactions.
- Finesse and passion for storytelling.
- Excellent communication skills,working with multiple applications at once.
- Sales leader in leather goods while also cross selling across the brand.
- Drove and exceeded individual KPI goals.
- Provided outstanding customer service via telephone, email and written correspondence.
- Built lasting relationships with clients by delivering first call resolution.
- Proven ability to build lasting relationships with clients and colleagues;.
- Maintained security standards within the office to ensure safety of clients, colleagues and merchandise.
- Used Social Media as a monitoring platform to view relevant conversations about the brands and respond/react to inquiries when necessary.
Administrative Assistant
Green Life Farms
La Quinta, CA
02.2011 - 12.2016
- Checked in scheduled and unscheduled guest & greeted guest with hospitality.
- Inventory control & Maintained a peaceful atmosphere.
- Forwarded phone lines to salesman.
- Filed and stored all bills By grower.
- Responsible for stocking the office with needed supplies.
- Ran multiple phone lines & created expense reports.
- Directed each visitor to the correct office.
- Responsible for all Administrative duties.
- Arranged appropriate travel, visas, agendas, necessary contacts and country information.
- Approved travel expenses and reimbursement requests.
- Managed accounts payable, accounts receivable, bank reconciliations and payroll function.
- Investigated and resolved discrepancies in monthly bank accounts.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
Education
High School Diploma -
Brawley Union High School
Brawley, CA2011
Skills
- Ability to work in a fast moving and dynamic environment; (4 years)
- Excellent communication skills,
- Both oral and written, and the ability to handle multiple tasks simultaneously (4 years)
- Proven ability to drive and exceed individual and sale results; (4 years)
- Team-focused with a desire to collaborate effectively; (4 years),
- Project documentation
- Application and server monitoring
- Team Supervision
- Account reconciliation expert
- Peachtree expertise
References
- Adam Werksman l Head Of Trading Goldman Sachs | Operations and Trading Director | Sageview Advisory | (702) 540-1732
- Tavare Hutchins l Regional Associate Manager l Marcus by Goldman Sachs l Goldman Sachs Bank l 817-793-8169
- Taitiana Christanson l Former Onboarding and Training Associate l Marcus By Goldman Sachs l 817-969-7854
- Lou Graham l (27) Year Financial Advisor l Morgan Stanley Lou.Graham@morganstanley.com l 501-221-6304
- Peggy James l (42) Year Registered Client Service Associate l Morgan Stanley l peggy.james@morganstanley.com l 501-786-3345
- Joy-Vaugn Russell l (2) Year Mergers & Aquisitions l Sageview Advisory l Joy-Vaugnrussell@sageviewadvisory.com l 347-742-2378
- Angelica Proctor l (2) Year Client Service Lead l Sageview Advisory l angelicaproctor@sageviewadvisory.com l 469-315-4241
Timeline
Client Service Associate
Sageview Advisory
02.2023 - 11.2023
Client Service Associate
Morgan Stanley
01.2022 - 01.2023
Application Specialist
Goldman Sachs Bank USA
09.2019 - 01.2022
Expert Client Adviser
Louis Vuitton Moet Hennesy
03.2017 - 09.2019
Administrative Assistant
Green Life Farms
02.2011 - 12.2016
High School Diploma -
Brawley Union High School