Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yousef Shabany

Summary

Dynamic Client Service Manager at Moneta Group with expertise in wealth management and client relationship development. Proven track record in enhancing client satisfaction through meticulous portfolio analyses and effective account management. Skilled in Salesforce CRM and financial planning, driving successful outcomes in client reviews and investment strategies.

Overview

2
2
years of professional experience

Work History

Client Service Manager

Moneta Group
06.2025 - Current
  • Prepare client review materials and portfolio analyses using Orion, eMoney, Excel, and Salesforce CRM for ongoing financial planning and investment reviews
  • Participate in 50+ annual/semi-annual client review meetings, documenting meeting summaries, action items, and financial planning updates for advisors and relationship management teams
  • Execute account servicing and custodial operations through Schwab and Fidelity, including rollovers, account openings, transfers, alternative investment paperwork, and cash management requests
  • Assist advisors with trade implementation, bond order execution, and trade review processes to ensure operational accuracy and compliance
  • Monitor outside account integrations and fee billing reconciliation through ByAllAccounts to maintain accurate reporting and client billing records

Independent Wealth Professional Intern

The America Group
05.2024 - 08.2024
  • Provided clients with financial education and wealth management strategies through personalized consultations, enhancing their understanding of risk management
  • Facilitated relationship development and client service by preparing financial analyses and engaging in client meetings
  • Outreached to 100+ prospective clients and coordinated follow-up meetings to advance retirement and investment planning

Education

BBA - Finance & Banking

University of Missouri
Columbia
05-2025

CFA Institute
05-2025

Skills

  • Client management
  • Account management
  • Wealth management
  • Wealth product knowledge
  • Retirement planning
  • Investment product knowledge
  • Client transaction support
  • Salesforce CRM
  • Wealth management platforms
  • eMoney and Schwab
  • Microsoft Excel
  • Billing management

Timeline

Client Service Manager

Moneta Group
06.2025 - Current

Independent Wealth Professional Intern

The America Group
05.2024 - 08.2024

BBA - Finance & Banking

University of Missouri

CFA Institute
Yousef Shabany