Jennifer McCarthy
Colorado Springs
Summary
Dedicated Client Service Associate with over 7 years of industry experience. Successfully managed client accounts, ensuring high satisfaction and timely resolution of issues. Demonstrated strong communication and problem-solving abilities in fast-paced environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
UBS Financial Services
Rocky River, OH
12.2018 - Current
- Managed client inquiries, ensuring timely and accurate responses to enhance customer satisfaction.
- Coordinated account management activities, streamlining processes for improved operational efficiency.
- Developed and maintained strong client relationships through regular communication and personalized service.
- Assisted financial advisors in preparing investment proposals and presentations for clients.
- Served as primary liaison for all inquiries related to insurance, annuity, and alternative investment tickets.
- Assisted clients with yearly tax payments and documents.
Education
Bachelor of Arts - Anthropology / Economics
Kent State University
Kent, OH08-2018
Skills
- Time management
- Product knowledge
- Data entry
- Team collaboration
- Regulatory compliance awareness
- Strong interpersonal skills
- Organizational proficiency
- CRM software proficiency
- Client documentation processing
- Empathy and patience
Certification
- SIE + Series 7 License - 2019
Timeline
Registered Client Service Associate
UBS Financial Services
12.2018 - Current
Bachelor of Arts - Anthropology / Economics
Kent State University