Customer Service Administrative Assistant

ANDREA HANSON

*** ***** ****** ******: 914-***-****

Mamaroneck, NY 10543 *******@*****.***

PROFESSIONAL SUMMARY

Accomplished Client Associate with over 12 years experience in the Financial Services industry.

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Tenured with the largest and one of the most profitable PBIG (Private Banking & Investment Group) teams

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managing over $30 Billion in client assets.

Proven customer service skills managing the complex needs of ultra high net worth individuals and

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businesses with assets exceeding $10 Million.

CAREER EXPERIENCE

Client Associate (2005 – 2009)

MERRILL LYNCH White Plains, NY

Assisted Senior Financial Advisors in a fast paced, business environment including but not limited to:

Heavy client contact via phone and front office client meetings resolving client inquiries.

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Created financial reports for quarterly client reviews using internal software.

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Analyzed marketing research reports to identify new business opportunities.

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Executed market research findings by making proactive phone solicitations to streamline client’s

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administrative needs increasing product service enrollment by roughly 50% annually.

Created new account packages for respective account types.

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Responsible for monitoring client cash balances, and updating cost basis as needed

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Created excel spreadsheets to track new account openings, asset allocation and cash flow.

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Account Liaison to Relationship Managers and Branch Management

Provided fundamental support in all phases of client service, client relationship building and portfolio

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administration.

Proficient in task prioritization, follow up, follow through and resource utilization with respect to all

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cash management needs, account opening, transfer, and maintenance of new and existing accounts

including but not limited to Estate and Trust Accounts, Non Profits, Retail, IRA, Mortgage, and College

Savings accounts.

Researched, troubleshoot and resolved client account inquiries and discrepancies regarding holdings,

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dividends, interests, funds transfers, wire transfers, balances, debit and credit card inquiries.

Extensive communication with internal and external wholesalers and third party money managers with

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respect to cash management, fee invoicing/collection, maintenance, transfers, timely trade settlement,

dividend and interest payments.

Responsible for seamless transfer of assets for new incoming Financial Advisors from start to finish.

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Attended client meetings with Relationship Manager to advice on administrative inquiries, legal issues

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and documentation.

Maintained executive calendar, schedule appointments, arrange travel plans, process T&E reports using

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Concur.

Assisted in coordinating and hosting client events.

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Client Associate (1999 – 2005) New York, NY

Private Bank and Investment Group/ Private Executive Services

Extensive contact with over 200 ultra high net worth households with assets in excess of $10 Million,

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with respect to account maintenance and problem resolution.

Pitched service products to simplify and streamline client finances including but not limited to

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Lines of credit, mortgages, credit /debit cards; funds transfer services, statement suppression, online

services.

Researched, addressed and provided solution to administrative and operational inquiries.

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Created spreadsheets to track money managers, asset allocation, cash flows and timely trading of assets.

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Merrill Lynch OnLine Service Representative (1996 – 1999) Somerset., NJ

Provided technical and financial solutions to online subscriber inquiries via phone and email.

EDUCATION

Bachelor of Science, Marketing 1991 University of Bridgeport

KEY WORDS

Wealth Management, Customer Service, Client Associate, Administrative Assistant

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