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Customer Service Sales

Kings County, New York, United States
January 14, 2018

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Ellen Zivitz

**** **** **** ******, ******** NY *1210


Qualifications Profile

Analytical and detail-oriented professional with experience coordinating, planning, and supporting daily operational and administrative functions to excel in a Financial Services Sales Assistant role.

Proven track record of accurately maintaining detailed records, generating reports, coordinating meetings, and multitasking within fast-paced atmospheres.

Adept at managing and streamlining administrative processes to reduce errors, improve accuracy and efficiency, and achieve organizational objectives.

Outstanding interpersonal, customer service, leadership, and organizational skills; thrive within detail-oriented, deadline-driven environments.

Demonstrated capacity to provide comprehensive support for senior-level staff, including managing and coordinating projects and processes in support of effective business operations.

Professional Experience

UBS Financial Services, New York, NY

Senior Registered Client Service Associate, 9/2015 – Present

Skillfully manage wide-range of office and sales support tasks, including servicing a roster of 500 households. Leverage strong multitasking skills to manage customer service, data entry. Respond to customer inquiries in person and over the phone; liaise with cross-functional teams in support of customer needs. Manage calendars for two Senior Advisors, including meetings / appointments and travel arrangements.

●Identified areas for improvement in policies, procedures, and business processes and delivered strategic recommendations to senior management on key issues.

●Spearheaded transition from individual accounts to managed portfolios.

●Determine customers financial services needs and prepare proposal to sell services that address these needs.

●Develop prospects from current customers, referral leads, or sales meetings.

●Contact prospective customers to present information and explain available services.

Morgan Stanley, New York, NY

Senior Client Service Associate, 04/2008 09/2015

Trusted to coordinate and run the advisors book of business. Trained administrative staff on policies and procedures. Created compelling presentations for company meetings.

●Opened accounts for clients, coordinated wire transfers and IRA withdrawals.

●Regularly acknowledged by leadership for timeliness and attention to detail.

●Demonstrated flexibility and superb work ethic in enthusiastically taking on special projects in addition to primary office administration responsibilities.

Bear Stearns Co. New York, NY

Registered Client Service Associate, 09/1990 03/2008

Coordinated the building up of the advisors book to be one of the top advisors in the country. Cultivated smaller accounts into highly profitable relationships. Implemented ideas to make the business run more efficiently.

●Prepared invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.

●Conducted research, compiled data, and prepared papers for consideration and presentation by executives, advisors and senior leadership.

●Read and analyzed incoming memos, submissions, and reports to determine their significance and plan their distribution.

●Reviewed operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.

●Continuously recognized by management and peers for being a well organized multi-tasker with upbeat demeanor.

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Licensing Background

Currently hold Series 7 & 63, held Health and Life insurances licenses in the past. Licensed in over 25 states.

References available upon request

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