Sales Customer Service
Resume:
MONA V. REILLY
Somerset, New Jersey 08873
************@*****.***
Professional Experience
Merrill Lynch Bank of America Corporation
Wealth Management Client Marketing Associate, Bridgewater, NJ June 2005 – June 2016
Supported all aspects of marketing for client planning and investing goals for the Management Team
Directly corresponded with clients regarding financial reports and investments
Researched, reviewed and proposed analyses and performance reports pertaining to client service and financial support
Prudential Securities, Inc.
Client Service Navigator, Carnegie Center, Princeton, NJ August 2000 – June 2001
Provided high quality, consistent and differentiated advice, performance and service to clients and Financial Advisors to demonstrate a solid understanding of the firm and its products
Profiled clients and gathered information for financial planning. Encouraged additional sales and service opportunities with new and existing clients in a consultative manner
Assisted in the completion of, reviewed and processed the new account paperwork
Merrill Lynch, Pierce, Fenner and Smith, INC.
Senior Financial Planning Development Specialist, Princeton, NJ July 1999 – August 2000
Developed new ideas and approaches to enhance Merrill’s financial plan, known as the “Financial Foundation”
Analyzed and revised text and criteria for the Estate, Retirement and Survivor sections of the plan
Assisted Tax Advisors, CPAs, Attorneys and CFPs to incorporate the most recent legislative changes in the client financial plans
Coordinated and conducted meetings with the Financial Planning Group to review enhancement prototypes throughout development stages including testing
Participated in the design of Merrill Lynch’s Online Questionnaire, an innovative tool to streamline client profiling for financial planning
Senior Financial Planning Specialist, Princeton, NJ Dec 1997 – July 1999
Advised sales force in all aspects of the “Financial Foundation,” including the “Employee Stock Option Analysis” and the “Interactive Financial Foundation”
Supported sales efforts by identifying specific planning solutions for individual clients and explaining financial planning concepts and techniques to Financial Consultants and teams
Organized the Financial Planning Joint Advisory and Development Department meetings by coordinating the efforts of members from each group in both Denver, CO and Princeton, NJ
Conducted group workshops and training sessions for the Financial Planning Advisory Desk as a subject matter expert for disability insurance
Consolidated enhancement suggestions from the sales force to the Development Team in an effort to provide the best possible products for our clients
Trained Financial Consultants on the “Best Practice” techniques in client profiling
Registered Investment Associate, US Private Client Group, Morristown, NJ Nov 1995 – Dec 1997
Assisted in developing investment strategies based on client needs and goals
Identified opportunities for potential sales for existing and prospective clients
Maintained client focus, prioritized and responded to client requests and needs
Conducted client profiling and reviewed financial plans
Assumed responsibility for serving smaller client segments
Senior Project Analyst, Operations Liaison Strategic Development, Somerset, NJ July 1994 – Nov 1995
Analyzed, designed and developed new projects and procedures that automated the various tasks Financial Consultants perform
Performed analytical activities to enhance current and future requirements
Aided systems areas in analysis and design phases of new and ongoing projects
Conducted Sales Assistant and Financial Consultant focus groups
Supported the implementation of new system enhancements
Fulfilled role as liaison for marketing, systems and business areas
Presented and trained sales force on new and enhanced product operations
Registered Sales Assistant, US Private Client Group, Metro Park, NJ June 1992 – July 1994
Evaluated alternate investment vehicles providing a market analysis and financial plan for established and solicited clientele
Conveyed all characteristics of Cash Management, Margin, IRA and 401K accounts to initiate interest in Merrill Lynch’s Investment devices
Reviewed and researched all available information on Merrill Lynch and Non-Merrill Lynch products to advise clients interested in building financial portfolios
Prospected clients by setting up presentations and seminars introducing products and services
Registered Customer Service Agent, Group Employee Services, Somerset, NJ July 1990 – June 1992
Advised clients and Financial Consultants on all aspects utilizing the Employee Stock Purchase and Stock Option Plans, IRAs 401Ks, and individual brokerage accounts
Executed Stock, Mutual Fund, Option and Precious Metal transactions
Supervised accounts with the support of Legal, Broker Transfer, Trading, Reorganization and Compliance Departments
Education
MBA, August 1996, Specialty: Marketing
Samuel J. Silberman College of Business Administration, Fairleigh Dickinson University, Madison, NJ
Member of Omicron Delta Kappa, National Leadership Honor Society
BA, May 1990, Major: English, Minor: Economics
Rutgers College, Rutgers University, New Brunswick, NJ
Summer Study Abroad, University of Beijing, China, May 1990 – July 1990
Summer Study Abroad, University of Urbino, Italy, June 1989 – September 1989
Summer Study Abroad, University of Salamanca, Spain, June 1988 – August 1988
NASD Licenses
1991 General Securities Representatives Examination (Series 7)
1991 Uniform Securities Agent State Law Examination (Series 63)
Special Skills/Awards
Top 100 Service Quality Award 2014, 2013, 2012, 2011, 2010, Special Achievement Award (one of Merrill Lynch’s highest employee honors for recognition of superior performance, professionalism and dedication) 1998, Team Player Award 1995, Service Spotlight Award 1994
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