Client Service Associate

Paige Baccanari

**** * ******* *** - *******, IL 60657

248-***-**** - **************@*****.***

PROFESSIONAL EXPERIENCE

JP Morgan March 2022 - Present

Client Service Associate

• Handle complex relationships and high-profile portfolios, while providing service at the same level for all clients.

• Engage professionally in person, emails and on the phone to assist with every client's needs or issues.

• Work independently and in a team environment to maximize productivity in a most efficient manner.

• Build in-depth understanding of the client's organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client.

• Collaborate with internal teams and external partners to deliver customized solutions and enhance client relationships.

Bank of America July 2021 - March 2022

ADRP Advisor Development Rotational Program

• Gained hands-on experience working in a branch.

• Assisted customers with credit, finances, and general financial well-being.

• Facilitated financial portfolios for different types of clienteles.

• Provided the opportunity to take financial exams giving me an in-depth understanding of the industry.

• Enhanced knowledge of investing in various alternative strategies including real estate, private equity, and hedge funds.

• Collaborated with the clientele to assure clients were on track with savings and spendings which assured the clients could retire when desired.

Merrill Lynch June - August 2020

Summer Financial Analyst

• Collaborated with employees from other sectors of the bank for data analytics projects, deepening my understanding of Excel.

• Enhanced skill of working in a fast-paced environment while developing critical skills and knowledge to build a successful wealth management business.

• Analyzed investment case studies, financial models, industry research reports and met with industry professionals.

EDUCATION

Michigan State University May 2021

Bachelor of Arts, Economics, Minor in Public Policy and Law 3.7 GPA

• Activities and Societies: Delta Sigma Pi, Part-Time Associate at Jackson National Life SKILLS AND INTERESTS

• Technical Skills: Microsoft Office, Financial Modeling, Data Analytics

• Certifications: SIE, Series 7, Series 66

• Interests: Fitness, Tennis, Michigan State Sports, Running, Pop-Culture Podcasts

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