Anatoliy Belkin

**** ***** *******, ***. ** Brooklyn, NY 11235 718-***-**** ad4idx@r.postjobfree.com My LinkedIn Experience

VIRTUAL ENGAGEMENT ASSOCIATE MORGAN STANLEY DECEMBER 2022 TO FEBRUARY 2024

· Utilize the Firm’s cutting-edge digital tools to elevate client relationships, driving an increase in net acquired assets on behalf of Financial Advisors.

· Spearhead the adoption of the Goals Based Wealth Management strategy, collaborating closely with Financial Advisors to ensure seamless integration and maximum impact.

· Facilitate the establishment of online presence by assisting with the setup of websites and social media accounts, meticulously monitoring metrics, and curating and disseminating engaging content on platforms such as LinkedIn, Facebook, and X to bolster advisor visibility and client engagement.

· Craft and distribute bespoke client newsletters, fastidious tailored from pre-approved content, to ensure consistent and personalized communication that resonates with target audiences and strengthens client relationships.

· Proactively conduct in-depth analysis of client relationships, providing actionable insights and recommendations to Financial Advisors to enhance the overall client experience and drive sustainable growth.

· Cultivate and maintain robust, symbiotic relationships with Financial Advisors, providing unwavering support and guidance to empower them in delivering exceptional service and value to their clients. FINANCIAL SERVICE REPRESENTATIVE TD BANK MARCH 2022 TO DECEMBER 2022

· Educated clients on various financial matters and concepts that meet their needs.

· Provide professional recommendations on investment opportunities, products and services based on each client’s individual financial needs.

· Help individuals and families build and execute wealth management strategies based on unique goals and objectives.

· Work with clients to support and establish understanding of rationale/details of financial strategies.

· Met with clients to discuss assets, expenses and long-term & short-term investment goals to create personalized financial plans.

· Responsible for managing the daily operations of the bank’s branch including opening and closing procedures.

· Conduct of end-of-day balancing procedures, reconcile cash draws and prepare daily reports for management’s review. SENIOR LICENSED PERSONAL BANKER WEBSTER BANK JULY 2016 TO MARCH 2022

· Expand customer relationships by providing personal service and building rapport with each customer.

· Work closely with Merchant Services, Mortgage officers & Financial Advisors to ensure customers’ financial needs are met.

· Coach tellers to effectively identify referral opportunities on new products, services and promotions.

· Makes daily outbound calls to generate sales and to address customer’s needs/concerns.

· 135% in sales revenue with life insurance and annuities

· Ensure that customer concerns are handled efficiently to maintain a positive customer experience.

· Accountable for overseeing the day-to-day operations of the bank branch, including the execution of opening & closing procedures.

· Responsible for performing end-of-day balancing procedures, reconciling cash drawers, & compiling daily reports. HEAD TELLER NORTHFIELD BANK JUNE 2011 TO JULY 2016

· Assume Supervisory authority in both the presence and absence of Management team.

· Responsible for branch cash vault, supplying tellers with all required cash, ordering cash and shipping as needed.

· Provide tellers with assistance as needed for all operational and sales related issues.

· Assist Management with training and development of Teller staff, to ensure proper customer handling.

· Cross-sell bank products/services to increase branch’s sales and revenues. Education

BACHELOR OF TECHNOLOGY JANUARY 2009 NEW YORK CITY COLLEGE, BROOKLYN, NEW YORK

· Bachelor’s degree in graphic communications.

Licenses

· Series 7 License

· Series 63 License

· Series 65 License

· Licensed Notary public- State of New York

· Licensed Insurance representative- Life

Skills & Abilities

· Fluent in English & Russian

· Proficient in Microsoft Office (Word, Excel, Power Point, Access, Outlook, Publisher, Internet)

· Proficient in Adobe Design Suite (Photoshop, Illustrator, InDesign)

· Database Software such as Sales Force