Senior Sales Assistant and Account Management

SAMANTHA ELIZABETH AKERS

*** ****** ******

St. Albans, WV 25177

Home 304-***-****

Cell 304-***-****

*******@*****.***

Professional Summary

Skilled financial associate with broad-based background and 18+ years experience in the financial and banking industries. Recognized as a result-driven Senior Account Service Associate and professional complex problem solver. Summary of Qualifications and Acquired Skills

*Series 7 Registered (expired) *Complex Problem Solving Skills

*Series 63 Registered (expired) *Account Contributions and Distributions

*Client Relations *Employee Training

*Client Conferences and Preparation *Retirement Account Support

*Investment Trading *401(k) Account Management

Work History Description

*Provided operational and sales support to high volume financial advisors.

*Assigned tasks to associates, tracked progress, updated managers, advisors and clients as necessary.

*Provided training and assistance to new and junior employees.

*Communicated with customers, employees and other individuals to answer questions and explain information.

*Compiled financial reports pertaining to deposits, withdrawals and profit and loss.

*Received, recorded and processed checks and securities as well as reconciled records of bank transactions.

*Provided clients with complete account service

*Complied with federal, state and company policies, procedures and regulations.

*Addressed and resolved non-routine, complex and unexpected variances

*Developed ability to not only handle but thrive in a fast-paced work environment.

*Traded investments of different types, with precision and speed due to quickly moving markets

*Provided Basic, Personal, Business and Retirement Account Support

*Found the ability and the desire to develop a personal yet professional relationship with clients quickly. Work Experience

Morgan Stanley Smith Barney

Senior Registered Client Service Associate

May 1998 – March 2010

Chase Bank - Charleston

Registered Sales Associate

October 2011 – March 2012

RBC Wealth Management

Nov. 2016 - June 2017

Senior Office Manager and Customer Service Representative In-Home Elderly CareJune 2017- August 2019

Education

West Virginia State University - Institute, WV - 1998

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