Client Service Associate
Resume:
Ximena Del Pilar Olson
Houston, Texas 77043
************@*****.***
OBJECTIVE: To secure a challenging position within a diverse, progressive company where my experience as well as my keen ability to manage accounts and detail-oriented assignments will be utilized effectively to contribute to the company’s success. A bi-lingual, dedicated, detail-oriented self-starter with a strong work ethic and twenty-two years’ experience in general office and financial institution duties and policies. EXPERIENCE:
2007 – 2024 UBS Financial Services Inc. (International Division) Houston, Texas Client Service Associate (2007 – 2012)
Sr. Client Service Associate (2012 – 2024)
• Responsibilities encompassed the processing of new accounts and account updates for all clientele.
• Analyzed all new brokerage account documentation prior to submission for final approval.
• Managed day-to-day inquiries from Financial Advisors by inputting and matching orders, processing correspondence, and assisting with administrative tasks.
• Reviewed and took appropriate action on client account alerts.
• Cultivated and enhanced new and existing client relationships through active communication, processing client requests, resolving inquires, provided guidance and confirmed key information and documentation remained current.
• Prepared financial plans, client reports, and other materials for client meetings.
• Experienced in regulations pertaining to new accounts to NRAs, the Patriot Act, and AML.
• Partnered with Financial Advisor in developing a business plan and delivering against a client service model.
• Enthusiastically participated in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures, and new platforms.
• Implemented the team’s marketing strategy by maintaining marketing materials and planning client events and seminars.
• Additional responsibilities included cross training and back up for operations, cashiering, maintaining records, and performing margin References Provided Upon Request
activities. Serviced demand deposit accounts for expatriates and foreign clientele.
2002 – 2007 J.P. Morgan Chase, Houston, Texas
International Bi-lingual Client Service Representative
• Serviced demand deposit accounts for expatriates and foreign clientele.
• Reviewed and completed client documentation for compliance with the Patriot Act and bank regulations.
• Researched customer account inquiries, that included revolving credit, card management, wire transfers, and tax compliance.
• Interacted with diverse departments, within the bank, to advocate for the client.
• Provided customers with competitive banking and financial products and services.
Customer Service Associate (Bank One)
• Performed routine customer transactions
• Provided customer services to help with questions
• Problem solved customer accounts
• Followed bank policies and procedures
EDUCATION: Bachelor of Science in Hotel and Restaurant Management University of Houston, Conrad N. Hilton College
Graduated: December 2004
Associate of Applied Science in Marketing
Laica University (Ecuador)
SKILLS: Bi-lingual (English and Spanish)
Microsoft Office
Accounts Payable/Receivable
General Ledger, Collections, Invoicing
Onboard training
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