BRENDA HILL
**** ******** *****, *******-*****, NC 27104, Cell: 336-***-**** ********@*****.***
Ambitious and self-motivated individual with 25 years of professional experience, being a Client Service Associate position in a company that provides an open environment with many opportunities for continuous growth.
WORK HISTORY
Senior Registered Client Associate, 02/2000 to 11/20/2019
Wells Fargo Advisors, 380 Knollwood Street, Suite 600, Winston Salem, NC 27103
Supported two to seven financial advisors through the years.
Provide high quality, high touch service to all clients while maintaining strong relationship with clients.
Manage daily client transactions and inquires accurately, within established deadlines, and in accordance with existing policies and procedures.
Research, follow-up and resolve client acquires and problems through effective interaction with clients, team members, branch/operations areas and other staff in a timely and professional manner.
Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services.
Work both independently and as a team player.
Manage priorities effectively through effective multi-tasking and exceptional problem-solving skills.
Prepared investment proposals for investment strategies and asset allocation models.
Series 7, 63 License
Insurance License: Life, Health, Medicare & Long-term Care
Client Associate to Financial Broker, 05/1994 to 10/1999
Jesup & Lamont Securities - Sarasota, FL
Provide high quality, high touch service to all clients while maintaining strong relationship with clients.
Manage daily client transactions and inquires accurately.
Research, follow-up and resolve client acquires and problems through effective interaction with clients.
Coordinate and follow through on account inquiry, transaction and maintenance services.
Work both independently and with the advisor.
Manage priorities effectively through effective multi-tasking and exceptional problem-solving skills.
Moved to Winston Salem, NC with my family
Department Manager, 06/1990 to 05/1994
Wal-Mart - Bradenton, FL
Remodeled the store
Cashier
Supervised the cashiers & customer service desk.
Department Manager
Helped in the Cash Office
Ordered merchandise to maximum sales & weekly advertised sales
Organized store merchandise displays
Monitored and analyzed sales records and customer purchasing trends.
Provided excellence Customer Service
EDUCATION
Santa Fe College - Gainesville, FL - Accounting
Forsyth Technical College - Winston Salem, NC - Business Administration – International Business Global Track – Graduate Fall of 2020 – Associate Degree
Community Volunteer in Winston Salem
Wake Forest Baptist Hospital for a year
Guardian ad Litem