Tina Bass

Senior Registered Client Associate - MERRILL LYNCH

Atlanta, GA

adse22@r.postjobfree.com

+1-678-***-****

Seeking a position where I can expand my exceptional communication, analytical and personal skills Authorized to work in the US for any employer

Work Experience

Registered Client Associate

MERRILL LYNCH

December 2015 to Present

Ensure that client's needs are met by partnering with specialists and business partners to understand what

they offer to client's and the most effective way to generate business referrals while managing existing partners and developing strategic business partnerships.

• Provide dedicated operational and sales support to multiple Financial Advisors such as setting up travel and meetings along with reporting travel and client meetings expenses.

• Provide administrative and client support to financial advisors that manage over 500 million in assets

• Responsible for: daily management on deposits, funds transfers, loans, domestic and international wires,

asset transfers (ACATs), placing trades (including syndicate and IPOs), employee pension plans such as IRA and 401K setup or any activity essential to managing a client's portfolio. Financial Service Representative

TRADE FINANCIAL

November 2013 to August 2014

• Strengthened client relationships by anticipating needs, aligning and proposing ETFC products and services where appropriate

• Exceeded service expectations and followed through on commitments.

• Responsible for: daily management on deposits, funds transfers, domestic and international wires, and asset transfers (ACATs)

• Documented all client calls and transactions in a timely and thorough manner.

• Maintained professional call management etiquette at all times. Agency Office Assistant /CSR

COUNTRY FINANCIAL

January 2009 to July 2013

• Rounded client insurance portfolios and assisted producers with new business

• Assisted underwriters in mitigating risks

• Utilized the company's proprietary software and models to competitively price approvals

• Identified sales opportunities for existing customer base while leading new sales activities and developing

lead qualifying strategies

• Investigated and resolved a wide variety of requests that include gathering additional information, setting

expectations and working with other support organizations to fulfill the request.

• Performed general administrative tasks such as answering the phone, filing and finalizing paperwork

• Was responsible for setting up appointments with customers

• Provided customers with accurate information regarding their accounts. Secretary

WESLEY MONUMENTAL UMC

September 2006 to September 2008

• Assisted Pastors as necessary.

• Interacted with others in a positive manner.

• Prepared weekly bulletin and maintained church directory

• Facilitated Building Use Requests by scheduling, issuing forms, and assisting with details if needed

• Performed general administrative tasks such as answering the phone, filing and finalizing paperwork

• Prepared year-end conference reports, and items for the church's Annual Meeting Education

MS in Leadership in Leadership

Northeastern University - Boston, MA

December 2015 to July 2019

BA in Sociology in Sociology

Cleveland State University - Cleveland, OH

September 2003 to March 2006

Skills

• Excel. (5 years)

• Microsoft Word (5 years)

• PowerPoint (5 years)

• relationship building (7 years)

• Siebel (3 years)

• Sales Support

• Analysis Skills

• Business Development

• Salesforce

• CRM Software

• Event Planning

• Project Management

• Account Management

Certifications and Licenses

Series 7 License

Series 63

Series 66

Series 6

Assessments

Basic computer skills — Familiar

October 2021

Performing basic computer operations, navigating a Windows OS, and troubleshooting common computer problems.

Full results: Familiar

Verbal communication — Highly Proficient

October 2021

Speaking clearly, correctly, and concisely

Full results: Highly Proficient

Customer service — Proficient

January 2022

Identifying and resolving common customer issues

Full results: Proficient

Customer focus & orientation — Proficient

October 2021

Responding to customer situations with sensitivity Full results: Proficient

Cognitive ability — Expert

October 2019

Combining pieces of information to form general rules or conclusions. Full results: Expert

Logic & critical thinking — Highly Proficient

October 2021

Using logic to solve problems.

Full results: Highly Proficient

Administrator — Highly Proficient

October 2021

Personality and problem-solving skills

Full results: Highly Proficient

Management & leadership skills: Planning & execution — Proficient October 2021

Planning and managing resources to accomplish organizational goals Full results: Proficient

Protecting patient privacy — Proficient

October 2021

Understanding privacy rules and regulations associated with patient records Full results: Proficient

Working with MS Word documents — Highly Proficient October 2021

Knowledge of various Microsoft Word features, functions, and techniques Full results: Highly Proficient

Administrative assistant/receptionist — Highly Proficient February 2022

Using basic scheduling and organizational skills in an office setting Full results: Highly Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

KEY SKILLS

• Proven ability to assess needs of clients and • Computer/technical literacy and proficiency in recommend appropriate solutions/interventions. Microsoft Word, PowerPoint, Excel.

• Seven years of experience working in a financial • Extensive experience in monetary transactions services role management.

• Exceptional interpersonal and relationship building • Goal and results-oriented with proven ability to skills. work collaboratively on a team and with key

• Proficient with Salesforce, Concur, and Siebel partners.

Contact this candidate