Customer Service High School

MB

MARY KAY BROWNLEE

adyby4@r.postjobfree.com 651-***-**** Saint Paul, MN 55118

Currently hold a series 7 and 6 licenses.

Notary public

Thank you for your time and consideration for this position. Mary Kay Brownlee

Developing financial plans

Mutual funds understanding

Managing wealth

Planning for retirement

Stock market expertise

Increasing savings

Multitasking

Troubleshooting

Communication

Problem resolution

Data management

RBC Wealth Management St. Paul, MN

Sr. Registered Client Assoc

02/1998 - 04/2021

Consulted with clients to assess and meet short- and long-term financial goal.

Developed and deepened relationships with new and existing clients to advance progress and improve business.

Assisted clients with planning for and funding retirements using mutual funds and other strategies.

Promoted business to increase customer base and grow revenue. Implemented diverse wealth management options to meet client objectives. Maintained confidentiality of bank records and client information. Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.

Delivered high level of customer service and support by answering questions and returning phone calls quickly.

Handled financial tracking, billing and administrative functions. Wrote accurate orders to manage transfers, verified transactions and maintained thorough records.

Verified ownership, transaction information and dividend distribution instructions to conform with governmental regulations. Humboldt High School St. Paul Mn

High School Diploma

06/1980

Summary

Skills

Experience

Education and Training

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