Client Service Associate
Resume:
Jasen Hilson
Howell, MI ***** *****.******@*****.***
Continue investment advisory career to develop and strengthen personal relationships as a trusted advisor.
· FINRA Licensed Series 7, Series 66, Series 65 & State of Michigan Life, Accident and Health Insurance Producer. Work Experience
Executive Wealth Management - Brighton, MI
Feb. 2024 - Sept. 2024
· Worked with clients to grow and expand firm capabilities and penetration.
· Verified compliance with financial accounts per regulatory requirements.
· Updated client financial plans and found opportunities for additional revenue with clients and prospects.
· Recognized for excellent client service by advisor, firm and clients. Ameriprise Financial Services - Troy MI
Client Service Associate
Dec. 2021 - August 2022
· Assisted Financial Advisor in all aspects of financial planning practice.
· Maintained advisor website and implement marketing strategies.
· Completed client financial plans and deliver to client and prospects.
· Recognized for excellent client service by advisor, firm and clients.
· Work as a team for onboarding new advisor and staff. Sr. Client Service Associate UBS
Birmingham, MI
February 2017 to July 2021
· Recognized for excellent client service.
· Led local branch office in alternative investments.
· Assisted in revenue growth, driving AUM and revenue in multiple aspects of client growth products and maximization of revenue per client.
Account Executive
White Glove Workshops - Bloomfield Hills, MI
January 2016 to December 2017
· Recognized for innovative solutions in complex situations.
· Drove new client acquisition & retention in a highly competitive marketplace.
· Streamlined work processes to improve business efficiency.
· Niche start-up marketing firm designed for Financial Advisor educational seminars. Private Client Investment Associate
JP Morgan Chase - Sterling Heights, MI January
2012 to December 2016
· Executed bank initiatives, especially dedicated to continuous growth and superb client experience.
· Compliance based operational focus to ensure safeguards of regulatory authorities.
· Supported Financial Advisors in all areas of practice management.
· Assisted multiple branch locations grow, maintain, transition & retain investment clients by implementing team based solutions and investment management strategies.
Investment Advisor Representative
1
AXA Advisors - Troy, MI
January 2010 to December 2011
· Partnered with related management firm to provide financial services to clients.
· Educated clients for financial security and investment management strategies.
· Communicated investment solutions via seminar selling and personalized family presentations. Registered Representative
Michigan Financial Companies - Southfield, MI
January 2008 to December 2009
· Specialized in retirement, asset protection, legacy continuance and comprehensive financial planning.
· Qualify prospects based on needs analysis including: goals, objectives, risk tolerance & time horizon, to help make recommendations to insure lifestyle in retirement.
·Designed and implement group benefit programs and qualified plans for businesses and business owners.
· Educated clients by means of group and focused seminar presentations. Financial Advisor Ameriprise
Financial - Troy, MI January 2007 to
December 2008
· Attained professional certifications through self-study program. New Car Sales
Mercedes-Benz of Rochester - Rochester, MI January 2006 to December 2007
· Generated new business through referral, walk in and self promotion. Negotiated selling price for high end luxury products.
· Implemented new advertising and marketing initiatives.
· First-class customer service while maintaining a 35% closing rate. Education
B.A in Business Administration Wayne State
University - Detroit, MI January 2001 to Present
Oakland Community College - Oakland County, MI January 2011 to December 2015
Oakland University - Rochester, MI January
2003 to December 2005
Skills
• Customer relationship management
• Account management
• Sales
Certifications and Licenses
Series 66
Series 65
Series 7 License
2
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