Client Service Associate

Destiny Cooper-Fernander

786-***-**** ***************@*****.*** linkedin.com/in/destiny-cooper-a8622219a/ OBJECTIVE

Experienced client service professional with a strong background in supporting private wealth and ultra-high-net-worth individuals within a brokerage and asset management environment. Seeking to contribute relationship management expertise, operational efficiency, and investment knowledge to a high-performing, client-centric team. RELEVANT SKILLS

PROFESSIONAL EXPERIENCE

FDR Group, Inc, Hollywood, FL (Investment Department) Client Service Associate, June 2023–Present

• Serve as the primary point of contact for high-net-worth and ultra-high-net-worth clients, providing white-glove service and addressing inquiries related to portfolios, account activity, and market updates.

• Support financial advisors and portfolio managers with account maintenance, new account onboarding, and asset transfers, ensuring compliance with regulatory and firm policies.

• Execute and monitor client service requests, including money movements, wire transfers, check disbursements, and RMD distributions with precision and confidentiality.

• Facilitate trade execution and settlement coordination in partnership with the trading desk and operations team, ensuring timely and accurate reporting.

• Conduct regular reviews of client accounts to ensure alignment with investment objectives, risk profiles, and regulatory documentation (e.g., KYC, AML).

• Maintain CRM records and document all client interactions to ensure consistent follow-up and relationship continuity.

• Participate in onboarding new UHNW relationships, including coordinating with custodians, legal counsel, and external advisors.

Colina Financial Advisors (CFAL), Nassau, NP (Investment Department) Junior Securities Administrator, June 2020–December 2022

• Executed all client trading orders across the firm. Completed securities and market research reconciliation for clients across the firm. Posted daily trading activities to all client’s accounts (domestic and international).

• Managed various clients (companies) trading positions. Maintained the accuracy of the company’s daily trading position. Maintained record of investment transactions affecting client holdings.

• Daily ensured that the trading platform was fully updated to always reflect the accurate market-to market PnL and relevant exposures.

• Allocated / Traded all investment vehicles to relevant accounts accurately and efficiently. Commonwealth Bank Limited, Nassau, NP

Foreign Exchange CSA, October 2018–January 2020

• Received cheques and cash for deposits to accounts, verified amounts, examined cheques for proper endorsement with precision, and entered deposits into database. Prepared and executed foreign exchange wire acquisitions and requests across the bank.

EDUCATION

University Of The Bahamas, Nassau, NP

BBA, Banking and Finance minor in Spanish, May 2021

(GPA: 3.0/4.0)

FINRA SIE

Series 7 (pending August 2025)

Portfolio Administration UHNW Client Interaction Microsoft Suite Trade Execution Support Risk Management Relationship Management Investment Reporting Market Awareness

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