Customer Experience Associate
Resume:
Gloria S Medvedec
**** **** **** **. *** *****, Batavia, OH 45103
513-***-**** *********@*****.***
PROFESSIONAL SUMMARY
Client-focused financial services professional with 20+ years of experience in wealth management, relationship development, and investment operations. Proven track record of improving client satisfaction, driving efficiency, and strengthening advisor support. Successfully implemented process improvements—including an online scheduling solution that streamlined operations and saved time at Ameriprise. Skilled in onboarding, financial planning, trade execution, and regulatory compliance. Holds Series 7, 66, and 6 licenses.
KEY ACCOMPLISHMENTS
Increased Operational Efficiency: Implemented an online scheduling system for the lead advisor at Ameriprise Financial, reducing administrative workload and improving appointment coordination.
Consistently Exceeded Performance Metrics: Delivered top-tier service at Fidelity and Huntington, regularly surpassing goals for client satisfaction and account growth.
Strengthened Client Relationships: Built and managed a portfolio of high-net-worth clients through tailored financial strategies and proactive engagement.
Cross-Functional Collaboration: Partnered with advisors, compliance, and operations teams to resolve complex service issues and improve client outcomes.
EXPERIENCE
Ameriprise Financial – Registered Client Service Associate
September 2024 – June 2025
Act as the primary point of contact for clients, onboarding the new clients, handling inquiries, scheduling, account maintenance, and facilitating asset transfers.
Prepare advisor expense reports, ensure compliance documentation is complete, and maintain accurate client records using proprietary platforms
Implemented an online scheduling system for the advisor, significantly improving operational efficiency and reducing administrative time.
Coordinate with custodians, insurance carriers, and internal teams to open investment accounts, manage insurance applications, and execute transfers.
Support client engagement by preparing review materials and participating in evening seminars and webinars.
Horan Wealth Management – Relationship Manager
February 2024 – March 2024
Managed client onboarding and facilitated account transitions, ensuring alignment with fiduciary investment services.
Processed paperwork for new business, transfers, and money movements; monitored progress and resolved issues with custodians.
Collaborated with advisors and compliance to address client service needs efficiently.
Reviewed client accounts regularly, proactively addressing concerns and identifying opportunities to engage specialists.
Fidelity Investments – Electronic Channel Representative, Equity Trader
January 2018 – February 2024, Covington, KY
Delivered high-level remote service through digital channels, resolving client inquiries and executing equity trades with 98% accuracy.
Provided guidance on platform navigation, account management, trading activity, and stock plan transactions.
Ensured compliance with trading and margin policies by coordinating with risk and compliance teams.
Participated in initiatives to improve platform tools, processes, and client engagement.
Stock Plan accounts support, distributions, transfer of assets and general account administrative duties.
Fidelity Investments – Portfolio Advisory Service Specialist, Equity Trader
March 2016 – January 2018, Covington, KY
Executed trades and maintained portfolio allocation integrity across managed account platforms.
Supported fee administration, account restrictions, and operational service needs for advisory clients.
Served as a key liaison between advisory and operations teams to resolve escalations and improve workflows.
U.S. Bancorp Investments – Financial Advisor, Private Client Group
June 2014 – March 2016, Milford, OH
Built and managed relationships with high-net-worth clients, creating and implementing comprehensive financial plans.
Provided investment advice and portfolio oversight, integrating retirement, estate, and risk planning strategies.
Collaborated with trust officers, bankers, and insurance professionals to deliver holistic financial solutions.
Grew client base through referrals, internal networking, and strategic outreach.
Huntington Investment Company – Financial Advisor / Team Leader
April 2012 – June 2014, Cincinnati, OH
Delivered personalized financial plans through deep client discovery, modeling, and collaborative strategy development.
Partnered with internal advisors and wealth strategists to handle complex planning needs and deliver consistent client experience.
Led internal planning sessions and mentored junior advisors, contributing to team development and client satisfaction.
Huntington Bank -Senior Personal Banker/ Financial representative
July 2008- April 2012
Delivered comprehensive financial solutions by identifying customer needs and recommending appropriate banking products including checking, savings, car loans, home equity loans, mortgages, and investment services.
Built and maintained strong customer relationships through consultative sales and personalized financial guidance, helping clients achieve short- and long-term financial goals.
Consistently met or exceeded sales targets and performance metrics in a fast-paced retail banking environment.
Assisted clients with complex financial transactions and account servicing, ensuring accuracy, compliance, and superior customer satisfaction.
Trained and mentored junior bankers and new team members, supporting skill development and product knowledge.
Collaborated with branch leadership to drive local marketing efforts and grow deposit and loan portfolios.
Maintained strong working knowledge of financial regulations, internal controls, and bank compliance policies.
EDUCATION
University of Sarajevo – Sarajevo, Bosnia and Herzegovina
Bachelor of Arts and Sciences, Major: French Language and Literature
York University – Toronto, Canada
LICENSES & CERTIFICATIONS
Series 7, 66, 6 Licenses
Professional Teaching License – North York University, Toronto
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