summary jessica claire montgomery street san francisco ca 94105555 4321000 resumesampleexamplecom financial services professional 19 years experience client services 15 years experience financial planning support roles seeking wealth management personal trust administrator position excellent communication skills goaloriented highlights reliable flexible fast learner attention detail client focus team player accomplishments finra series 6 7 63 66 licenses health life insurance licenses 50 states completed modules certified financial planner cfp program 2015 experience client relationship consultant us bank el cajon ca 112016 current partner wealth management advisory teams provide service sales support high net worth clients act point contact service needs unassigned wealth management clients educate wealth management clients tiaa financial products institutional policies related services deliver prompt accurate excellent customer service ulora high net worth investment associate thrive life provo ut 012011 112016 partner senior financial advisor serve book business 1 billion assets management manage book business serves ultra high net worth families personal assets excess 5 million implement financial plan recommendations managed portfolios execute transactions self managed accounts per client requests owner asset consolidation process assist clients paperwork monitor receipt assets followup financial institutions needed work financial advisor crosssell vanguard products services clients book business primary point contact book business problem resolution client service needs plonning support specialist arrowstreet capital boston 012004 012011 assist financial counselors completing technical tasks supporting plan production delivery implementation ensure highquality plan materials focusing attention detail providing accurate thorough information demonstrating sound professional judgment decision making recirement resource center communication associate vanguard city state 012001 012004 provide premier retirement services internal external clients via telephone email written correspondence serving subject matter expert retirement planning topics ira contributions distributions excess contributions recharacterizations roth conversions required minimum distributions serve point contact clients asset consolidation process including ira transfers 401k rollovers cloent relationship associate vanguard city state 011999 012001 respond incoming calls related client service needs vanguards products services serve point contact problem resolution working internal processing groups following clients needed education bachelor science business administration university north carolina charlotte charlotte nc major marketing 1998