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Client Relationship Manager Resume

Jacksonville, FL


  • Relationship Management, Conflict Resolution, Ability to work under pressure, Team Communication, Multi - tasking in a high pressure environment, Takes initiative with minimal supervision
  • Well versed in Fixed Income Strategies, Asset Allocation, Asset Protection and Options Strategies


Confidential, Jacksonville, FL

Client Relationship Manager


  • Manage a book of business of roughly 275 households each with a net worth of $1 million - $10 million totaling just over a half billion in assets
  • Deepen client relationships by proactively identifying and anticipating additional needs and opportunities to effectively enhance the clients’ experience
  • Take a client-focused approach by listening to their concerns and earning their trust by working on their problems to full resolution resulting in a high retention rate and consolidating outside assets
  • Handle the transition of clients from the Confidential branch office to Merrill Edge
  • Handle "At-Risk" clients who are in jeopardy of leaving Merrill Edge by understanding their issue and resolving it
  • Place and review high volume trades including equities, options, and fixed income in a high call volume, fast paced, high pressure environment

Confidential, Jacksonville, FL

Financial Advisor


  • Started with zero customers, built a clientele base during the recession
  • Well versed in Fixed Income Strategies, Asset Allocation, Asset Protection, and Option Strategies

Real Estate Industry, Jacksonville, FL

Sales Associate


  • Led sales team in development and implementation of comprehensive marketing strategy that grossed the highest volume of sales nationally
  • Developed multi-faceted financial strategies for multi-family and hospitality properties valued from $500,000 to above $40 million
  • Performed cash flow analysis to assess the income potential of properties
  • Proactively identified, created, and developed investment and business opportunities

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