Hammond Knox
Newark,DE
Summary
Accomplished Senior Client Service Associate with 8 year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Client Service Associate (Private Bank)
JP Morgan Chase
Newark, DE
04.2021 - Current
- Led client onboarding processes, ensuring seamless integration and compliance with regulatory requirements.
- Developed and maintained strong relationships with clients, addressing inquiries and resolving issues promptly.
- Collaborated with cross-functional teams to enhance service delivery and streamline operational workflows.
- Mentored junior associates, providing guidance on best practices for client engagement and service excellence.
- Administered financial asset management to enhance client investment strategies.
- Managed complex portfolios for roughly 100 high net-worth clients, ensuring alignment with financial goals while adhering to internal policies and procedures.
- Managed complex projects from inception to completion, ensuring all deliverables were met within specified timelines.
Account Manager (Collections)
Sallie Mae
Newark, DE
09.2018 - Current
- Effectively communicate financial loan status & potential resolutions to consumers
- Actively respond to emails in a timely and efficient manner
- Effectively organize/interpret data in a fast-paced environment
- Work efficiently & independently with personal inventory to meet monthly goals
- Develop strong knowledge regarding Sallie Mae loan products & processes
- Utilize Word and Excel to develop reports for management utilizing pivot tables and other functions
- (30-day, 60-day, 90-day, 120-day)
Shift Leader
Axxiom Escape Rooms
Newark, DE
08.2017 - 09.2018
- Document daily deposits and revenues
- Generate reports for management utilizing Word and Excel
- Manage and oversee employees
Education
Master of Business Administration - Business Analytics
Wilmington University
Wilmington, DE10.2021
Bachelor of Science - Finance
University of Delaware
Newark, DE12.2018
Skills
- Proficient in Financial Database programs – Flexstation, FDR, Accruint, ECS, ESI
- Microsoft Office – Excel, Access, PowerPoint, Word
- Experience with Java Script
- Proficient in Relational Database programs – Snowflake, SQL, SAS
- Data analysis capabilities
- Team leadership qualities
- Effective problem solving
- Time management mastery
Accomplishments
- Recognized for superior service with CSA award
- Recognized for consistently performing in the 85th percentile in terms of efficiency amongst all CSA's
Certification
- Series 7 & 63 certified
Timeline
Senior Client Service Associate (Private Bank)
JP Morgan Chase
04.2021 - Current
Account Manager (Collections)
Sallie Mae
09.2018 - Current
Shift Leader
Axxiom Escape Rooms
08.2017 - 09.2018
Bachelor of Science - Finance
University of Delaware
Master of Business Administration - Business Analytics
Wilmington University