Summary
Overview
Work History
Education
Skills
Licenses Designations
Timeline
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Violet Zinkerman

Swansea,MA

Summary

Experienced problem-solver dedicated to streamlining operations for promotion of organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success

Overview

12
12
years of professional experience

Work History

Senior Client Services Manager

XY Planning Network
10.2023 - Current
  • Provide instrumental support to onboard new Sapphire initiative, bringing in additional AUM of $175M to date held under XY Investment Solutions, LLC
  • Mentor junior team members in best practices to help effectively manage client relationships
  • Resolve complex issues by working closely with members and being liaison between them and outside vendors such as Charles Schwab and Altruist
  • Continuously introduce process improvements that result in more streamlined workflow within the Support department

Director of Operations

Harvest Wealth Group
05.2022 - 08.2023
  • Defined, implemented and revised operational policies and guidelines
  • Contributed to talent acquisition efforts by participating in recruitment activities, identifying top candidates and facilitating smooth onboarding processes
  • Provided training and support to operations team members and coached them to consistently raise client satisfaction

Registered Client Service Administrator

Harvest Wealth Group
04.2021 - 05.2022
  • Enhanced client satisfaction by promptly addressing inquiries and resolving issues
  • Provided financial administrative support by processing new accounts, cashiering needs and managing client services related activities
  • Collaborated with team members to develop strategies for improving overall client service experience.

Accounting Clerk

Shavitz Heating & Air Conditioning
07.2020 - 04.2021
  • Invoiced customers and followed up on outstanding issues accordingly
  • Reconciled outstanding balances with customers through continuous Accounts Receivables reporting review
  • Collected upon 83.67% in outstanding open Accounts Receivables balances
  • Answered customer inquiries regarding finance related issues and concerns through multiple communication platforms
  • Processed Accounts Payables to ensure timely payment to all vendors to maintain positive business relationships

Department Assistant

DePaul University
01.2020 - 08.2020
  • Assisted attorneys with filing motions and briefs for ongoing criminal appeal and civil litigation cases
  • Ensured all documentation was completed accurately and filed in accordance with the procedures of the Appellate and Supreme Courts of Illinois
  • Updated the DePaul University College of Law website via SharePoint as needed through business requirements

Senior Registered Client Service Associate

Raymond James
04.2018 - 12.2019
  • Collaborated with a team of five Financial Advisors whose Assets Under Management (AUM) totaled approximately $990 million and handled administrative needs directly from the Advisors or through external client request
  • Met regularly with team manager to train on team’s Investment Committee process to begin participating in team investment

Senior Registered Client Service Associate

Merrill Lynch
09.2017 - 04.2018
  • Worked with a team of three Financial Advisors and assisted in day to day operations in maintaining their book which consisted of approximately $600 million Assets Under Management (AUM)
  • Provided weekly performance reporting of managed platforms created by the team as well as firm models to assist the Financial Advisors in evaluating whether a particular strategy was appropriately meeting client objectives

Senior Registered Client Service Associate

Merrill Lynch
09.2013 - 09.2017
  • Worked directly with a team of seven Financial Advisors facilitating day to day client requests across approximately $900 million Assets Under Management (AUM)
  • Onboarded $180 million in net new assets to promote team growth and production
  • Interacted directly with clients to ensure timely processing of distributions of funds, deposits and other daily client transactions
  • Manually processed two large corporate employee stock option plans with over $200 million AUM
  • Accelerated team production 14% over four years of working with team

Education

Bachelor’s - Finance

City Colleges of Chicago
Chicago, IL

High School Diploma -

Lawrence Academy
Groton, MA

Skills

  • Experienced with Charles Schwab and Commonwealth Financial systems
  • Knowledgeable in Wealthbox, Redtail, Salesforce and Monday
  • Detail-orientated
  • Proactive
  • Self-motivated problem solver
  • Team development

Licenses Designations

  • Chartered Retirement Planning Counselor (CRPC) Designation, 12/01/17
  • NASAA Series 66 License: Uniform Combined State Law Examination, 01/01/17
  • FINRA Series 7 License: General Securities Representative Examination, 06/01/16

Timeline

Senior Client Services Manager

XY Planning Network
10.2023 - Current

Director of Operations

Harvest Wealth Group
05.2022 - 08.2023

Registered Client Service Administrator

Harvest Wealth Group
04.2021 - 05.2022

Accounting Clerk

Shavitz Heating & Air Conditioning
07.2020 - 04.2021

Department Assistant

DePaul University
01.2020 - 08.2020

Senior Registered Client Service Associate

Raymond James
04.2018 - 12.2019

Senior Registered Client Service Associate

Merrill Lynch
09.2017 - 04.2018

Senior Registered Client Service Associate

Merrill Lynch
09.2013 - 09.2017

Bachelor’s - Finance

City Colleges of Chicago

High School Diploma -

Lawrence Academy

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Violet Zinkerman