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, ILHigh School Diploma -
Lawrence Academy
Groton, MASkills
- 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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