Looking for a job

Kasie Frank

@kasiefrank

Client intake and admin coordinator with financial services experience supporting brokerage clients and executing trades.

United States

Message

What I'm looking for

I'm ready to contribute to client intake and administrative coordination.

At Beckman Securities, a division of Emmett Larkin Co., I managed financial portfolios for brokerage clients and executed stock and option trades. I also supported client accounts with administrative and operational work.

At UBS Financial Services, I provided administrative support to clients and executed stock and option trades. After learning a branch-wide technology rollout at the firm's New York headquarters, I trained staff and brokers to use it.

Experience

Work history, roles, and key accomplishments

Registered Client Service Associate

UBS Financial Services

Jan 1996 - Dec 2006 (10 years 11 months)

Provided extensive administrative support to clients while working alongside high-performing brokers managing substantial financial portfolios. Executed stock and option trades and participated in client meetings and visits.

Series 7 Series 63 Customer Relationship Management Administrative Support Stock Trading Option Trading Training

Registered Client Service Associate

Beckman Securities

Jan 1994 - Oct 1996 (2 years 9 months)

Managed financial portfolios for brokerage clients, executed stock and option trades, and provided comprehensive administrative and operational support. Cultivated client relationships and participated in in-person client meetings and continuing education trips.

Series 7 Series 63 Customer Relationship Management Administrative Support Operations Support Stock Trading Option Trading