# Kasie Frank

Kasie Frank is a remote worker on Himalayas, Registered Client Service Associate at UBS Financial Services, based in United States.

Source: https://himalayas.app/@kasiefrank

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

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 47k+ USD |
| Job categories | Client Intake Coordinator, Administrative Coordinator |
| Skills | Client intake, Client Services, Financial Services, Portfolio Management, Stock Trading, Options Trading, Administrative Support, Operations Support, Document Management, Series 7, Series 63, Google Workspace, Quickbooks |

## What I'm looking for

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

## About

```text
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

### Registered Client Service Associate

[UBS Financial Services](https://himalayas.app/companies/ubs). Jan 1996 - Dec 2006

```text
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.
```

Skills: Series-7, Series-63, Customer-Relationship-Management, Administrative-Support, Stock-Trading, Option-Trading, Training

### Registered Client Service Associate

Beckman Securities. Jan 1994 - Oct 1996

```text
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.
```

Skills: Series-7, Series-63, Customer-Relationship-Management, Administrative-Support, Operations-Support, Stock-Trading, Option-Trading

## Education

### Clark College

General, General. 1994 - 1996

```text
Attended Clark College in Vancouver, WA from 1994 to 1996, focusing on general studies.
```

## Tech stack

- Google Workspace
- QuickBooks

To contact Kasie, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

## People also viewed

- [Oumie Jobe](https://himalayas.app/@oumiejobe): Securities Operations Associate Senior, FIS/Genpact
- [Madison Frye](https://himalayas.app/@madisonfrye): Registered Brokerage Associate, Truist
- [Lionel Kiki](https://himalayas.app/@lionelkiki): Registered Client Associate, D.A. Davidson Co.
- [Ashley Ross](https://himalayas.app/@ashleyross): Data Entry Processor, Nationwide Financial Services
- [Ashley McNeely](https://himalayas.app/@ashleymcneely): Client Service Specialist, Kuttin Wealth Management Ameriprise Financial
- [Alexis Holland](https://himalayas.app/@alexisholland1): Financial Services Representative, Morgan Stanley
- [Homero Soto](https://himalayas.app/@homerosoto): Customer Service Representative, E\*TRADE from Morgan Stanley
- [Jevoir Pierre](https://himalayas.app/@jevoirpierre): Client Services Specialist, Fidelity Investments
- [Brittany Ali](https://himalayas.app/@brittanyali): Client Account Services Principal, TD Ameritrade
- [Blake Brummett](https://himalayas.app/@blakebrummett): Marketing & Operations Lead, Brummett Reality Group