Madison Frye
@madisonfrye
Detail-oriented financial services professional with 10 years of experience.
What I'm looking for
I am a detail-oriented and FINRA-licensed financial services professional with a decade of client-facing and operational experience. My journey has been marked by a strong foundation in brokerage operations, relationship banking, and client onboarding, particularly in my role supporting a Private Client Group for the past four years. I am passionate about leveraging my expertise in client service and compliance to assist advisors and clients effectively.
Currently, I serve as a Registered Brokerage Associate at Truist, where I am the primary support associate for a three-advisor Private Client Team. My responsibilities include facilitating client onboarding, processing transactions, and ensuring compliance through diligent reporting. I pride myself on my ability to collaborate closely with Wealth and Commercial Banking partners to enhance client relationships and streamline communication. My previous roles as a Relationship Banker and Teller have further honed my skills in client interaction and operational support, allowing me to deliver tailored financial solutions that meet diverse client needs.
Experience
Work history, roles, and key accomplishments
Registered Brokerage Associate
Truist
Aug 2021 - Present (3 years 11 months)
Served as the primary support associate on a 3-advisor Private Client Team while also simultaneously acting as the sole support for one independent advisor. Facilitated all client onboarding and service requests including opening new accounts, creating proposals in Envestnet, processing ACAT transfers, entering trades executing any money movement transactions.
Relationship Banker
Truist
Jan 2018 - Present (7 years 6 months)
Onboarded new clients, analyzed financial needs, and provided tailored banking and lending solutions. Ensured adherence to regulatory and compliance standards across all client interactions and transactions.
Teller
SunTrust
Dec 2014 - Present (10 years 7 months)
Processed transactions and maintained responsibility for balancing cash drawer, vault operations and adhering to strict security protocols. Provided frontline client support by addressing service needs, resolving issues, and ensuring a smooth and positive client experience.
Education
Degrees, certifications, and relevant coursework
Madison hasn't added their education
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Tech stack
Software and tools used professionally
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