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@matthewdoe
Dedicated Client Service Associate with expertise in financial services.
I am a dedicated Client Service Associate with four years of experience in the financial and banking sectors. My journey began with a B.S. in Business Administration, concentrating on Finance, which laid the foundation for my career. Currently, I work at Ameriprise Financial, where I provide operational and sales support for a team managing nearly $5.0 billion in assets under management. My role involves not only assisting financial advisors but also developing strategies for high net worth clients, ensuring their specific objectives are met.
Throughout my career, I have been recognized for my strong interpersonal skills and my ability to engage clients effectively. I was hand-picked for critical tasks during a significant business transition, which helped prevent client churn and maintain strong relationships. My expertise also extends to investment analysis, where I have served as a subject matter expert during challenging times, such as the 2023 US banking crisis. I am passionate about leveraging my skills to enhance client experiences and drive successful outcomes.
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Work history, roles, and key accomplishments
Ameriprise Financial
Oct 2022 - Present (3 years 1 month)
Provided operational and sales support for Capital Reserve Group, assisting three financial advisors with retail, high net worth, and entity accounts, helping to manage nearly $5.0 billion in AUM. Served as the point of contact for a large property management company in California, developing strategies for their $100 million relationship. Hand-picked for critical ad hoc conversion tasks during a
Comerica Bank
Aug 2021 - Present (4 years 3 months)
Contributed to the success of multiple Retail Banking Centers by exceeding credit card sales, earning the 'CoStar' award four times. Specialized in identifying unique customer circumstances and matching them with suitable offerings.
E&M Tax Service
Oct 2019 - Present (6 years 1 month)
Performed administrative duties such as planning and coordinating client communications and meetings.
Degrees, certifications, and relevant coursework
Bachelor of Science, Business Administration, Finance Concentration
Studied Business Administration with a concentration in Finance. Gained expertise in financial analysis and reporting.
Software and tools used professionally
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