Open to opportunities

Melissa King

@melissaking

Message

Detail-oriented wealth management professional with client relations expertise.

United States

Message

What I'm looking for

I seek a role that fosters growth, values client relationships, and emphasizes teamwork.

I am a detail-oriented and client-focused financial services professional with two years of experience in wealth management. My career has been dedicated to supporting high-net-worth clients, advisors, and internal teams, ensuring that every interaction is handled with discretion and a high standard of service. I excel in account administration, financial operations, and relationship management, which allows me to thrive in fast-paced, compliance-driven environments.

Currently, I serve as a Client Service Specialist at Cambria Wealth Management, where I oversee daily operations and manage end-to-end client onboarding processes. My role involves collaborating closely with financial advisors and internal teams to enhance client satisfaction and streamline operational processes. Previously, I worked as a Leasing Coordinator at Benderson Development, where I honed my skills in financial data management and lease lifecycle coordination, further strengthening my ability to deliver exceptional service in complex environments.

Experience

Work history, roles, and key accomplishments

Current

Client Service Specialist

Current

Cambria Wealth Management

Jan 2023 - Present (2 years 7 months)

Oversaw daily operations to ensure efficient execution of client services, internal workflows, and adherence to regulatory standards. Managed end-to-end client onboarding, including new accounts, transfers, dashboard setup, and banking integrations, while maintaining accurate CRM records.

Schwab Advisor Center Wealthscape Black Diamond Salesforce Redtail EMoney Microsoft Office Suite

Leasing Coordinator

Benderson Development

Jan 2018 - Present (7 years 7 months)

Prepared financial data, site plans, elevations, and proformas for executive board meetings; presented and supported LOIs in coordination with weekly leadership reviews. Managed full lease lifecycle, including application processing, lease abstraction, renewal tracking, and coordination of assignments to optimize landlord positioning.

Lease Management Financial Analysis CRM Negotiation Real Estate

Operations Manager

Advantage Solutions

Jan 2011 - Present (14 years 7 months)

Provided leadership to a team to plan and execute retail marketing functions throughout the Tampa region. Built strong retail business relationships with Costco Senior management in the rollout of new product lines within the assigned market.

Team Leadership Business Development Relationship Management Rollout

Branch Analyst

Colonial Bank

Jan 2007 - Present (18 years 7 months)

Managed a team to analyze and audit business accounts in multiple branches relating to loans and longevity of companies. Developed and standardized approaches and processes to drive efficiencies.

Financial Analysis Auditing Team Management Process Improvement Loan Management