Open to opportunities

Taylor G

@taylorg1

Message

I support private clients with investment servicing, account operations, and complex issue resolution.

United States

Message

What I'm looking for

I'm looking to continue supporting private clients and advisors in wealth management, investment servicing, or client operations roles where I can use my licenses, problem-solving skills, and experience resolving complex client needs.

I'm currently supporting private clients at J.P. Morgan as a Private Client Investment Associate, handling inbound advisor support, wealth plan input, account opening, trade and money movement submissions, and complex issue escalation.

At Citi PWM, I serve as a subject matter expert in beneficiary document processing and support self-directed clients with profile updates, Know Your Customer data collection, asset movements, title changes, and client complaint resolution.

My customer service background also includes elite, VIP, and private-client support at Citicards, insurance sales and service at USAA, and dispute processing and frontline technical support at Citibank.

I'm licensed with Series 7 and Series 66 and am currently pursuing an MBA at Texas A&M Corpus Christi. I bring detail orientation, communication, problem solving, leadership, and a client-focused approach to financial services operations.

Experience

Work history, roles, and key accomplishments

Current

Private Client Investment Associate

Current

JP Morgan

Jun 2025 - Present (1 year 3 months)

Provides inbound advisor call support, wealth plan input and organization, outbound call campaigns, existing client outreach, forms processing, and escalation resolution. Handles account opening, trade and money movement submissions.

Wealth Management Client Servicing Outbound Calling Escalation Handling Account Opening Money Movement