Susan Palmatier
Minneapolis
Summary
Efficient Senior Registered Client Service Associate known for productivity and ability to complete tasks swiftly. Possess specialized skills in client communication, financial reporting, and regulatory compliance. Excel in teamwork, problem-solving, and adaptability which enhance performance in fast-paced environments.
Overview
1
1
Certification
4
4
years of post-secondary education
39
39
years of professional experience
Work History
Senior Registered Client Service Associate
Wells Fargo Advisors
Minneapolis
05.2005 - 07.2026
- Managed client relationships to ensure satisfaction and retention.
- Provided timely responses to client inquiries regarding investment products.
- Facilitated onboarding processes for new clients and accounts seamlessly.
- Assisted financial advisors with account administration and compliance tasks.
- Coordinated communication between clients and internal teams effectively.
Client associate
Sumner Harrington
Minneapolis
09.2001 - 07.2004
- Managed client communication and maintained relationships with key accounts.
- Assisted clients with inquiries and provided timely support for their needs.
- Coordinated schedules for client meetings and ensured proper documentation.
Senior Registered Client Service Associate
Ameriprise Financial
Minneapolis
12.1997 - 01.2001
- Managed client relationships to ensure satisfaction and retention.
- Provided timely responses to client inquiries regarding investment products.
- Facilitated onboarding processes for new clients and accounts seamlessly.
- Assisted financial advisors with account administration and compliance tasks.
- Coordinated communication between clients and internal teams effectively.
Senior Registered Client Service Associate
Prudential bache securities
Minneapolis
01.1991 - 01.1993
- Managed client relationships to ensure satisfaction and retention.
- Coordinated communication between clients and internal teams effectively.
- Provided timely responses to client inquiries regarding investment products.
- Facilitated onboarding processes for new clients and accounts seamlessly.
- Assisted financial advisors with account administration and compliance tasks.
- Educated clients on service offerings and investment options available.
- Maintained accurate client records within the firm's database system.
- Supported training initiatives for junior associates in client service procedures.
Senior Registered Client Service Associate
ids ameriprise
Minneapolis
12.1987 - 01.1990
- Managed client relationships to ensure satisfaction and retention.
- Assisted financial advisors with account administration and compliance tasks.
- Managed client inquiries and provided timely information on investment options.
- Assisted financial advisors with client account management and documentation.
- Coordinated client meetings and ensured preparedness with relevant materials.
Education
Bachelor of Arts - American History
University of Minnesota
Minneapolis, MN 09.1981 - 05.1985
Skills
- Client relationship management
- Account administration
- Customer service
- Training junior staff
- Attention to detail
- Problem solving
- Time management
- Effective communication
Certification
- Series 7, 63,66. Minnesota health life annuity licensed.
Timeline
Senior Registered Client Service Associate
Wells Fargo Advisors
05.2005 - 07.2026
Client associate
Sumner Harrington
09.2001 - 07.2004
Senior Registered Client Service Associate
Ameriprise Financial
12.1997 - 01.2001
Senior Registered Client Service Associate
Prudential bache securities
01.1991 - 01.1993
Senior Registered Client Service Associate
ids ameriprise
12.1987 - 01.1990
Bachelor of Arts - American History
University of Minnesota
09.1981 - 05.1985