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NJ

Nancy Jin

Mid-level Wealth Management Associate with client service and investor communications expertise

New York, NYWealth Management Associate4 years experienceMid-LevelFinancial ServicesWealth ManagementStaffing & Recruiting
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Experience

Wealth Management AssociateOppenheimer & Co. Inc.
Wealth Management AssociateCerity Partners LLC.
Head of RecruitmentThat's Nice LLC.
Senior RecruiterTechData
International Ballet DancerL.M. Dance Troupe

Education

Syracuse Universitybachelor, Psychology (2021)

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candidate@example.com(555) 123-4567LinkedIn Profile
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Languages

EnglishMandarinSpanish

Skills

Wealth ManagementClient Relationship ManagementInvestor CommunicationsClient CommunicationsInbound Client EngagementOutbound Client EngagementClient ServiceWhite-Glove ServiceAsset TransfersWire TransfersAccount RolloversAccount OpeningRegulatory ComplianceAccuracyNewsletter Writing