Jessica Schumacher
Waxhaw
Summary
Results-driven Senior Client Service Associate known for high productivity and efficient task completion. Possess specialized skills in client relationship management, problem-solving, and regulatory compliance which ensure excellence in service delivery. Excel in communication, teamwork, and adaptability, enabling successful engagement with clients and colleagues to achieve mutual goals.
Overview
24
24
years of professional experience
Work History
Senior Client Service Associate
UBS Financial Services
Charlotte
01.2020 - 08.2025
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Collaborated closely with other departments to coordinate cross-functional activities related to client accounts.
- Maintained up-to-date client records, including contact information and account history.
- Resolved escalated issues by providing timely solutions to complex problems.
- Assisted with onboarding new clients, verifying accuracy of paperwork and data entry into the system.
- Provided high level customer service to clients, responding promptly and efficiently to inquiries.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Processed payments from customers in accordance with established guidelines and regulations.
Senior Client Service Associate
Merrill Lynch
Charlotte
03.2001 - 12.2019
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Collaborated closely with other departments to coordinate cross-functional activities related to client accounts.
- Resolved escalated issues by providing timely solutions to complex problems.
- Assisted with onboarding new clients, verifying accuracy of paperwork and data entry into the system.
- Provided high level customer service to clients, responding promptly and efficiently to inquiries.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Participated in weekly meetings with team members to discuss upcoming projects or tasks.
- Answered customer questions to maintain high satisfaction levels.
- Recognized by management for providing exceptional customer service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Education
Bachelor of Science - Finance
University of South Carolina
Columbia, SC12-1999
Skills
- Client relationship management
- Data entry accuracy
- Payment processing
- Issue resolution
- Documentation review
- Order processing
- Time management abilities
- Organizational skills
- Adaptability and flexibility
- Client onboarding expertise
Timeline
Senior Client Service Associate
UBS Financial Services
01.2020 - 08.2025
Senior Client Service Associate
Merrill Lynch
03.2001 - 12.2019
Bachelor of Science - Finance
University of South Carolina