Porchè Bradley

Candidate Information

Email: [email protected]

Phone: 773-490-7965

Salary Expectation: 80000

Skills: Porché’s Key Skills Related to the Client Service Associate Role Client Operations & Communication: Extensive experience in onboarding new clients, facilitating account openings, and maintaining ongoing client relationships. Skilled in coordinating portfolio reviews and providing clear, professional communication to clients and advisors. Financial Services & Product Knowledge: Deep understanding of investment products, risk management, and financial planning strategies. Proven ability to process investment transactions, required minimum distributions (RMDs), and execute tax-efficient strategies. Technical Proficiency: Advanced user of Envestnet and Aspen platforms for portfolio management and account implementation. Proficient with Salesforce CRM for client record management and workflow optimization. Experienced with Microsoft Office Suite (Excel, Word, PowerPoint, Access). Process Optimization & Quality Assurance: Adept at streamlining workflows to enhance service delivery and operational efficiency. Focused on maintaining high standards of accuracy and quality in all client service processes. Team Training & Leadership: Led training initiatives for new Portfolio Consultants, demonstrating leadership and a collaborative approach. Experienced in supporting and guiding teams to achieve operational excellence. Work Ethic & Attitude: Recognized for a strong work ethic, positive attitude, and ability to meet deadlines in fast-paced environments.

Current Location: Marietta, Georgia

Willing to Relocate?: YES

Relevant Experience: Her latest firm is currently transitioning to Orion and Eclipse She has some exposure to it. She has five plus years of experience with Schwab and CRM (Salesforce). Technical Skills: Envestnet, Aspen, Salesforce CRM, Microsoft Office Suite (Excel, Word, PowerPoint, Access) Core Competencies: Client Communication, Risk Management, Investment Product Knowledge, Quality Assurance, Process Optimization, Team Training

Work Authorization: US

Highlights: Most Relevant Experiences of Candidate Porché Bradley

Portfolio Consultant – Mercer Advisors (2023–Present)

Manages account implementations and goal modifications using Aspen and Envestnet platforms.

Executes tax harvesting strategies to optimize client portfolios.

Leads training initiatives for new Portfolio Consultants, demonstrating leadership and teamwork.

Assists in product recommendations to enhance investment strategies.

Client Service Specialist – Mercer Advisors (2021–2023)

Facilitated account openings and investments via Envestnet and custodian platforms.

Managed required minimum distributions (RMDs), cashiering functions, and coordinated portfolio reviews between advisors and clients.

Created proposals, processed account updates, and maintained records in Salesforce CRM.

Onboarded new clients, ensuring a smooth and professional client experience.

Investment Advisory Support Specialist – Advisor Group (2018–2021)

Supported Financial Advisors in crafting investment proposals and navigating the Envestnet platform.

Processed essential documentation and reports for fee-based accounts, ensuring compliance and accuracy.

Personal Banker – Wells Fargo Bank (2014–2018)

Delivered tailored financial solutions to clients, advised on risk reduction and investment options.

Assisted clients with credit and loan approvals, and provided cross-referrals to internal specialists.

Technical Skills

Proficient with Envestnet, Aspen, Salesforce CRM, and Microsoft Office Suite.

Experienced in process optimization, quality assurance, and risk management.

Resume: View Resume

Cover Letter: View Cover Letter