Bryana Pickford: Client Associate in Fullerton, CA

? Serving as an interdepartmental liaison to coordinate communication among financial advisors, branch management, compliance, and all other departments involved in the line of business. ? Maintaining customer relationships to ensure satisfaction with extensive communication, managing account opening process, and placing securities orders with the trading desk. ? Reviewing account and business activity daily to ensure accuracy, proper settlement, and reconciliation of client credits, debits, and fees. ? Managing and assisting in departmental and local office special projects. ? Coordinating administrative tasks, including travel arrangements and managing advisors calendars. ? Generating and interpreting operational and financial spreadsheets, graphs and charts.