Ezekiel Bonnette
Zeke
- Role
- Brokerage Client Associate at Wells Fargo Advisors
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
Experience
Brokerage Client Associate
Oct 2022 — Present · Boston, MA, US
Collaborate with 3 financial advisors, providing operational support to effectively manage their book of business. Conduct daily check-ins to align expectations, ensuring efficient collaboration and client satisfaction. Execute a spectrum of financial transactions including ACH, Journals, Wires, Check Disbursements, ACAT’s, and DRS deposits, tailored to meet the unique needs of clients associated with the financial advisors’ portfolio. Open accounts and customize advisory programs to cater to client’s specific long and short term financial goals, enhancing the value of financial advisory services. Showcase meticulous attention to details when analyzing paperwork, such as trust documents and money movement instructions, ensuring the accuracy of client requests. Establish and maintain trust with clients by providing consistent updates on the status of their requests, maintaining open lines of communication through daily, weekly or monthly interactions.
Education
University at Albany, SUNY
Bachelor’s Degree, Business Administration
2015 — 2018
University at Albany, SUNY
Master of Business Administration - MBA
2018 — 2020
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