McKenzie Cooke
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About McKenzie Cooke
FINRA Series 7 & 66 registered financial professional with 2+ years of client service…
Experience
Registered Client Service Associate
Jul 2022 — Present · San Francisco, CA, US
Licenses: FINRA Series 7, FINRA Series 66 • Creates and presents custom investment due diligence research and analytics reports for client portfolios. • Fulfills client requests encompassing multi-asset trading, account maintenance, and technology support. • Moderates and updates multiple customer relationship management databases with contact information, investment data, task assignments, meeting materials, and conversation notes. • Attracts and retains clients by identifying opportunities for asset consolidation, providing education on suitable investment options, and demonstrating the value added by our wealth management team. • Serves as primary team contact for intergenerational estate planning, coordinating seamlessly with beneficiaries, accountants, and attorneys to ensure a transparent, efficient, and supportive experience. • Leads projects to discover operational improvements that reduce inefficiencies within the practice. • Collaborates with internal management and risk teams to produce accurate and compliant deliverables. • Proposes and implements digital outreach campaigns to facilitate timely communication of relevant market updates, regulatory changes, and available products and services to our entire book of business. • Supervises and mentors new hires by sharing insights on service responsibilities and system operations.
Education
Redwood High School
High School Diploma
2013 — 2017
Yale University
Bachelor's degree
2017 — 2021
The London School of Economics and Political Science (LSE)
Summer Exchange Program
2018 — 2018
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