I am very family-oriented, I am a Godfather of five and I am very involved in their lives
I love trading and investing in stocks
I work out everyday
Vincent Mangiamele
Arlington Heights,IL
Summary
Experienced with managing client relationships and providing high-quality support. Utilizes effective communication to address client needs and ensure satisfaction. Track record of strong organizational skills and ability to adapt to dynamic environments.
Professional with robust background in client services. Demonstrates strong skills in managing client relationships, resolving issues efficiently, and delivering high-impact results. Known for effective team collaboration and adaptability to changing needs. Possesses excellent communication, problem-solving, and organizational skills, ensuring smooth operations and client satisfaction.
Overview
8
8
years of professional experience
Work History
Set Dresser
Local 476 Studio Mechanics Film Industry
12.2021 - Current
- Followed production designs and met challenging timelines.
- Constructed, assembled and placed large set pieces.
- Resolved challenges posed by difficult shooting conditions or limited space availability through innovative approaches to set design and decoration placement.
- Kept sets and props maintained for duration of production.
- Constructed custom set pieces when necessary, contributing to unique and visually appealing environments.
Client Service Associate
Providence Private Wealth
09.2019 - 12.2021
- Create investment ideas based on fundamental research and deep knowledge of sector trends and business models
- Assisted advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions
- Perform on-going account maintenance including funds disbursements, creating wire and ACAT transfers
- Main point of contact, helping clients with any questions or concerns they had in regards of their accounts
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
Client Service Associate Intern
Wells Fargo Advisors
10.2018 - 08.2019
- I helped with preparation of reports for client meetings
- I kept management systems up to date with the correct client information
- Helped clients build, manage, preserve, and transition their financial resources
- Scheduled calls and meetings with clients, supported and help organize our Advisors' day to day activities
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
Wealth Management Intern
UBS Financial Services
06.2017 - 08.2017
- Interacted with customers and clients on a daily basis and helped with their needs and requests
- Assisted Financial Advisors and their associates on introducing clients to Financial Goal analysis and other Financial Planning tools that the firm offered
- Planned team marketing events and maintained marketing materials
- Communicated with clients on a daily basis and helped with account specific questions
Education
Graduated - Business Philosophy
Elmhurst College
Elmhurst, IL01.2018
Skills
- Active listening
- Communication
- Computer skills
- Client service
- Time-management
- Organization
- Entrepreneurial mindset
- Helping spirit
- Caring
- Listening
- Putting people first
Interests
Timeline
Set Dresser
Local 476 Studio Mechanics Film Industry
12.2021 - Current
Client Service Associate
Providence Private Wealth
09.2019 - 12.2021
Client Service Associate Intern
Wells Fargo Advisors
10.2018 - 08.2019
Wealth Management Intern
UBS Financial Services
06.2017 - 08.2017
Graduated - Business Philosophy
Elmhurst College
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