Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Morgan Richey

Siloam Springs

Summary

Results-driven and customer-focused professional with a background in financial services, known for high productivity and efficient task completion as well as a passion for delivering exceptional customer service. Skilled in transaction processing, client account management, and regulatory compliance. Excel in communication, problem-solving, and teamwork, ensuring smooth operations and client satisfaction.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Client Associate

Rockefeller Capital Management
Bentonville
11.2024 - Current
  • Provided customer service to clients and addressed inquiries via phone, email, or in-person.
  • Processed transactions such as deposits, withdrawals, transfers, wire requests and other related activities.
  • Provided support during client meetings, including taking notes and preparing presentations when necessary.
  • Maintained client records by updating account information as needed.
  • Assisted with client onboarding and account openings, including gathering documents and data entry.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Answered customer questions to maintain high satisfaction levels.
  • Reviewed files, records and other documents to obtain information or respond to requests.

Senior Cashier

Cathy's Corner
Siloam Springs
01.2023 - Current
  • Organized cash drawers and collected payments for goods or services purchased.
  • Provided customer service by greeting and assisting customers with their purchases.
  • Identified opportunities for improvement in processes related to cashiering activities.
  • Communicated effectively with customers, management staff and coworkers.
  • Participated actively in training sessions designed to increase efficiency in job performance.
  • Answered phone calls promptly and directed inquiries appropriately.
  • Maintained knowledge of current promotions, policies regarding payment and exchanges, as well as security practices.
  • Performed opening and closing duties such as counting money, reconciling tills, balancing registers and preparing bank deposits.
  • Maintained accurate records of daily transactions using computer software programs.
  • Processed credit card transactions and verified account balances.
  • Coached new hires on proper cashiering techniques, policies and procedures.

Registered Client Associate

Merrill Lynch
Rogers
04.2021 - 11.2024
  • Provided support during client meetings with Financial Advisors.
  • Completed daily reconciliation of accounts and transactions to ensure accuracy.
  • Collaborated with team members to develop strategies to meet customer needs.
  • Executed trades upon approval from Financial Advisors or clients.
  • Assisted in the processing of new accounts, transfers, and other transactions.
  • Prepared presentations regarding portfolio performance for clients' review.
  • Maintained client relationships by responding to inquiries promptly and accurately.
  • Provided clients with timely account updates and financial performance reports.
  • Performed administrative duties such as filing documents and preparing correspondence.
  • Processed withdrawals, deposits into, from client accounts as needed.
  • Handled confidential information with discretion and professionalism.
  • Greeted customers, answered account questions and resolved client issues.
  • Verified ownership, transaction information and dividend distribution instructions to conform with governmental regulations.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

Server

Big Whiskey's American Bar & Grill
Siloam Springs
08.2020 - 04.2022
  • Took orders from customers accurately and in a timely manner.
  • Responded efficiently to guest inquiries and complaints in a professional manner.
  • Provided excellent customer service to ensure satisfaction.
  • Ensured that each guest was served courteously, quickly, and efficiently.
  • Handled money transactions accurately while following company procedures for handling cash payments.
  • Assisted in training new servers.
  • Upheld high standards of sanitation in accordance with health department regulations.
  • Performed opening and closing duties such as setting up the dining area, restocking supplies.

Machine Operator

Gates Rubber
Siloam Springs
05.2015 - 04.2021
  • Record production information such as quantities produced and materials used on daily logs.
  • Comply with company policies regarding quality control procedures.
  • Observe machine operations to detect any problems or defects in the finished product.
  • Unload finished products from machines onto conveyors or other transport systems.
  • Check products for accuracy using measuring instruments such as calipers, micrometers, gauges.
  • Troubleshoot malfunctions in equipment or processes.
  • Load raw materials into machines according to specified measurements.
  • Adjusted machine settings according to production requirements.
  • Collaborate with other departments when necessary for successful completion of projects.
  • Inspect finished workpieces to ensure conformance with specifications.
  • Set up and operate machine tools to produce precision parts and instruments.
  • Verified production orders prior to starting set-up.

Bartender

Callahan's Steakhouse
Siloam Springs
03.2018 - 08.2020
  • Stocked ice bins and coolers as needed throughout shift.
  • Prepared alcoholic and non-alcoholic beverages according to recipe standards.
  • Assisted in setting up the bar for service shift.
  • Kept track of all orders made by customers and communicated them promptly to kitchen staff.
  • Provided drink suggestions to customers based on their preferences.
  • Maintained inventory of liquor, beer, wine, and other beverage items.
  • Followed safety protocols while handling sharp tools or dangerous chemicals.
  • Processed payments accurately and efficiently with POS system.
  • Monitored guests' alcohol consumption levels to prevent over-intoxication or underage drinking.
  • Resolved customer complaints in a professional manner.
  • Checked identification cards for proof of age prior to serving alcohol beverages.

Server

Cotton Patch Cafe
Siloam Springs
09.2017 - 02.2018
  • Took orders from customers accurately and in a timely manner.
  • Responded efficiently to guest inquiries and complaints in a professional manner.
  • Provided excellent customer service to ensure satisfaction.
  • Handled money transactions accurately while following company procedures for handling cash payments.
  • Ensured that each guest was served courteously, quickly, and efficiently.
  • Stayed informed about daily specials, new menu items, promotions.
  • Assisted in training new servers.
  • Upheld high standards of sanitation in accordance with health department regulations.
  • Displayed enthusiasm and knowledge about restaurant's menu and products.

Manufacturing Associate

1st Employment Staffing
Siloam Springs
09.2014 - 05.2015
  • Identify defective components or finished goods items during the inspection process and make appropriate adjustments accordingly.
  • Troubleshoot problems in the manufacturing process by identifying root causes and proposing solutions.
  • Record data from each shift for record keeping purposes as required by company policy.
  • Followed established manufacturing guidelines related to quality assurance standards.
  • Recorded production data such as quantity produced, scrap rate, and cycle time information accurately.
  • Clean work areas regularly to maintain a safe working environment.
  • Participated in regular meetings with supervisors and other personnel to discuss progress and potential improvements on current projects.
  • Inspected finished products for defects before packaging them for shipment.

Education

High School Diploma -

Ashe County High School
West Jefferson, NC
06-2014

Skills

  • Customer service
  • Transaction processing
  • Client onboarding
  • Account management
  • Financial reporting
  • Data entry
  • Account maintenance
  • Client acquisition
  • Relationship management
  • Problem solving
  • Attention to detail

Certification

  • SIE, Series 7 & Series 66 licenses

Timeline

Client Associate

Rockefeller Capital Management
11.2024 - Current

Senior Cashier

Cathy's Corner
01.2023 - Current

Registered Client Associate

Merrill Lynch
04.2021 - 11.2024

Server

Big Whiskey's American Bar & Grill
08.2020 - 04.2022

Bartender

Callahan's Steakhouse
03.2018 - 08.2020

Server

Cotton Patch Cafe
09.2017 - 02.2018

Machine Operator

Gates Rubber
05.2015 - 04.2021

Manufacturing Associate

1st Employment Staffing
09.2014 - 05.2015

High School Diploma -

Ashe County High School

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Morgan Richey