Will Johnson
Los Angeles
Summary
Client Service Representative with a proven track record of delivering exceptional support and fostering strong client relationships. Expertise in effective communication, problem-solving, and multitasking ensures prompt and efficient resolution of client needs. Committed to enhancing customer satisfaction through attentive service and tailored solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Morgan Stanley
05.2024 - Current
- Assisted two financial advisors in transferring client accounts exceeding $500M from UBS to Morgan Stanley.
- Optimized administrative workflows, including scheduling, record-keeping, and client onboarding, boosting team productivity.
- Delivered seamless wealth management services to high-net-worth clients with precision and consistency.
Registered Client Service Associate
UBS Financial Services Inc.
05.2023 - 05.2024
- Served as the primary liaison for client and vendor interactions, helping oversee a $2B asset portfolio spanning 100 households.
- Executed advisor requests—money transfers, account setup, trading, and scheduling—with consistent operational precision.
- Supported financial planning for new and existing clients, ensuring adherence to banking, asset management, and estate planning standards and regulations.
Sales Coordinator
CIVIC Financial Services
09.2022 - 04.2023
- Aided account executives in originating new loans by gathering documentation and overseeing client pipelines.
- Delivered operational and client management support, driving efficient loan processing and high customer satisfaction.
Student Athlete
University of Oregon Men’s Basketball Team
06.2017 - 06.2021
- Competed as a full-time NCAA Division I athlete while pursuing a degree, balancing academics and athletics.
- Contributed to three PAC-12 Championships and two NCAA Tournament Sweet Sixteen appearances.
Education
Bachelor of Arts - Political Science
University of Oregon
Eugene, OR06.2021
Skills
- Analytical Thinking Skills
- Data Analysis
- Project Management
- Client Service
- Microsoft Office (PowerPoint, Excel, Word)
- Account servicing
Certification
Series 7
Series 66
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Timeline
Registered Client Service Associate
Morgan Stanley
05.2024 - Current
Registered Client Service Associate
UBS Financial Services Inc.
05.2023 - 05.2024
Sales Coordinator
CIVIC Financial Services
09.2022 - 04.2023
Student Athlete
University of Oregon Men’s Basketball Team
06.2017 - 06.2021
Bachelor of Arts - Political Science
University of Oregon