Associate Specialist resume example with 17+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -

Diligent and driven Business Analyst who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills - supported by a client focus, outstanding insight, personal development & problem-solving skills.

  • Reliable
  • Inspiring team leader
  • Analytical
  • Automations
  • Financial modeling and VBA
  • Flexible
  • Project manager
  • Award winning service
  • Helped grow bank’s projected revenue by 11% from $18M to $20M by consulting for an RFP.
  • Created strategies to consolidate operations for fund expenses and reimbursements, minimizing risk and resulted in a decrease of 2.5 man hours per day for various service groups (780 hours annually per group).
  • Piloted and championed the CIO's technology transformation initiative for a group of 200; transitioning hardware, operating systems, and mutual fund custody platforms
07/2012 to Current
Associate, Specialist Merck & Co., Inc. Saint Petersburg, FL,
  • Supervises a staff of 10 with C level authority up to $100M
  • Creates, implements, assists, and tests operational efficiencies and ad hoc reporting for multiple platinum level clients and business units
  • Promotes business development, operations, IT and billing opportunities; Recognized as subject matter expert
07/2010 to Current
Sr Account Manager , ,
  • Provides daily consultation to front, middle and back offices over the phone and in person
  • Executes trader's and portfolio manager's cash management for a portfolio with net assets over $300B
  • Reduces operational risk for internal business partners
  • Escalation contact for urgent, nonstandard issues
07/2006 to 07/2010
Account Manager , ,
  • Lead point of contact for all custody functions relating to each trading desk on a $14 million dollar relationship
  • Team secured the sale of two derivative securities deemed worthless being sold for over $100M
  • Created strong, working custody relationships with top tier institutional clients
  • Wrote and maintained departmental standards, models, and guidelines documenting best practices and ensuring consistency among groups
  • Developed project plans integrating business users and operational requirements to guide clients and peers along the process
  • Supported the entire client billing cycle from invoicing to payment both internal and external, increasing productivity by 50%
07/2003 to 07/2006
Lead Sales Representative/Trainer Forrester Research, Inc. City, STATE,
  • Provided strategic consultation to prospective clients and vendors; ultimately increased department sales by 10% year over year while generating approximately $1.2 M in sales over the three year tenure.
  • Led department training courses and transferred best practices to internal and external customers; consistently received the highest customer satisfaction reviews within the department.
Expected in
MBA: Leadership
Rollins College - Winter Park, FL
Expected in
Bachelor of Science: Finance; Minor: Accounting
University of Central Florida - Orlando, FL
Additional Information
  • National Society of Hispanic MBA's 2010-Present
  • Community Partnerships Chair
  • Co-chair on the BNY Mellon / Big Brother & Big Sister mentor program, 2013

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Resume Overview

School Attended

  • Rollins College
  • University of Central Florida

Job Titles Held:

  • Associate, Specialist
  • Sr Account Manager
  • Account Manager
  • Lead Sales Representative/Trainer


  • MBA
  • Bachelor of Science

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