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Client Associate Resume Example

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CLIENT ASSOCIATE
Skills
Microsoft Office: Word, Excel, PowerPoint
Interests
Alpha Phi Sorority September 2015 - present Participate in philanthropic activities such as the Red Dress Ball, which supports women's heart health and beach clean ups Devote 2 hours a week to meetings, with the goal of improving our sorority and planning events, both social and philanthropic Diagramming Club August 2010 - June 2014 President and Founder Tutored students, focusing on English skills and specifically diagramming sentences, a skill which helps improve grammar and writing skills Devoted 2 hours a week to meetings during lunch and after school American Red Cross Club August 2010 - June 2014 Vice President Ran operations, including recording members volunteer hours, taking attendance at each meeting, and running each meeting Helped create Miles for Measles, a 5k charity run that supports and donates to improving vaccinations for the measles disease Devoted 3 hours a week to meetings during lunch and after school and over 100 hours to various volunteer activities
Experience
02/2017 to Current
Client AssociateCompany Name － City, State
  • Answer phone calls and help clients with everyday needs.
  • Prepare for client review meetings by updating custom asset allocation models and assembling review in an organized manner for the client.
  • Working on updating Financial Advisor website and LinkedIn profiles.
06/2016 to 09/2016
InternCompany Name － City, State
  • Organized important client information and offices, helping them to achieve maximum efficiency.
  • Analyzed client account's performance and researched various mutual funds and money managers.
  • Tracked performance of client's accounts by logging daily market values.
  • Assisted and interacted with clients via telephone.
06/2015 to 09/2015
HostessCompany Name － City, State
  • Managed hospitality of guests by arranging proper seating, handling reservations schedule, and maintaining detailed knowledge of menu items and special offerings.
  • Maintained aesthetic appeal of restaurant through arrangement of table décor and silverware, organization of work areas, and creation of exterior displays to attract guests.
  • Handled end of business day closing process which included reconciliation of sales and securing restaurant until morning.
  • Handled process for customer take-out orders including recording order over the phone or in person, packaging, and fulfillment to guest.
04/2013 to 09/2014
SupervisorCompany Name － City, State
  • Performed management duties including delegating tasks, creating employee schedules, evaluating employee performance, and outlining employee goals Met financial objectives and increased profit margins by preparing annual budgets and daily goal sheets, analyzing variances, and initiating corrective actions Identified current and future trends that appealed to consumers by personally conducting research with customers and evaluating daily sales of items Managed customer relations and services which encompassed merchandise questions, exchanges, and complaints Conducted inventory management through stock accounting and, theft identification, and loss prevention procedures Followed closing procedures by processing cash and credit card receipts and sending a daily outline of the store's activities including financial statistics and sales to district headquarters.
Education and Training
present
Bachelor of Arts: EconomicsUniversity of California － CityEconomics GPA: 3.4/4.0
June 2014
Financial Accounting, Statistics for Economics, Writing for the Social SciencesEl Camino Real Charter High School － City, StateGPA: 3.9/4.0 UCSB Dean's Honor List Spring 2016
Skills
Economics, Financial Accounting, Financial Advisor, inventory management, logging, loss prevention, packaging, sales
Additional Information
  • LEADERSHIP & ACTIVITIES Alpha Phi Sorority September 2015 - present Participate in philanthropic activities such as the Red Dress Ball, which supports women's heart health and beach clean ups Devote 2 hours a week to meetings, with the goal of improving our sorority and planning events, both social and philanthropic Diagramming Club August 2010 - June 2014 President and Founder Tutored students, focusing on English skills and specifically diagramming sentences, a skill which helps improve grammar and writing skills Devoted 2 hours a week to meetings during lunch and after school American Red Cross Club August 2010 - June 2014 Vice President Ran operations, including recording members volunteer hours, taking attendance at each meeting, and running each meeting Helped create Miles for Measles, a 5k charity run that supports and donates to improving vaccinations for the measles disease Devoted 3 hours a week to meetings during lunch and after school and over 100 hours to various volunteer activities
  • Interests: Reading, Painting, Drawing, Cooking, Snowboarding, Exercise and Nutrition, Exotic and Antique Cars
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Resume Overview

School Attended

  • University of California
  • El Camino Real Charter High School

Job Titles Held:

  • Client Associate
  • Intern
  • Hostess
  • Supervisor

Degrees

  • Bachelor of Arts : Economics
    Financial Accounting, Statistics for Economics, Writing for the Social Sciences

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