Client Associate Resume Example
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CLIENT ASSOCIATE
Professional Summary
Reliable, upbeat, and hard working young professional who quickly adapts to new skills and concepts. Maintains a
professional and friendly attitude in the workplace while seeking to progress industry experience.
Skills
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Work History
Client Associate, 10/2015
to Current
Gallagher Bassett Nz Ltd – Irving , TX
Gallagher Bassett Nz Ltd – Irving , TX
- Worked on the JCG Wealth Advisory team. The team is part of Merrill Lynch's Global Wealth and Investment Management branch, and has assets under management exceeding two hundred million dollars.
- Presided over day-to-day account maintenance, regulatory compliance, and administrative duties for over one hundred and fifty affluent households with accumulated wealth greater than two hundred and fifty thousand dollars.
- Responsibilities also included client review preparation, building and maintaining mutual fund research books as well as model portfolios unique to the teams advisors.
SD Summer Intern, 06/2015
to 08/2015
BANK OF AMERICA MERRILL LYNCH – City , STATE
BANK OF AMERICA MERRILL LYNCH – City , STATE
- Gained hands-on exposure to the everyday tasks and challenges presented to Financial Advisors as well as their client associates.
- Participated in Intern team-building workshops and presentations that emphasized the importance of public speaking, group work, and leadership.
- Attended speaking panels designed specifically for summer interns. Speakers comprised of distinguished and influential individuals from many different sectors and branches of Bank of America Merrill Lynch.
Bookkeeper/ Data, 10/2014
to 01/2015
THE BACK OFFICE TEAM LLC – City , STATE
THE BACK OFFICE TEAM LLC – City , STATE
- Tax Compliance and Bookkeeping for Small Businesses Utilized Intuit QuickBooks to organize and reconcile personal and business accounts.
- Frequently in direct personal contact with clientele.
Education
Bachelor of Science: Business Economics,
January 2015-December 2016
STATE UNIVERSITY OF NEW YORK AT CORTLAND - City, State
STATE UNIVERSITY OF NEW YORK AT CORTLAND - City, State
Concentration- Financial Management
Minor- Computer Applications and Programming
Dean's list Honoree, Member of The SUNY Cortland Economics Club, SUNY Cortland Ski & Snowboard Club, Participated in the 2015 Federal Reserve's College Fed Challenge.
Business Administration: August 2013-December 2014
WESTERN CONNECTICUT STATE UNIVERSITY - City, State
Dean's list Honoree, Co- Vice President of WCSU Finance Club (2014) Employed full time while continuing education.
WESTERN CONNECTICUT STATE UNIVERSITY - City, State
Dean's list Honoree, Co- Vice President of WCSU Finance Club (2014) Employed full time while continuing education.
Business Administration: August 2012-May 2013
UNIVERSITY OF ALBANY - City, State
Member of ABLE (Albany Business Leaders Emerging) , UAlbany Ski & Snowboard Club
UNIVERSITY OF ALBANY - City, State
Member of ABLE (Albany Business Leaders Emerging) , UAlbany Ski & Snowboard Club
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Resume Overview
School Attended
- STATE UNIVERSITY OF NEW YORK AT CORTLAND
- WESTERN CONNECTICUT STATE UNIVERSITY
- UNIVERSITY OF ALBANY
Job Titles Held:
- Client Associate
- SD Summer Intern
- Bookkeeper/ Data
Degrees
- Bachelor of Science : Business Economics , January 2015-December 2016
Business Administration : August 2013-December 2014
Business Administration : August 2012-May 2013
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