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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
  • Excellent work ethic
  • Strong interpersonal skills
  • Extremely organized
  • Proficient in Java, C++, VBA and HTML
  • Experienced in Microsoft Excel, Access, Word, PowerPoint
  • Strong problem-solving capabilities
  • Proficient in Salesforce
Work History
Client Associate, 10/2015 to Current
Company Name – City, State
  • 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
Company Name – 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
Company Name – 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

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.
Business Administration: August 2012-May 2013
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
  • WESTERNCONNECTICUT 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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