Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary

Talented Registered Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades, and transactions. Fosters positive support to firm business growth and success.

Skills
  • Wealth Management
  • Investment advice
  • Education funds
  • Retirement needs
  • Insurance decisions
  • Financial planning
  • Stock market understanding
  • Mutual funds
  • Excellent work ethic
  • Data management
  • Critical thinking
  • Conflict resolution
  • Good telephone etiquette
Education
Lynn University Boca Raton, FL Expected in MBA : International Marketing - GPA :
Florida Atlantic University Boca Raton, FL Expected in 12/2015 Bachelor of Arts : International Business Management - GPA :
Palm Beach State College Boca Raton, FL, Expected in 12/2012 Associate of Arts : Business Administration And Management - GPA :
Certifications
  • Series 7 License - 2021
  • Series 66 License - 2021
Work History
Brown Brothers Harriman - Client Associate
Chicago, IL, 10/2017 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
  • Organized securities sales and purchases on behalf of customers and companies.
  • Responsible for International Affluent and Ultra High Net worth clients where I serve as the point of contact for all transactions and matters in regards to their accounts.
  • Identify client opportunities and offer array of products and services within the banking and brokerage suitable to fulfill client’s needs and goals.
  • Daily account management by assessment and maintenance of client’s portfolio and report generating.
  • Identify transaction patterns and prevent fraudulent attempts against client’s accounts and personal information.
  • Established lending/credit/CFX facilities for purpose and non-purposed loans for real estate investments, operating capital, letters of credit, and increase of purchasing power by pledging assets to increase investment portfolios.
  • Conferred with customers to assess market fluctuations and correct account problems.
  • Leveraged knowledge of stock prices and trending changes to optimize collateral approaches.
Atrium Health - Buyer Specialist
Forest City, NC, 08/2015 - 08/2017
  • Prepared all periodic purchasing and supply reports, verifying supply and establishing professional connections with vendor representatives.
  • Maintained appropriate inventory levels based on management direction and customer demand.
  • Analyzed and reviewed reorder report recommendations for daily and weekly replenishment, making recommendations on product offerings based on consumer data.
  • Administered purchase order processes and placed orders as requested, streamlining ordering process and receipt organization for future reference.
  • Analyzed bids, troubleshot discrepancies and performed other necessary purchasing functions, managing balanced budget and supporting customer satisfaction.
  • Sourced new vendors in effort to boost range of products offered in store locations while reducing costs through strategic contract negotiations.
  • Communicated with suppliers to negotiate best pricing on apparel and accessories.
  • Negotiated and purchased appliances, small appliances and electronics directly from top manufacturers (Whirlpool, Oster, GE, Electrolux, LG, Samsung, Cuisinart, Sony, etc.).
  • Traveled internationally two times per year to Wanzhou, China to lead manufacturing process of five new production lines for brand BM.
  • Managed the supply chain process for appliances & electronics for over $10,000,000 in inventory each quarter and managed daily inventory set up.
  • Directed and organized international transportation of inventory to maximize efficiency from various ports in China to USA, Panama and Venezuela.
  • Benchmarked competitors & sourced new distributors to diversify the product portfolio selection for a competitive advantage.
Dewberry - Marketing Intern
Leesburg, VA, 01/2015 - 08/2015
  • Provided administrative support to senior staff, including creating proposals and organizing documentation.
  • Collaborated with team members to help expand marketing channels.
  • Contributed to relevant blogs, conferences and events both in-person and online to increase brand awareness.
  • Handled all media and public relations inquiries, posted open positions on company and social media websites.
  • Designed and organized electronic file systems and maintained electronic and paper files.
Accomplishments

    • Top 59 in 2018-2019 and 2020 of the top 100 Client Associates Responsible Service Growth Program at Merrill Lynch.

    • Led negotiations concerning the purchase and import of new appliance lines for retail chain stores DAKA located in Venezuela at the “Canton Fair in 2016”.

Affiliations
  • Rotary International

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Resume Overview

School Attended

  • Lynn University
  • Florida Atlantic University
  • Palm Beach State College

Job Titles Held:

  • Client Associate
  • Buyer Specialist
  • Marketing Intern

Degrees

  • MBA
  • Bachelor of Arts
  • Associate of Arts

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