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Client Service Associate Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
Well-established financial professional adept at networking and creating valuable partnerships. Absorbs new and useful information, and adapts quickly to challenges and changing environments. Ambitious, detail-oriented, and versed in balancing priorities and meeting deadlines under pressure.
Work History
09/2014 to Current
Client Service Associate Hightower Advisors Richmond, VA,
  • Responsible for maintaining, deepening and enriching client relationships by proactively reviewing and identifying potential business opportunities for clients to engage in additional products and services
  • Partner with integrated team members to deliver a seamless approach across all Private Banking products and provide flawless execution on client requests, inquiries, and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protect client assets against potential fraud activities
08/2011 to 09/2014
Banker Associated Bank Mundelein, IL,
  • Introduced the Concierge Banking solutions of Chase Bank and worked with Advisor from JP Morgan Securities to customize financial solutions for Private Clients
  • Joined Advisor on morning investment calls to better understand fundamental views of the firm and developed an ability to articulate those fundamentals to clients
  • Examined marketing material with the consumer perspective in mind to increase sales and expand key client base
08/2009 to 08/2011
Retail Sales Consultant Windstream Communications Espanola, NM,
  • Consistently exceeded sales goals in five key metrics: New Activations, Contract Upgrades, Home Solutions and Net Customer Satisfaction Score
  • Consulted with clients after sales and contract signing to resolve problems and provide ongoing support
  • Delivered unparalleled level of customer service and gained huge referral-based clientele
Certifications & Affiliations

FINRA Series 7, Series 63

Certified Financial Planner, Northwestern University, In Progress

Patient Advisory Council, Rush University Hospital

​Star Search Toastmasters, ​Toastmasters International

Women's Interactive Network. JP Morgan Chase Business Resource Group

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Resume Overview

School Attended
    Job Titles Held:
    • Client Service Associate
    • Banker
    • Retail Sales Consultant
    Degrees