Client Service Associate Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
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

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Length
  • Personalization
  • Strong Summary
  • Target Job
  • Typos

Resume Overview

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