SEARCH

Client Service Associate Resume Example

Resume Score: 100%

Love this resume? Build Your Own Now
CLIENT SERVICE ASSOCIATE
Summary
Seeking a fast-paced, team-oriented work environment that promotes accountability, competition, and change. I am eager to build upon my past successes in the classroom and lay the foundation for a long and promising professional career.
Experience
Client Service Associate
October 2015 to Current Morgan Stanley － New York, NY
  • Managed forty fortune 500 companies stock equity plans and participating employees Created daily and weekly process (procedure?) guides to administer and maintain client accounts under stock equity plans in regard to stock releases and vestings.
  • Assessed reinvestment opportunities based on customer's financial backgrounds and historical investments Executed unsolicited trades on behalf of clients Obtained Series 7 and 66 licenses within 1 quarter of joining the firm.
Analyst
May 2015 to October 2015 Busche Inc － Melrose Park, IL
  • Utilized methodology and criteria to evaluate transactional teasers, executive summaries, CIMs, and CIPs to determine if the opportunity is a fit based on our investment thesis Analyzed the operations, financials, sales, and customer base of prospective seller Conducted deep dive into the financials and drafted the sources and uses, proposed debt service coverage, and transactional structure for committee review Assisted credit committee to develop further questions and clarifications of the analysis performed with the investment banker and seller Documented the analysis process, due diligence steps, and the completion of the evaluation methodology Prepared and led an in-depth walk through session with the underwriting committee.
Intern
July 2014 Baker Tilly Virchow Krause, LLP － Chicago, IL
  • Participated in back office due diligence process for venture capital fund on behalf of prospective limited partners Performed gross margin analysis, proof of cash analysis, and analyzed private placement memorandums Created proposals for sell-side due diligence, analyzed royalty rates, and adjusted EBITDA for joint ventures Gathered data to help establish track record for trust fund valuation Coordinated and scheduled senior managers' meetings with prospective investors.
Education
Finance & Accounting, August 2015 University of Miami BSBA － Coral Gables, FL GPA: H. Hertz Business Scholarship - Recipient 2015 *Gerald and Josephine Aresty Scholarship - Recipient 2014 *I LOVE YOU Book Scholarship - Recipient 2014 Finance & Accounting H. Hertz Business Scholarship - Recipient 2015 *Gerald and Josephine Aresty Scholarship - Recipient 2014 *I LOVE YOU Book Scholarship - Recipient 2014
2015 University of Miami Academic Resource Center － Miami, FL Tutor & Academic Counselor *Ten hours per week in subjects of: Finance, Accounting, Statistics, Business Law, Computer Science, and Management *Advised freshman on time management, semester scheduling, & course expectations
2012 University of Miami Wellness Center － Miami, FL Fitness Assistant Communicate and relate to members about equipment and machines. Clean and close up facility Personal University of Miami Chapter The National Society of Collegiate Scholars Delta Sigma Pi Business fraternity Delta Gamma Sorority Intramural Volleyball Dogo Argentinos | Lacrosse | Green Bay Packers | Rollerblading | Assistant Coaching H.E.
Skills
Academic, Accounting, Business Law, Coaching, Counselor, credit, client, clients, due diligence, equity, Finance, financials, financial, investments, meetings, office, proposals, sales, scheduling, Sigma, Statistics, time management, underwriting, valuation, venture capital
Build Your Own Now

Resume Overview

Companies Worked For:

  • Morgan Stanley
  • Busche Inc
  • Baker Tilly Virchow Krause, LLP

School Attended

  • University of Miami BSBA
  • University of Miami Academic Resource Center
  • University of Miami Wellness Center

Job Titles Held:

  • Client Service Associate
  • Analyst
  • Intern

Degrees

  • Finance & Accounting , August 2015
    2015
    2012

Advertisement

Similar Resumes

View All

Client Service Associate

Experian Credit Bureau

Dallas, Texas

Posted 1772 days ago