Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Summary: A highly-organized and detail oriented Client Service Officer with over 16 years of experience in the finance industry. Dedicated and focused. Prioritize and complete multiple tasks and able to follow through to achieve project goals. Independent and self-motivated professional with excellent research and writing skills. Able to grow positive relationships with clients and colleagues at all organizational levels.
Microsoft Word, Excel, PowerPoint, Outlook, Acro
Client Service Officer & Fiduciary Administrator, 02/06 to Current
Aristotle Capital Management, Llc, ,
  • Provides support for trust and investment administration matters to meet needs of clients.
  • Assists Investment Advisors with multifaceted trust & investment issues and implementation plans.
  • Supports Private Client teams with retention and growth of existing relationships.
  • Prepares trust and investment presentation books based on client preference.
  • Serves as training resource to Administrative Associates and junior level staff.
  • Completed Trust School I & Trust School II of the Cannon Financial Institute Currently sitting for the Certified Trust and Financial Advisor (CTFA) designation.
Executive Assistant, 08/02 to 2/06
Arkansas Food BankLittle Rock, AR,
  • Composed and edited letters, reports and other correspondence Maintained Regional President's calendar and coordinated travel arrangements, setup conference calls, board meetings and client meetings Created PowerPoint presentations Prepared and sent out monthly client statements, client account establishment and maintenance Trained colleagues on new Wilmington Trust programs after merger.
Executive Assistant, 10/01 to 8/02
Brightview Landscapes, LlcBroomfield, CO,
  • Handled client relations and account maintenance, account establishment and account transfers.
  • Answered and directed incoming telephone calls.
  • Scheduled client appointments and performed general office duties such as filing, scanning, faxing and copying.
Cash Management Associate, 9/00 to 10/01
FSC Securities CorporationCity, STATE,
  • Processed client check requests, issued fed fund wires and setup electronic funds transfers.
  • Deposited securities and assisted margin clerks.
  • Processed client and business deposits for brokerage accounts.
: Business studies, Expected in 2004
Kennesaw State University - Kennesaw, Georgia
Associates Degree: , Expected in 1999
Wallace Community College - Dothan, Alabama

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School Attended

  • Kennesaw State University
  • Wallace Community College

Job Titles Held:

  • Client Service Officer & Fiduciary Administrator
  • Executive Assistant
  • Executive Assistant
  • Cash Management Associate


  • Associates Degree

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