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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Analytical and detail oriented Client Service Specialist offers two years of experience supporting and enhancing operations with excellent sales, service and administrative abilities across several distribution channels. Multitasking effectively in fast-paced dynamic environments. Proficient in financial reporting and regulatory compliance. Focused on taking on additional projects and tasks to enhance efficiency. Committed to holding myself accountable without supervision in order to deliver reports, projects and tasks in a methodical approach.

Skills
  • Patience, Teamwork, Collaboration, Hard Worker
  • Attention to detail
  • Multitasking
  • Effective Communication
  • Analytical problem solving
  • Microsoft Excel
  • Attention to Firm approved content to various Broker-Dealers and Registered Investment Advisors.
  • AML, Placement, Layering and Integration
  • FDIC Insurance
  • Bank Secrecy Act of 1970
  • OFAC and CIP
  • Morningstar inputs and reporting
  • Compliance requirements.
  • Financial products
  • Suitability
Skills
  • Patience, Teamwork, Collaboration, Hard Worker
  • :
  • Attention to detail
  • :
  • Multitasking
  • :
  • Effective Communication
  • :
  • Analytical problem solving
  • :
  • Microsoft Excel
  • :
  • Attention to Firm approved content to various Broker-Dealers and Registered Investment Advisors.
  • :
  • AML, Placement, Layering and Integration
  • :
  • FDIC Insurance
  • :
  • Bank Secrecy Act of 1970
  • :
  • OFAC and CIP
  • :
  • Morningstar inputs and reporting
  • :
  • Compliance requirements.
  • :
  • Financial products
  • :
  • Suitability
  • :
    Work History
    Client Service Specialist, 12/2019 - 06/2021
    First Republic Boston, MA,
    • Assisted with weekly projects and tasks by proactively reaching out to Strategic Relationship Team, Institutional Team and Institutional Advisors Channel.
    • Increased sales support for Eastern and Western Intermediary Teams.
    • Always reach out to Compliance when unsure, rather than assuming.
    • Maintained confidential information.
    • Maintained accurate record-keeping with proactive attention to client information updates.
    • Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
    • Maintained accurate and current customer account data with manual forms processing and digital information updates.
    Fort Lewis Sport Event Associate, 09/2018 - 03/2021
    Fort Lewis College City, STATE,
    • Managed administrative logistics of events planning, including signing in, fee collection, event booking and event promotions.
    • Worked within team’s to set up and take down sport event equipment.
    Paint Department Sales Associate, 06/2017 - 07/2019
    Terry’s Ace City, STATE,
    • Managed POS system to total purchases and receive and process cash, credit and debit card payments.
    • Shared personal recommendations and product knowledge with customers to help determine correct product for customer DIY projects.
    Education
    Bachelor of Arts: Financial Economics Concentration., Expected in 04/2019
    -
    Fort Lewis College - Durango, CO
    GPA:
    Affiliations

    Former Thornburg's D&I Committee member.

    Former Women of Thornburg member.

    Certifications
    • SIE completion.
    • Pursuing completion of FINRA Series 7 Top off & 66.
    • Google Analytics.

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    School Attended

    • Fort Lewis College

    Job Titles Held:

    • Client Service Specialist
    • Fort Lewis Sport Event Associate
    • Paint Department Sales Associate

    Degrees

    • Bachelor of Arts

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