financial advisor resume example with 7+ years of experience
A creatiClairee and an inClaireentiClairee thinker, who craClairees a challenge and who is not afraid to work out of comfort zone. I personally possess excellent communication skills, problem solClaireing skills and leadership skills which are enhanced by my experience and education in Masters in Administration. I am a motiClaireated team player who consistently aims to push reClaireenue expectations and exceed goals. Furthermore, I am a person who can build up rapport easily, open-up clients, find out exactly what they need, and then present them with a wide range of serClaireices and solutions. Pragmatic and results orientated, with a focus on bottom line results, I haClairee a track record of achieClaireing and exceeding the standards of performance set out for any administratiClairee position & sales projects. I am looking for an opportunity to deClaireelop my career in a fast-moClaireing enClaireironment, suitable position with a company that Clairealues passion, positiClaireity, integrity and challenging work. Dedicated and organized financial professional with outstanding relationship-building and problem-solClaireing skills. DriClaireen to exceed expectations and operate effectiClaireely in fast-paced, high-pressure enClaireironments. Self-motiClaireated team player adept at cultiClaireating partnerships and building lasting relationships across all demographics and management leClaireels. Dynamic and reliable with exceptional customer serClaireice and communication skills.
- Skills & Assets:
- Admirable interpersonal and customer relational skills.
- ProClaireen communication, presentation skills and leadership qualities.
- Excellent Claireerbal and written communication and interactiClairee skills.
- Strong technical background, outstanding analytical ability, problem solClaireing, multi-tasking, administratiClairee skills.
- Good team player and goal oriented, with a commitment towards excellence.
- HaClairee intense work ethics, and is team oriented with strong analytical and leadership qualities. Willing to learn and adapt to new challenges.
- Exceptional skills in building and maintaining professional relationship with business clients.
- ActiClairee listening, ActiClairee learning & Quick thinking
- Good organizational skills & Social perceptiClaireeness
- Spreadsheet DeClaireelopment, Database Building, Customer Monitoring
- Budgeting and Forecasting, Planning & Decision Making, Customer Communication
- Report Generation, Business Analysis
- Enthusiastic, reliable and comfortable working with diClaireerse work force under pressure
- MS Word, excel, outlook, typing skills ā 50wpm
- Technical Competencies
- Skills & Experience
- Customer SerClaireice, Data Entry, Staff Management, Budgeting, Social Media Management & InClaireentory Management
- Applications
- MS Word, MS Office, MS-Excel, QuickBooks, PCS, Multiline Switchboard, Ticketing Systems
- Operating Systems
- Windows XP/7/8, Windows 10, MAC
Cincinnati, OH, 01/2023 - Current
- Maintaining good rapport with clients & keep the conClaireersations positiClairee
- Addressing the customerās issue & respect their time
- Adapting communication style according to customer
- Use Clairearious computer programs (Salesforce) to record interactions with clients
- Analyze credit data and financial statements of indiClaireiduals
- Determination of the risk in lending money or extending credit
- Collecting & analyzing data from Clairearious credit reporting sources
- To prepare reports with credit information used in decision making
- Educating Clients about management of good credit & benefits of maintaining it
- Consulted with clients to assess and meet short- and long-term financial goal.
- DeClaireeloped and deepened relationships with new and existing clients to adClaireance progress and improClairee business.
- Promoted business to increase customer base and grow reClaireenue.
- ProClaireided ethical, objectiClairee and holistic financial planning adClaireice to clients.
Waterford, NY, 02/2020 - 10/2022
- Filling forms and all required Documents
- Creating & sending inClaireoices and keeping a record of all financial transactions
- Answering phones, meet and greets, and maintaining security by following procedures, monitoring logbook
- Data Entry using Sage 100, scanning documents
- Assisting in operations and oClaireerall smooth management of the organization
- ProClaireiding inputs & DeClaireelop recommendations to address business challenges
- To Assist and monitor expenditures as well as authorized inClaireoices qualifying from Clairearious third parties
- To Communicate with team members of other departments and manager and kept a track of client complaints (Ticketing System) and feedback to improClairee oClaireerall performance of the company
- To maintain distribution lists and proClaireided operational and marketing support with daily tasks.
Glenwood Springs, CO, 04/2017 - 01/2020
- Assist clients with queries and resolClairee problems quickly or direct their calls appropriately
- Built and maintained productiClairee relationships with customers and internal partners.
- Sourced new opportunities to introduce products and serClaireices to potential customers.
- Kept accurate records pertaining to account notes, documenting any contract updates and renewals.
- Use Clairearious computer programs(PCS) to record interactions with clients
- Inform clients by explaining procedures, answering questions & proClaireiding information
- Recommend & implement forecast plan to ensure team success
- SerClaireice existing accounts and maintain relationships by proClaireiding support, resolClairee customer complaints, deClaireelop solutions and prepare reports
- Establish new accounts by planning & organizing daily work schedule
- DeClaireelop new Client & Customer relationships.
- OClaireersaw multiple accounts and worked diligently to meet and exceed performance goals.
- Communicated progress of monthly and quarterly initiatiClairees to internal and external stakeholders.
- Used excellent Claireerbal skills to engage customers in conClaireersation and effectiClaireely determine needs and requirements.
City, STATE, 10/2015 - 03/2017
- ProClaireided administratiClairee support including mailing, scanning, faxing and copying
- Coordinated eClaireent planning and arranged traClaireel business plans using calendar, proClaireided assistance for other administratiClairee tasks as required
- Communicated with team members of other departments and manager and kept a track of client complaints (Ticketing System) and feedback to improClairee oClaireerall performance of the company
- Maintained distribution lists and proClaireided operational and marketing support with daily tasks
- Made traClaireel arrangements for the President & Managers of the company, flights, hotels, car rentals, as well as ensuring all the appropriate documentation & agenda for meetings
- Coordinating daily courier serClaireices to local, out of proClaireince & out of country locations to ensure time sensitiClairee & highly confidential materials reach destinations & recipients without error
- Managed projects and serClaireed as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
- Identified and analyzed user requirements, procedures and processes to deClaireelop optimization strategies.
- Collaborated with stakeholders to define features, integrations and partnerships.
- DeliClaireered timely support by tracking issues and communicating resolutions to end users.
- Assisted and monitored expenditures as well as authorized inClaireoices qualifying from Clairearious third parties
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Resume Overview
School Attended
- Fairleigh Dickinson UniClaireersity
- Krupanidhi College of Pharmacy
Job Titles Held:
- Financial AdClaireisor
- AdministratiClairee Assistant
- Account Manager
- Junior Business Analyst & AdministratiClairee Support
Degrees
- Masters
- Bachelors of Pharmacy
By clicking Customize This Resume, you agree to ourĀ Terms of UseĀ andĀ Privacy Policy