Livecareer-Resume

High Net Worth 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
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Current At Risk professional with 8 years experience in various roles including Service, High Net Worth, and Account Escheatment. Skilled in building cross-functional relationship. Adaptable leader with an ability to work independently, and effectively communicate.

Skills
  • Series 7 & 63
  • Effective Communicator
  • Caseload Management
  • Complex problem resolution
Experience
Fidelity Investments, 01/2013 to Current
Children's Hospital Of The King's Daughters Elizabeth City, NC,
  • Pursued continuous personal growth and knowledge within the company.
  • Conducted investigations and took appropriate actions to resolve concerns and decrease risk.
  • Participated in technology group aimed at finding efficiencies within the role.
  • Ability to effectively communicate difficult and complex topics to client, business partners, and outside partners.
Medical Assistant, 02/2009 to 08/2012
LND University Hospital City, STATE,
  • Worked closely with physicians, nurses, administrative and other various groups to ensure patient's needs were met in a safe and friendly environment.
  • Performed as a medical assistant, Operating room scrub, and health unit coordinator on the labor and delivery and obstetrics emergency services departments.
  • Role included direct patient contact including blood draws, IV placements, fetal monitor placement.
  • Performed well in high stress emergency situations.
  • Ability build relationships in sensitive, often stressful situations. 
Data Conversion Operator, 04/2006 to 09/2008
United States Postal Service City, STATE,
  • Review and process mail pieces that could not be handled via automation.
  • Ability to work independently and effectively. 
  •  
  •  
  •  
Education and Training
Bachelor of Science: Accounting, Expected in 2012
to
Western Governors University - Murray, Utah
GPA:
Coursework in accounting with emphasis on public accounting and corporate auditing including review of financial statements and GAAP.
: Biology, Military Science (minor), Expected in
to
Westminster College-ROTC - Salt Lake City, Utah
GPA:
Undergraduate coursework in biology with a minor in military science through the University of Utah's ROTC program.
Associate of Science: Medical Assisting, Expected in 2007
to
Eagle Gate College - Murray, Utah
GPA:
Coursework and clinical studies to become a medical assistant. Graduated with High Honors. 
Associate of Science: General Studies, Expected in 2006
to
Salt Lake Community College - Salt Lake City, Utah
GPA:
General Studies
Associations and Training
  • FidYou 2 year program
  • Society for Leadership and Development (Westminster College)
  • WLG Intensive with Kahilla
  • Asian Employee Resource Group
  • Aspire Group
  • Basic Scrum and Agile training
  • Series 9/10 prep
  • CFP Coursework

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

Disclaimer
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:

87Good

Resume Strength

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

Resume Overview

School Attended
  • Western Governors University
  • Westminster College-ROTC
  • Eagle Gate College
  • Salt Lake Community College
Job Titles Held:
  • Fidelity Investments
  • Medical Assistant
  • Data Conversion Operator
Degrees
  • Bachelor of Science
  • Associate of Science
  • Associate of Science

Similar Resume

View All
Ultra High Net Worth Investment Associate
High Net Worth Affluent Segment Director (Product/Personal Lines)
High Net Worth Client Manager