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investment manager resume example with 13+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Constantly working to educate myself and others in an endeavor to improve. Proficient in setting up processes and eliminating waste. I truly believe in an open communicative culture where input is always expected. Well-ground Manager with experience successfully optimizing processes and building solid teams to meet business needs and achieve demanding financial targets. Stellar interpersonal and operations oversight skills. Exceptional drive and dedication accomplishing business objectives and exceeding customer expectations. 14+ year history of success in the service industry.

Skills
  • Friendly, positive attitude
  • Excels in team leadership
  • Problem resolution
  • Planning and coordination
  • Client relationship management
  • Employee training
  • Cost and budget analysis
  • Efficient multi-tasker
  • Working collaboratively
  • Issue and conflict resolution
  • Decision-making
  • Relationship building
Education and Training
Indiana State University Terre Haute, IN Expected in : - GPA :
Stephen F Austin State University Nacogdoches, TX Expected in : - GPA :
Experience
Avangrid - Investment Manager
Brunswick, ME, 10/2020 - Current
  • Conducted industry and market research.
  • Analyzed historical and projected financial statements to evaluated past investment performance, forecast outcomes of current investments and advised on future projects.
  • Articulated growth objectives and operating plans.
  • Oversaw preparation of corporate balance sheets, income statements and other financial reports.
  • Invested in property and stocks which when sold profited the company.
Revel Transit - Associate Service Manager
Queens, NY, 02/2017 - 10/2020
  • Simultaneously managed the service department, vehicle make ready department, and parts department.
  • Interviewed, hired, and trained new employees.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Upheld company's high standards for business via leading by example and encouraging team members to adhere to corporate policies.
  • Conducted regular evaluations, investigated misconduct, and addressed performance concerns directly with employees.
  • Set challenging yet attainable goals to encourage continuous staff development.
  • Eliminated inefficiencies and process gaps to improve the function of each department.
  • Led Tesla through important transformative periods focused on customers, employees, and processes resulting in substantial streamlining, process optimization and business profit improvements.
  • Evaluated operational trends and proactively adjusted strategies to maintain alignment between performance and objectives.
  • Employed active listening and communication skills to remedy all conflicts.
Hughes Exterminators - Sprinter Division Service Manager
South Tampa, FL, 05/2015 - 01/2017
  • Greeted and encouraged feedback from customers to implement in-store operational changes.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Prioritized and delegated daily work tasks to meet anticipated project goals.
  • Upheld team productivity and quality objectives by setting and maintaining clear benchmarks for service.
  • Collaborated with customers to offer solutions to service needs.
  • Created written estimates and obtained customer consent to proceed.
  • Monitored employee performance through analysis of key metrics.
  • Delivered positive reinforcement and constructive criticism for employee work efforts.
  • Established and enforced clear safety policies to protect workers from injury.
  • Boosted customer satisfaction scores by rolling out new motivational initiative for team workers.
Germain - Service Manager
Naples, FL, 08/2013 - 05/2015
  • Managed the service and parts departments.
  • Implemented processes to improve customer satisfaction and retention.
  • Assigned and scheduled work of auto service staff handling 50+ vehicles per day.
  • Delivered positive reinforcement and constructive criticism for employee work efforts.
  • Inspected all completed work to assess quality and identify skill gaps.
  • Established and enforced clear safety policies to protect workers from injury.
  • Monitored employee work levels and optimized performance with strategic approaches.
  • Boosted customer satisfaction scores by improving employee morale.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Jerry Seiner Salt Lake City - Service Advisor
Salt Lake City, UT, 08/2012 - 08/2013
  • Built long-term relationships with clients through effective selling, dynamic response, and follow through.
  • Explained amount for expected services and provided detailed answers to customer questions.
  • Recommended additional, useful services to customers, which helped to increase overall sales.
  • Received outstanding feedback for providing attentiveness and patience when assisting dissatisfied customers.
  • Handled telephone inquiries regarding appointments and work in process.
  • Consulted with clients to outline options and obtain permission to proceed with service.
Covert Cadillac - Service Advisor
City, STATE, 07/2008 - 08/2013
  • Recommended additional, useful services to customers, which helped to increase overall sales.
  • Received outstanding feedback for providing attentiveness and patience when assisting dissatisfied customers.
  • Contributed to business growth by confirming customer satisfaction with service and quality.
  • Documented and scoped actions taken to resolve issues after service calls.
  • Responded quickly to customer concerns and complaints.
  • Built long-term relationships with clients through effective selling, dynamic response and follow through.
Accomplishments
  • Created a Tesla customer service training program that I implemented to over 250 employees in Texas, Mexico, and New Mexico. The customer service index for said region improved 23% over all. Later this training program was used nationwide.
  • Traveled to Tesla locations thought Texas to evaluate, provide feedback and implement operational improvements.
  • Promoted to Associate Service Manager at Tesla after 8 months of employment. Received a second promotion to the highest ranking Associate Service Manager.
  • Received excellent or next to excellent reviews every quarter with Tesla. This score is something only obtained by 10% of the employees.
  • Consistently maintained high customer satisfaction ratings while managing Mercedes Sprinter. Upon taking over the department we went from a low national customer service rating to number 1 in the nation.
  • Promoted to Mercedes Sprinter manager after 2 months of employment.
  • Substantially lowered the cost of doing business at Taylor Auto Credit while raising customer satisfaction and employee morale.

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Resume Overview

School Attended

  • Indiana State University
  • Stephen F Austin State University

Job Titles Held:

  • Investment Manager
  • Associate Service Manager
  • Sprinter Division Service Manager
  • Service Manager
  • Service Advisor
  • Service Advisor

Degrees

  • Some College (No Degree)
  • Some College (No Degree)

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