LiveCareer
LiveCareer
  • Dashboard
  • Jobs
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Education
      • Administrative
      • Medical
      • Human Resources
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Nursing
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • View All
    • Resume Services
    • Resume Formats
    • Resume Review
    • How to Write a Resume
    • CV Examples
    • Resume Objectives
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • Business Operations
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Jobs
    • Mobile App
    • Job Search
    • Job Apply Tool
    • Salary Calculator
    • Business Letters
    • Job Descriptions
  • Questions
  • Resources
  • About
  • Contact
  • 0Notifications
    • Notifications

      0 New
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Mutual Fund Client Service Specialist
Please provide a type of job or location to search!
SEARCH

Mutual Fund Client Service Specialist Resume Example

Resume Score: 60%

Love this resume?Build Your Own Now
MUTUAL FUND CLIENT SERVICE SPECIALIST
Summary
Eager to apply Business Finance/Customer Service skills to a successful and ambitious company Highly motivated, enthusiastic, and goal-oriented, accompanied by a very positive attitude Excellent communication skills for a team player environment Documented history of good work ethics and reliability
Experience
Mutual Fund Client Service Specialist
June 2008 to Current
Atlantic Fund Services - Portland, Maine
  • Interact with mutual fund advisors to develop and enhance fund reporting Analyze daily fund activity & project fund cash flow for our clients Consistently and accurately create and provide daily, monthly, and quarterly analysis Manage the automated broker trade file process Consult with intermediaries and coworkers to resolve time sensitive morning trading issues in order to meet strict market deadlines.
Real Estate Licensed Associate Broker
May 2007 to January 2013
  • Most recently affiliated with Better Homes & Gardens Windham, Maine Specialized in working directly with first-time home buyers Successfully built up a loyal and trusting client base Awarded Top Listing & Buyers Agent of the Month on several occasions from 2007-2010 Awarded Coldwell Banker Team Real Estate “Rookie of the Year” 2008 Personally bought and sold several investment properties successfully for a profit Owned and managed 9 rental units at one time.
Mutual Fund Operations Supervisor
December 2003 to May 2008
Citigroup Mutual Fund Services - Portland, Maine
  • Hired and managed 5 employees for distribution department.
  • Supervised distribution work flow process Responsible for ensuring compliance with anti-money laundering laws Implemented and enhanced data imaging system for operations department.
Shareholder Services Representative
December 2001 to October 2003
Forum Financial Group - Portland, Maine
  • acquired by Citigroup in 2003 Accurately responded to and fulfilled time-sensitive shareholder requests Consistently received 15-20 incoming shareholder calls on a daily basis Was relied upon to process our most complex mutual funds.
Inventory Specialist
October 1999 to March 2002
The Home Depot - Portland, Maine
  • Managed daily stock reports in order to maintain accurate inventory records Facilitated management with ordering inventory for department to ensure we were fully stocked with product at all times Forecast seasonal merchandise needs for department Developed and maintained presentation of product.
Certified Sales Professional/Interim Manager
June 1998 to March 1999
Three Day Blinds Corporation - Westminster, Colorado
  • Trained new employees Managed the Westminster office after only 6 months of employment Sold window treatments to homeowners and contractors Interacted with up to 30 customers during the course of a day Acquired exceptional customer service and communication skills.
Education
Bachelor of Science : Business Administration Marketing, May 1998University of Maine - Orono, Maine
Additional Information
  • Licenses & Affiliations Maine Real Estate Associate Brokers License May 2007 to Current Maine Board of Realtors May 2007 to December 2013 SEC Series 6 Securities License June 2002 to May 2008
Build Your Own Now

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.

Resume Overview

Companies Worked For:

  • Atlantic Fund Services
  • Citigroup Mutual Fund Services
  • Forum Financial Group
  • The Home Depot
  • Three Day Blinds Corporation

School Attended

  • University of Maine

Job Titles Held:

  • Mutual Fund Client Service Specialist
  • Real Estate Licensed Associate Broker
  • Mutual Fund Operations Supervisor
  • Shareholder Services Representative
  • Inventory Specialist
  • Certified Sales Professional/Interim Manager

Degrees

  • Bachelor of Science : Business Administration Marketing , May 1998

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Mutual-Fund-Trade-Review-Principle-resume-sample

Mutual Fund Trade Review Principle

Primerica

Atlanta, Georgia

Mutual-Fund-Operations-Analyst-resume-sample

Mutual Fund Operations Analyst

Munder Capital Management

Troy, Michigan

Mutual-Fund-Operations-resume-sample

Mutual Fund Operations

JP Morgan

Dublin, Ohio

About
  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
Help & Support
  • Work Here
  • Contact Us
  • FAQs
Languages
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
Customer Service
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2021, Bold Limited. All rights reserved.