Mutual Fund Client Service Specialist Resume Example
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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 CurrentBoys Town － Kearney , NE
June 2008 to CurrentBoys Town － Kearney , NE
- 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
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 2008NA － City , STATE
December 2003 to May 2008NA － City , STATE
- 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 2003Citigroup Mutual Fund Services － City , STATE
December 2001 to October 2003Citigroup Mutual Fund Services － City , STATE
- 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 2002Forum Financial Group － City , STATE
October 1999 to March 2002Forum Financial Group － City , STATE
- 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 1999The Home Depot － City , STATE
June 1998 to March 1999The Home Depot － City , STATE
- 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 － City, State
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
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Resume Overview
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
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