Registered Client Service Associate resume example with 19+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
To obtain a position where my years of experience in the client support environment and proven track record of maintaining and developing new businesses can be fully utilized. Results-oriented, high-energy, hands-on professional, with a successful record of accomplishments in client support. Major strengths include strong leadership, excellent communication skills, strong team player, attention to detail, compliance in all regulated environment and supervisory skills.
Microsoft Word for Windows, Excel, Power Point, Access, Adobe PageMaker 6.5, Adobe Photoshop, Dreamweaver, Visio, Unix, Oracle 9i and Developer 2000.
Registered Client Service Associate, 05/2012 - Current
Morgan Stanley Sewickley, PA,
  • Serve as primary contact to investment clients and prospects.
  • Provide all operational services and support for client accounts.
  • Provide Financial Advisors with presentations and seminars, aide in the implementation of marketing materials for prospects.
  • Referring clients to other lines of banking division to enhance the relationship.
  • Work with Financial Advisors to efficiently manage their book of business to increase their revenue for the bank.
  • Conduct monthly audits to make sure that client objectives are in consideration with the investments being offered by the brokers.
  • Work directly with the Financial Advisors to manage their book of business worth 40 million.
Relationship Banker II, 05/2004 - 05/2012
Community Trust Bank Farmerville, LA,
  • Serve as primary contact to retail, commercial, and prospect clients.
  • New account opening and cross sale of other banking products and services.
  • Referring identified client needs to other lines of banking divisions.
  • Proactively cold calling the clients to introduce the new products and services to increase branch revenue.
  • Conduct meetings with commercial bankers and introduce the banking products to the commercial clients to enhance the banking relationship.
  • Accomplishments.
  • Ranked in top 10 among 82 reps for 7 straight years, exceeding sales quotas a month.
  • Winner of best sales representative of the year reward 3 straight years and first quarter in 2011.
  • Increased branch non-interest income by 10% with the sale of banking products and excellent client service skills.
  • Increased the loan portfolio for the branch by $800,000 within 7 months.
  • Increased net deposit portfolio for the branch by $1.7 million for the quarter by proven sales skills.
  • Training new hires and branch personals to be experts in their job performance to be successful in the company.
Private Banker, 01/2003 - 01/2004
Sterling Bancorp Long Island City, NY,
  • Conduct outside sales calls to bring in new business.
  • Performing operational tasks of the branch that includes reconciliation and monitoring of Federal Reserve account.
  • Opening new consumer, business accounts and creating CIF's, entering new accounts in the system using Impact.
  • Performing many tasks using Impact such as change of address, customer account information, posting stop payments, and loan information.
  • Assisted in reception handling high volume customer calls.
Technical Writer/ Web Developer, 01/2000 - 01/2002
  • Responsibilities include creating, editing and verifying product and service documentation.
  • Documentation types include: hardware and software user and service manuals, online help and tutorials, programming/configuration/installation documents, requirement documents and reference documents.
  • Work out various researches for giving the accurate description of the erection, installation, removal as well as maintenance of different genres of hardware.
  • Supply wiring figures outlines along with part breakdown sketches for illustrations.
  • Scripting interactive on-line help and tutorial packages.
  • Installation and maintenance of computer, security, and telecommunications systems.
Education and Training
B.S: Computer Information Systems, Expected in 2001
Strayer University - ,
Computer Information Systems
: , Expected in 1997
Northern Virginia Community College - ,
DBA Training, Completed First DBA exam in India
: Series 7-General Securities Registered Representative, Expected in 2016
- ,
Dreamweaver, Adobe PageMaker 6.5, Adobe Photoshop, banking, book, cold calling, hardware, client, clients, DBA, Documentation, editing, Financial, investments, marketing materials, meetings, Access, Excel, Power Point, Windows, Microsoft Word, online help, Oracle 9, Developer 2000, outside sales, presentations, programming, reception, requirement, retail, sales skills, sales, Securities, seminars, Scripting, telecommunications, Unix, Visio, wiring

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Resume Overview

School Attended

  • Strayer University
  • Northern Virginia Community College

Job Titles Held:

  • Registered Client Service Associate
  • Relationship Banker II
  • Private Banker
  • Technical Writer/ Web Developer


  • B.S

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