Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
  • Talented Client Relationship Consultant who develops and grows profitability within large and complex client relationships.
  • Advises and consults clients to maximize their service usage and investment opportunities.
  • Well rounded and expert in excelling at interfacing with team members at all levels to meet and exceed team goals.
  • Operates well in a highly-competitive environment in which leadership skills are the key to success.
  • Amiable CRS skilled in creating constructive and cooperative working relationships within a team setting. A solid leader who successfully follows through with team goals and expectations.
  • FINRA Series 7 License
  • FINRA Series 6 License
  • NASAA Series 65
  • Bilingual in English, Urdu and Punjab
  • People-oriented
  • Excellent communication skills
  • Excellent time management skills
  • Flexible
  • Inspiring team MemberGoal-oriented

Created strategies to develop and expand existing customer retention achieved our sales goals well before the dead line. It allowed us to maintain solid relationships, and luxury of time to prepare the pipeline for the next year.

05/2002 to 06/2006 Retirement Plan Specialist Bank Of Blue Valley | Chandler, AZ,
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Also reviewed their current asset mix to determine the performance of asset mix in relationship to the needs and goals of the clients.
  • Encouraged clients to increase contributions to their 401 k plans.Worked with the Plan administrator directly to under the plan rules.
  • Received superior customer service satisfaction scores for consecutive quarters
05/1997 to 02/2002 Registered Correspondence Specialist Janus | City, STATE,

Addressed customer service inquiries in a timely and accurate fashion.

Developed relationships with all departments through clear communication.

Assisted in creating a new and improved product website that reduced average call time.

Expected in 1986 Master of Arts | Political Science Government College University, Lahore, Punjab GPA:

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Resume Overview

School Attended

  • Government College University

Job Titles Held:

  • Retirement Plan Specialist
  • Registered Correspondence Specialist


  • Master of Arts

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