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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
A highly motivated, experienced Senior Investment Associate with skills in management, client-relationships and marketing. Over 25 year's in the securities industry. Over 3 year's management experience. Skilled at handling multiple tasks and projects simultaneously.
Skills
  • FINRA Series 7 License
  • NASAA Series 63 License
  • NASAA Series 65 License
  • Various sales training
  • Insurance Licensed
  • Energetic and proactive
  • Proficient in Microsoft Word, Outlook, Internet, Scheduling programs and industry specific software
  • Extremely organized
  • Excellent work ethic
  • Strong interpersonal skills
Work History
11/1999 to Current Senior Investment Associate Groupm | Birmingham, AL,
  • Work with (2) senior investment officers and Branch Director in all aspects of the Brokerage Profession.
  • Highly proficient in assisting clients with all types of investment account transactions  buying and selling on the Stock Exchange.
  • Strong communication and organizational skills evidenced by quality customer service and the  ability to establish rapport with clients as well as communicate professionally on daily basis by phone, meetings, or letters to clients.
  • Skilled with problem solving, focusing on details and deadline oriented.
  •   Hold responsibility of Notary Public.
01/1993 to 11/1999 Senior Registered Client Associate Ubs | Saint Paul, MN,
  • Held the position of Operations Manager.
  • Hired and managed support staff
  • Managed daily office operations.
  • Assisted Financial Advisors with issues regarding order entry or staff

 

Education
Expected in Series 7, 63, 65, and Insurance Licensed Various Sales Training MSU - Billings | MSU, Billings, MT GPA:

Expected in 1977 High School Diploma | Laramie Senior High, Laramie, WY GPA:

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School Attended

  • MSU
  • Laramie Senior High

Job Titles Held:

  • Senior Investment Associate
  • Senior Registered Client Associate

Degrees

  • Series 7, 63, 65, and Insurance Licensed Various Sales Training MSU - Billings
  • High School Diploma

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