senior registered client service associate resume example with 20+ years of experience
- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
- :
I began working as an intern at Dean Witter in 1989, when I was in high school, and am currently working as a Senior Registered Client Service Associate at UBS Financial Services. With the exception of a three year stint as a manager at KFC, I have spent my entire adult life in the financial industry. I worked as an intern, receptionist, and cashier before becoming a CSA. I am experienced in all aspects of the admin side of this business. I am a CSA coach for two branches.
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Morgan Stanley – Sherman Oaks, CA
Client relations, problem analysis and resolution, inflows and outflows, team management, peer training, product analysis, time efficiency and productivity.
Ubs – Redlands, CA Client relations, problem analysis and resolution, inflows and outflows, team management, peer training, product analysis, time efficiency and productivity.
Cetera Financial Group – Endicott, NY Client relations, account inflows and outflows, assisted financial advisors to effectively run their businesses.
Books-A-Million, Inc. – Buford, GA
Increased my knowledge of managing people, time, inventory, food preparation, operating costs, controlling costs, team work, cleanliness and sanitation.
Successfully increased the number of customers served in the drive-thru by 25% in one year.
Held a Serve Safe Food Certification.
KFC – City, STATE Learned about managing people, time, inventory, food preparation, operating costs, controlling costs, team work, cleanliness and sanitation.
Dean Witter – City, STATE Worked my way up from an intern when I was a senior in high school to the branch's cashier, processing all incoming and outgoing checks, account transfers, wire transfers, and stock certificates. I was the back up wire operator, new accounts clerk, mailroom clerk, and back up to the assistant operations manager.
Mission College - Santa Clara, CA
College of San Mateo - San Mateo, CA
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Resume Overview
School Attended
- Mission College
- College of San Mateo
Job Titles Held:
- Senior Registered Client Service Associate
- Senior Registered Client Service Associate
- Registered Sales Assistant
- Manager/Co-owner
- Co-Manager
- Intern / Receptionist / Operations
Degrees
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