[First Name] [Last Name]
Contact Address: [street]
[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
Email Address: [[email protected]]
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Career Objective:
To work as a client associate and bridge the gap of communication between the employer, company members, and clients using my management, organizational, analytical, communication and computer skills collected from 3+ years of experience.
Core Competencies:
- Comprehensive knowledge of sales and financial services
- Well versed in budgeting, accounting and financial planning
- Excellent business planning with strong management skills
- Possess strong computer knowledge with sound written and verbal communication skills
- Superior client service, organizational and interpersonal skills
- Ability to handle multiple tasks with good problem solving skills
Work Experience:
Organization: Tech Solutions, Georgina
Duration: July 2013 till date
Designation: Client Associate
- Handle the tasks of answering calls, responding to clients request and taking messages
- Responsible for communicating clients on regular basis to provide best customer service
- Perform the tasks of taking orders and providing market quotes within the guidelines of the management team
- Handle responsibilities of preparing various correspondences for financial advisor
- Responsible for maintaining files on clients products and services
- Handle the tasks of assisting in providing training sessions of less experienced staff under the instructions of the management
- Responsible for investigating as well as resolving operational issues
- Perform the tasks of obtaining product and investment information for financial advisor
Organization: Valmont Group Inc, Georgina
Duration: March 2011 to June 2013
Designation: Junior Client Associate
- Responsible for handling daily operations of the organization pertaining to client service and financial advisor support
- Provide support to the financial advisor by providing information of business and products of clients
- Handle responsibilities of providing account information to financial advisors and clients
- Perform essential administrative and clerical tasks like responding calls, filing and processing forms
- Handle the tasks of drafting clients correspondence as well as review financial reports
- Responsible for preparing expenses and clients deliverable reports
Educational Summary:
- Achieved bachelor’s degree in Accounting
University of Georgina in the year 2010
Reference:
On request.