Client Associate Resume

[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


On request.