Client Service Associate Resume
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Resume:
SUMMARY
Series , Series and Series Licensed Investment Advisor with experience in supporting sales and brokerage operations. Strong interpersonal and customer service skills. Works well in a team environment and independently. Detail oriented.
Asset Allocation Portfolio Management Risk Management
EXPERIENCE
MORGAN STANLEY SMITH BARNEY, BOCA RATON, FL -
Registered Client Service Associate
Sales and marketing support for top producer in Branch
Coordinate/schedule appointments with vendors and clients
Assist with installation of technology related products and tools
Assist clients in all aspects of financial transactions and account maintenance
Resolve client and operational issues as needed
WACHOVIA SECURITIES, LLC, BOCA RATON, FL -
Registered Account Administrator
Sales support for five Financial Advisors
Operational support for \"the cage\"
Trained new cashier for branch
Suggested enhancements to operation system that increased office efficiency
MANPOWER TEMPORARY PERSONNEL, LAS VEGAS, NV -
Branch Manager Administrative Assistant
Administrative support for Manager of five branches
Maintain personnel files
Prepare for audits
Support management of sales representatives in Nevada and California
CANUM TRAVEL, SAN JOSE, CA
Travel Agent
Expanded company sales to over $ Million
Developed new and expanded existing vendor relationships
Expanded sales to obtain IATAN recognition
Obtained Destination Specialist designation in several destinations
OAK GROVE SCHOOL DISTRICT, SAN JOSE, CA
Categorical Program Specialist
Budget forecasting, preparing financial reports, monitoring and justifying expenditures
Basic bookkeeping and preparing annual budget
Develop and implement staff and parent Tech Ed Program
Received perfect attendance award
Helped develop District wide Technology Use Plan (TUP)
Implemented financial aspects of Federally funded programs such as the School Improvement Plan (SIP)
Grant Reader for Government and privately funded grants
Received funding for Technology grant I wrote
Order office and instructional supplies
EDUCATION AND CERTIFICATION
NASD, Boca Raton, FL
Completed Series exam Completed Series exam, Completed Series exam
Educational Technology Certificate
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