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Yyyyyy x. yyyyyy                     0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx                                                                                          abc@xyz.com

 

Career Objective                                                                                            

Financial Services Specialist eager to contribute dynamic business development, customer service and administrative skills toward assisting the employer in maximizing results.

 

Profile                                                                                                              

Ø  Offer progressive experience in the financial field, with comprehensive brokerage/insurance background.

Ø  Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

Ø  Exceptional ability to research and evaluate industry trends and products and use findings toward designing and executing innovative strategies.

Ø  Dynamic communication, presentation, relationship building and problem-solving abilities.

Ø  Excel at interacting with broad populations including senior management, staff and clients.

Ø  Series 11, Health & Life License.

 

Professional Experience                                                                               

Senior Sales Associate - AXA Advisor, LLC                                                                  2004-Present

  Contribute dynamic communication and analytical skills in preparing service confirmation agreements, opening new accounts and liaising with management and customers for approvals.

  Effectively plan, coordinate and facilitate all billing and documentation with operations, accounting and legal departments for order processing.

  Proficiently complete applications and sales materials for financial services including: life insurance, term care retirement savings plans accumulators and 529 education saving plans, demonstrating solid industry expertise and organizational abilities in achieving operational goals and timelines.

  Conduct comprehensive stock and funds research and prepare clients financial analysis reports.

  Successfully promoted superior service and exceptional customer satisfaction by promptly responding to customer inquiries, troubleshooting problems and delivering account information.

  Build and establish key relationships and interface effectively between legal, A/R, sales and operations departments.

 

Senior Sales Assistant (Temporary Position) - Oppenheimer & Co.                                 2003

  Maintained full accountability for all aspects of client portfolio management and reconciliation.

  Applied detail-oriented and multitasking skills toward preparing/sending monthly reports of account review, market tracking and reconciliation of client holdings across various sub accounts, as well as analyzing and resolving any discrepancies.

  Steered the opening, maintenance and trade settlements of client accounts, with strong focus on optimizing productivity and efficiency.

  Resourcefully provided timely availability of client instructions for various settlements cycle exchange trade confirmations and subsequent settlement of open funds and securities positions.

 

Sales Assistant - Joseph Stevens Investments Inc.                                                        2000-2001

  Directly supported 10 senior partners and brokers with sales assistance and operational functions.

  Liaised effectively between clients, registered representatives, operations and compliance departments to resolve account discrepancies and respond to inquires, contributing strong communication skills.

  Efficiently processed and maintained required documentation to ensure accounts are in good standing.

 

Pricing Evaluation Analyst - Morgan Stanley Dean Witter                                              1987-1999

  Directly collaborated with Morgan Stanley Dean Witter Financial Advisors, providing support for all stocks/bonds, dividends and factors posted to the clients statements.

  Successfully maintained, reviewed and updated 900+ policies and endorsements on a daily basis.

  Satisfied all underwriting requirements, promoting expeditious issuance and delivery of policies on wired insurance/annuity orders.

  Applied strong analytical and detail-oriented skills toward proficiently correcting trading discrepancies.

  Relied upon to lend expertise toward actively training, mentoring and supervising staff, playing a solid role in supporting the development of top-performing team members.

 

Technical Skills                                                                                              

WordPerfect 6.0, Microsoft Word, Lotus 1-2-3 Microsoft Excel 5.0, Bloomberg, ILX station, Bridge station, NetXPro, Edox, Morning Star software

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