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yyyyyy x. yyyyyy

543 ellington avenue                                                                                                                     abc@xyz.com

xxxxxx, ca xxxxxx                                                                                                                         (xxx-xxx-xxxx

 

career objective

bilingual series 7 and 63 licensed financial services professional eager to contribute superior communication, business development, and strategic problem-solving skills toward actively supporting the employer in optimizing profitability

profile

ø  offer more than six years of progressive financial services experience, with expertise in client relations, issue investigation and resolution, risk assessment, and staff development; solid understanding of trade operations, securities and their characteristics, and financial sales strategies

ø  work closely with clients to identify and analyze assets and financial goals; provide knowledgeable, customized advice and facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention

ø  strong attention to detail and demonstrated ability to perform multiple concurrent duties in deadline-driven settings

ø  demonstrated ability to assess existing procedures to streamline operations and pioneer innovative process improvements

ø  dynamic communication, presentation, negotiation, and relationship management skills; bilingual in english / spanish

 

~ technical proficiencies ~

ms office (word, excel, powerpoint, access, outlook) ~ beta ~ legacy ~ dropzone ~ iras ~ client central ~ bloomberg

 

~ key achievements ~

  • as one of the division s top 10 performers, survived dramatic corporate restructuring at the xxxxxx office of charles schwab; recipient of numerous certificates of outstanding service and quality control at charles schwab
  • prepared and presented operational essays used in training new charles schwab team members and selected to train newly hired contractors in proprietary internal document archival system, swiss
  • co-developed training procedures and materials to guide and evaluate new associates at fisher investments
  • virtually eliminated incoming/outgoing funds errors by establishing process improvements at round hill securities

professional experience

charles schwab & co., xxxxxx, ca                                                                                                  3/07 c present

client reporting service representative (3/07 c 3/09 & 10/09 c present)

  • provide exceptional internal and external customer service regarding cost basis, tax forms, and statement production; research and respond to inquiries and prepare adjustments
  • authored unrelated business taxable income and canadian unit trusts documentation

move money hotline representative (3/09 c 9/09)

  • entrusted with a broad range of functions relating to money movement and investigating and resolving issues
  • process inbound/outbound domestic wires, funds transfers, money links, deposit verifications; accurately prepare journal entries

 

fisher investments, woodside, ca                                                                                                                     6/05 c 3/07

portfolio accounting associate

  • worked closely with 11 broker dealers throughout the us and uk, as well as internal client services, trading operations, implementation, and data control specialists to efficiently resolve client account issues and complete reconciliations
  • diligently posted corporate actions, dividends, and daily activities into portfolio accounting system

 

round hill securities, alamo, ca                                                                                                                                   3/03 c 6/05

cashier / operations assistant

  • supported nearly 1,000 international clients by processing credit card and checking applications, establishing accounts, verifying deposit requirements, tracking periodic outgoing payments and ira distributions, and performing wire operator duties
  • partnered with brokers and clearing firms to investigate and resolve legal transfer and general account issues

education

bachelor of arts in insert major, xxxxxx state university, xxxxxx, ca                                                 2003

 

associate of arts, city college of xxxxxx, xxxxxx, ca                                                                        2000

 

~ credentials ~

series 7 and 63 licenses

yyyyyy x. yyyyyy

543 ellington avenue                                                                                                                     abc@xyz.com

xxxxxx, ca xxxxxx                                                                                                                         (xxx-xxx-xxxx

 

 

date

 

 

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting insert job title position currently available with insert company.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

 

as discussed, i am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  i believe you will find my depth of knowledge in the financial services industry and superior customer service skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

sincerely,

 

 

 

 

yyyyyy x. yyyyyy

 

 

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