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

                                                                                                                                                  xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

objective

experienced financial services professional eager to contribute dynamic operations, administrative and coordination skills in a challenging management assignment.

 

career profile

ø  over 18 years of financial services industry experience.

ø  bachelor s degree in business administration focusing on management.

ø  certified fund specialist (cfs); series 6 and 63 licenses.

ø  served on sarbanes-oxley reporting function team, including two years as team lead.

ø  project management experience in fund mergers, commission research and prospectus reviews, among others.

ø  knowledgeable in student loans, mutual funds, retirement accounts and annuity investments.

ø  skilled in exceptional customer service and complaint resolution.

ø  well-versed in financial reporting, payment processing and documentation.

ø  notable coordinator and facilitator with strong leadership skills.

ø  expertise in truth-in-lending disclosures and regulatory compliance.

ø  well-organized multi-tasker with strong detail orientation.

ø  self-motivated, self-directed.

ø  strong business unit operations capabilities; contributor in critical process improvement.

ø  adept in relationship development and facilitating repeat business.

 

professional experience

tiaa-cref                                                                                                                                 2007 - present

individual consultant, inbound

      for retirement account clientele, analyze data, identify services required and explain options, and perform on-line transactions; hold 93% distinctive rating on 2008-2009 scorecard.

      utilize customer base to develop networking/referral business and grow company; $6mm+ in growth referrals recorded to date.

      have achieved over $1mm in sales and referred over $8mm in growth business during 2008-2010 period.

      maintained distinctive rating of 80% during 2009 - 2010 and received distinctiveness award for 90%-100% score during year.

      coordinate with other departments to resolve complaints and research items for participants.

      achieved all state and district licensure for life, health and disability insurance.

 

great-west retirement services                                                                                                               2007

implementation manager

         provided qa to clientele, utilizing weekly calls to maintain communication and support; implement new 401(k) plans.

         held responsibility for transfer of plan assets and records from preceding account management.

 

columbia management services inc. (subsidiary of bank of america)                                               2000 - 2007

senior key client specialist & transition manager (year-2007)

       as assistant manager for the key client group, developed work schedules, monitored calls for qa purposes and assisted with resolving issues.

       worked with associates to develop wide-ranging client service skill sets, particularly in areas of communication and active listening.

       managed calls from high-level brokers and high-net-worth clientele, meeting/exceeding service levels on a regular basis; additionally served as retirement plan specialist.

yyyyyy x. yyyyyy

page two

 

 

key client specialist (year-year)

      as fund specialist, provided fund-specific training, particularly for specialized call center support, and addressed complex fund-related queries from various parties.

      often called upon as subject expert for questions on procedures, historical data or fund-specific information.

      managed calls from high-level brokers, high-net-worth clientele and service associates; met/exceeded service goals on regular basis.

      also prepared adjustments, oversaw processing qc and provided back-up to 529 service group.

 

client services representative (2000-year)

      in this role, oversaw/managed calls from clientele, financial advisors and internal departments; consistently met/exceeded service objectives.

      served as information source for procedural issues, fund-specific questions and any historical data.

      developed any required adjustments, managed quality control for items being processed and backed-up 529 service group.

 

 

additionally, for columbia management, participated in three successful system testing projects, including converting accounts from two mergers and transitioning to new database.  as team lead, distributed mutual fund management assignments to various consultants and provided continuous follow-up oversight, resulting in project completion two-weeks earlier than projected. 

 

served on company-wide project to assure company regulatory compliance and to assist in call center transition from denver to rhode island.  assisted with organizing/writing procedures for company intranet as well as for outdated material.   on daily basis, reviewed 7-10 reports, including those for sox, as part of compliance requirements and other company activities. 

 

spearheaded written correspondence responsibilities, including analysis of adjustments and determining company gain/loss.   oversaw work scheduling to assure all items were managed efficiently and effectively.  as a function of mentoring role, trainees monitored call center activity. 

 

during this time, obtained certified fund specialist (cfs) designation as well as series 6 and 63 licenses.

 

 

 

education


adams state college, alamosa, co

bachelor of science, business administration (management)

 

 

other experience


prior to 2000, served unipac (nelnet) as vice president/acting vice president of motivational committee, receiving recognition for employee motivation activities and for service in the community.  earlier, assisted company in client services, account maintenance and audit departments, and served in billing transition activities as well as with the y2k project.

 

 

 


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

                                                                                                                                                  xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

 

cover letter text

 

date

 

 

 

hiring agent name

title

company name

address

city, state   zip code

 

dear                   :

 

i am currently seeking a challenging career opportunity in a financial management capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include a bachelor s degree in business administration and over 18 years of mutual fund, student loan, retirement account and annuity investment experience.  to complement this background, i possess staff and department supervision, analytical, problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined team player, committed to supporting you in achieving your objectives through superior performance. 

 

i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.

 

 

 

 

sincerely,

 

 

 

yyyyyy x. yyyyyy

 

 

 

 

 

attachment

 

 

 

 

 

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