jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom summary skilled financial professional six years financial services industry experience understands highnet worth clients financial needs providing guidance positions services based consultative dialogue resolves problems works well business partners possesses strong time management skills executes monetary transactions great accuracy experience ultrahigh net worth client service specialist 102013 current arrowstreet capital provides guidance affluent investors ranging various topics including asset allocation saving retirement estate planning resolves client issues restoring building relationships service recovery practices works closely relationship consultants understand ensure clients goals objectives met utilizes time effective efficient manner available clients working project initiatives collaborates business partners drive achieve department results performs stock mutual funds etf trades clients great proficiency flagship services client service specialist 062011 102013 identified clients needs using effective listening skills asking open ended questions position products services tailored clients goals objectives assisted assigned representatives working clients provide positive client experience trained coached new team members within department retail services client relationship associate 042010 062011 educate clients vanguards investment philosophy products expanded investment knowledge various trainings elearnings customer interactions keeping date current events within financial industry client relationship associate 102009 042010 american national insurance company provided vanguard clients high quality customer service meet expectations insurance agent 042008 092009 managed book business utilizing time management efficiently made proactive outreach prospects existing clients position products services building maintaining relationships main dining room superintendent 071996 072008 randstad ensured quality service customer satisfaction liaison staff management education bachelor science business management 2008 pennsylvania state university ww smith charitable trust scholars award recipient 340 gpa licences finra series 7 license finra series 6 license nasaa series 63 license