Financial Services Associate Resume Example

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Financial Services Associate Resume Example (Full Text Version)

Rolien Gasner

Email address: hello@kickresume.com
Phone number: 555-555-5555

Profile

Results-oriented and highly motivated Financial Services Associate with a track record of delivering exceptional financial advice to clients, conducting thorough portfolio analysis, and executing transactions. Skilled in communication, negotiation, teamwork, and time management. Currently pursuing a Financial Services Associate role at an organization that values growth and offers professional development opportunities.

Work experience

06/2016 - 05/2019, Financial Services Associate, Virtu Financial, Ltd., Washington, D.C., United States
  • Offered expert financial advice to clients regarding investments, guaranteeing top-notch customer service and satisfaction.
  • Analyzed financial portfolios and engaged in discussions with clients to pinpoint and establish their financial objectives and aspirations.
  • Carried out annual credit assessments, executed transactions, and safeguarded clients' sensitive documents and information.
  • Initiated new accounts, drew in fresh clientele, addressed client concerns, and collaborated closely with fellow finance experts.
  • Achieved the status of #1 Financial Services Associate within the company by consistently surpassing all financial sales targets.

Education

09/2012 - 05/2016, Accounting & Finance, American University, Washington, D.C., United States
  • Achieved a GPA of 3.98, ranking in the top 5% of the program.
  • Received the 2015 Academic Excellence Award.
  • Active member of Business Club, Economics Society, and Volleyball Club.
09/2008 - 05/2012, High School, Montessori Lyceum Amsterdam, Amsterdam, Netherlands
  • Achieved Graduation with Distinction, receiving Grade 1 (equivalent to an A/excellent) in all 4 subjects.
  • Recognized as the recipient of the 2012 Best Graduate Award.
  • Engaged in extracurricular activities including Dance Club, Fitness Club, and Tennis Club.

Skills

Languages
Dutch
English
French
German
Computer Skills
Microsoft Office
Quicken Deluxe, CountAbout
Xero, Moneyspire
Banktivity, KMyMoney
Interpersonal Skills
Ability to Work under Pressure
Communication Skills
Detail-oriented
Good Team Player
Multitasking
Time Management

Volunteering

09/2010 - 05/2012, Class Treasurer, Montessori Lyceum Amsterdam, Amsterdam, Netherlands

Certificates

05/2016, Chartered Financial Analyst, CFA Institute

Hobbies

Exploring distant lands
Getting lost in a good book
Every kind of sport

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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