Financial Services Associate Resume Example

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Financial Services Associate Resume Example (Text version)

Rolien Gasner

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

Profile

Performance-driven and motivated Financial Services Associate with a proven track record of extraordinary achievements in providing professional financial advice to clients, completing financial portfolio analysis, and processing transactions. Effective communicator and negotiator with great teamwork and time management abilities. Rolien is presently seeking a Financial Services Associate position with an institution which offers flexibility and opportunity to grow both personally and professionally.

Work experience

06/2016 - 05/2019, Financial Services Associate, Virtu Financial, Ltd., Washington, D.C., United States
  • Provided professional financial advice to clients on their investments, ensuring the all-time great customer service and experience.
  • Conducted financial portfolio analysis and communicated with clients in order to identify and define their financial needs and goals.
  • Completed yearly credit reviews, processed transactions, and maintained clients' confidential documents and records.
  • Opened new accounts, attracted new customers, resolved clients' inquiries, and worked closely with other finance professionals.
  • Ranked as a #1 Financial Services Associate at the company for meeting and exceeding all financial sales goals.

Education

09/2012 - 05/2016, Accounting & Finance, American University, Washington, D.C., United States

GPA: 3.98 (Top 5% of the Program)

The 2015 Academic Excellence Award winner

Clubs and Societies: Business Club, Economics Society, Volleyball Club

09/2008 - 05/2012, High School, Montessori Lyceum Amsterdam, Amsterdam, Netherlands

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2012 Best Graduate Award winner

Activities: Dance Club, Fitness Club, 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

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