Financial Services Associate Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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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

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

Milan Šaržík, CPRW

Certified Professional Résumé Writer

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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