yyyyyy x. yyyyyy
(xxx-xxx-xxxx • firstname.lastname@example.org
details-focused b.a. in business management & finance candidate eager to offer 6+ years of proven, cross-functional financial analysis, consulting, process improvement, internal business relations, and client / customer service experience within high-profile financial firms toward optimizing a progressive employer s bottom-line performance.
profile of qualifications
top-performer who develops, analyzes, and interprets key data to attain maximum profits in coordination with set objectives.
integral leader who makes sound decisions to reflect positively on business profitability, corporate well-being, and client satisfaction.
excellent communicator who evaluates workflow methods to streamline project processes within deadline-driven environments.
ambitious self-starter who demonstrates superior attention-to-detail and strong analytical abilities.
key areas of expertise
business analysis / consulting shareholder account support client / customer service regulatory compliance
program / process improvement process management business communications workflow prioritization
data / records management internal business relations research / analysis strategy development
applied dynamic organizational talents toward inputting e*trade and td ameritrade confirms; reviewing confirms from brokerage to determine accurate feed transactions; reviewing non-automated confirms; and forwarding select items to senior staff as required.
expertly reviewed fidelity, merrill lynch, and charles schwab confirms, along with evaluating terminated employee confirms and coordinating lists of related terminations for executive-level review.
junior business analyst / consultant
ensured seamless business processes by reviewing existing client business records and researching data to update core databases.
played a vital role in sustaining fiscal operations by interfacing with colleagues and internal business partners to include participating in valuable team meetings to focus on process improvements, as well as performing hands-on validation and process management.
client relations specialist / consultant
contributed scope of financial services knowledge toward employing tactical research techniques to efficiently handle client inquiries and transaction errors, along with interacting among internal departments to obtain conclusive data regarding key issues.
optimized data management efforts by completing daily reports, adjustments, and maintenance for existing shareholder accounts.
delivered superior customer service to account holders, brokers, and additional parties via multiple modes of correspondence.
special handling representative
supported special projects for outside business partners to provide targeted consultative assistance for existing clients with diverse inquiries regarding company-held accounts, along with guaranteeing consistent, high-quality customer relations for investor services.
drove services revenue by contributing to maintenance, sales, and interest-earning program success for existing shareholders.
processing clerk / consultant
utilized comprehensive business knowledge to receive documentation from broker dealers and execute transactions from existing shareholder accounts to include liaising between brokers and shareholders to attain necessary data to complete requests.
achieved high rates of transactions processed for company by developing and implementing a new, results-focused strategy.
education & technical summary
b.a., business management & finance (in progress) new jersey city university
microsoft office suite • adobe reader • lotus notes • internet applications
yyyyyy x. yyyyyy
(xxx-xxx-xxxx • email@example.com
hiring agent name
i am currently seeking a challenging [ insert job title ] role, and am submitting my resume for your review.
i am excited to build a rewarding career with your organization, and am confident that my cross-functional professional skills can achieve your key objectives. i can offer 6+ years of solid experience in financial analysis, consulting, and process improvement, and am well-versed in all facets of internal business relations, regulatory compliance, and client services.
to complement my background, please note that i am pursuing a rigorous b.a. in business management & finance from new jersey city university.
during my career, i have worked in compliance, business analyst, client relations, and consulting roles for such high-profile financial firms as hsbc, morgan stanley, the bank of new york, and mellon investor services. within these positions, i demonstrated my broad scope of business and finance knowledge toward organizing and inputting e*trade and td ameritrade confirms; interfacing with colleagues and internal business partners to focus on strategic process improvements and hands-on validations; and employing tactical research techniques to effectively handle diverse client inquiries and transaction errors . as this is just a sampling of my job history, please kindly refer to my enclosed resume for additional experience.
you will find me to be a results-focused professional who can contribute superior attention-to-detail and sharp analytical abilities. in addition, i can plan, delegate, and complete multiple financial tasks within deadline-driven environments while streamlining business processes to increase productivity, efficiency, and quality. for the sum of these aforementioned reasons, i believe i will prove to be an incredible asset to your team.
i look forward to hearing from you, and thank you in advance for your time and consideration.
nija e. stewart
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