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Online Resumes with "Registered Client Service Associate"
Branch Operations Manager - Financial Services Industry
Experienced branch operations manager and broker sales assistant with goal to provide top level support and assistance to financial advisors for growing firm’s revenues and assets under management while establishing the firm as the firm of choice for all their clients’ needs.
Tags for this Online Resume: Financial Services, Branch Operations Manager, Series 7 and 63, Branch Compliance Officer, Broker-Dealer, Registered Client Service Associate
Sales Representative - 14 Years of Experience - Near 34219
QUALIFICATIONS SUMMARY Performance-driven professional with the ability to achieve and exceed goals in a high-pressure environment. I am seeking a rewarding and challenging career that offers the opportunity for career advancement. * Skilled at analyzing situations and developing strategic solutions to exceed standards. * Proven leadership and team-building skills with the ability to direct teams and manage high-quality rel...
Tags for this Online Resume: Retail, Financial Industry, Annuity, Audit, Compliance
Financial Specialist - 5 Years of Experience - Near 60611
SUMMARY A dedicated and analytical finance professional with demonstrated experience in investment sales, new business development, client service, needs assessments, and presentations, with proficiency in capital markets. Leverages practical experience with exceptional communication skills to build strong working relationships and gain comprehensive understanding of client objectives. Possesses a proven track record of mee...
Tags for this Online Resume: Management, Sales, Sales Support, Support, Wealth Management, Asset Management, Benefit Plans, CIO, Defined Contribution, Investment Opportunities
Personal Financial Advisor
Seeking financial services position that embraces an extensive and comprehensive background in financial planning, customer service and tax regulations. Candidate offers exceptional ability to delivery quality results in fast-paced dynamic market environment.
Tags for this Online Resume: Deposits, Securities, Lacerte, Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Software
Financial Advisor
Tags for this Online Resume: Management, Customer Service, Data Entry, Financial, Financial Services, Sales, Sales Support, Services, Support, Leadership
Administrative Services Manager - 20 Years of Experience - Near 11210
Tags for this Online Resume: Financial, Financial Services, Services, Leadership, Management, Book of business, Business Operations, Customer Service, Data Entry, Distribution
Financial Specialist
Ideal Companies: Google, Apple, Netflix
Tags for this Online Resume: Management, Wealth Management, Customer Relationship Management, Financial, Planning, Portfolio Management, Health Insurance, Insurance, Market Research, Microsoft
Administrative Assistant - 20 Years of Experience - Near 46814
Tags for this Online Resume: Annuity, Insurance, Lacerte, Life Insurance, Management, Microsoft, Microsoft Office, Securities, Series 7, Software