Financial Services Associate Resume Sample
Liam Cassin
32594 Jimmy Locks,
Philadelphia,
PA
+1 (555) 322 3725
Work Experience
Financial Services Associate
05/2016
-
PRESENT
Dallas, TX
- Understanding various application based solutions in one or more specific modules, as well as the common Industry issues facing clients
- Participating in proposal development efforts for client engagement opportunities
- Provides professional and courteous office support to the department. This includes, but is not limited to: answers phones, routes calls and documents, takes messages, files, scans and handles mailings
- Supports Front Desk and Conference Center in the absence of the Conference Center Coordinator. This includes reception area responsibilities, maintains security of the reception area, monitors and responds to conference center reservations requests, works with catering vendors and sets rooms as requested
- Values.Demonstrates in word and action the Y’s core values of caring, honesty, respect, and responsibility and a commitment to the Y’s mission, in all matters at all times
- Inclusion.Values all people for their unique talents, and takes an active role in promoting practices that support diversity, inclusion, and cultural competence
- Relationships.Builds authentic relationships in the service of enhancing individual and team performance to support the Y's work
Associate Financial Advisory Services
03/2012
-
01/2016
Detroit, MI
- Communication.Listens and expresses self effectively and in a manner that reflects a true understanding of the needs of the audience
- Quality Results.Demonstrates and fosters a strong commitment to achieving goals in a manner that provides quality experiences
- Change Capacity.Leads self and others through change by navigating ambiguity appropriately and adapting well to new situations, obstacles, and opportunities
- Emotional Maturity.Demonstrates effective interpersonal skills
- Self-Development. Is dedicated to the improvement of own capabilities and demonstrates this through the continual expansion of knowledge and skills
- Values.Demonstrates in word and action the Y’s core values of caring,honesty,respect, and responsibility and a commitment to the Y’s mission, in all matters atalltimes
- Inclusion.Values all people for their unique talents, and takes an active roleinpromoting practices that support diversity, inclusion, and culturalcompetence
- Relationships.Builds authentic relationships in the service of enhancing individualandteam performance to support the Y'swork
- Communication.Listens and expresses self effectively and in a manner that reflectsatrue understanding of the needs of theaudience
Associate Partner Financial Services
05/2005
-
10/2011
Detroit, MI
- Quality Results.Demonstrates and fosters a strong commitment to achieving goalsina manner that provides qualityexperiences
- Change Capacity.Leads self and others through change by navigatingambiguityappropriately and adapting well to new situations, obstacles, andopportunities
- Emotional Maturity.Demonstrates effective interpersonalskills
- Self Development.Is dedicated to the improvement of own capabilitiesanddemonstrates this through the continual expansion of knowledge andskills
- Contact customers regarding aged invoices, disputes, and unresolved issues
- Contact Contracting Officer & government agencies and access government portals to obtain payment status and disputes
- Review and release of pending sales orders. Coordinate communication with Sales and customers
- Manage portfolio of accounts receivable (AR) to maximize AR performance matrix, working capital, DSO goal, and cash flow
Education
Kaplan University - Council Bluffs Campus
2001 - 2005
Bachelor's Degree in Information Technology
Professional Skills
- Interpret patient invoices Strong customer service skills
- Prior investment banking, valuation or related experience
- Experience in Leadership, Communication, Financial Market Knowledge, Sales experience
- Solid experience with delivering experience strategy and digital solutions (mobile, web, portal)
- Working experience in either telephone banking or in a retail branch
- Experience dealing with high work volumes and tight deadlines in a continually changing environment
- Verify 3 separate elements of the patient account including the patient’s date of birth, prior to speaking with clients
How to write Financial Services Associate Resume
Financial Services Associate role is responsible for customer, government, travel, insurance, regulatory, reporting, mainframe, retail, finance, credit.
To write great resume for financial services associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Services Associate Resume
The section contact information is important in your financial services associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Services Associate Resume
The section work experience is an essential part of your financial services associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial services associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Services Associate resume experience can include:
- Excellent communication and customer relationship management skills
- Maintain strong understanding of requirements of regulatory bodies including FINRA, SEC, IRS, state insurance agencies, etc
- Reconcile account and payment to ensure the account receivable is valid and correct according to customers’ remits and payments
- Experience managing analysts or other personnel
- Commercial Credit and Collection experience
- Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities)
Education on a Financial Services Associate Resume
Make sure to make education a priority on your financial services associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Services Associate Resume
When listing skills on your financial services associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial services associate skills:
- Effective communication skills and demonstrated attention to detail
- Exceptional interpersonal skills with a demonstrated ability to gain the confidence and respect of team members and clients
- Solid experience in digital transformation in major organizations, including intimate knowledge of current industry trends and challenges
- Effectively make productive outside sales calls necessary to grow the company’s small business banking portfolio
- Capable of shaping the customer experience and efficiently process transactions
- Keen problem solvers with the ability to demonstrate empathy and understanding with each customer interaction
List of Typical Experience For a Financial Services Associate Resume
1
Experience For Associate Financial Advisory Services Resume
- Working knowledge of Navy Federal/NFFG products and services
- Participate in packaging/mailing, tracking and recording results of post-interview surveys to members/clients
- Partner with Sales, Operation and Billing Teams to resolve and reconcile invoicing disputes and discrepancies
- Supervise team members through training, coaching and critical review
- Release order after resolving past due situation
- Proficient using Microsoft Office Suite (Word, Excel, etc.)
- Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
2
Experience For Patient Financial Services Associate Resume
- Ensures customer problems are handled appropriately, escalating issues when necessary
- Entrepreneurial attitude: desire and willingness to support a growing practice
- Upon completion of training and achievement of objectives, Prudential offers work from home opportunities
- Completion of training on TES, PIRs and denial management
- Knowledge of payer and regulatory guidelines for medical insurance claims processing and reimbursement
3
Experience For Associate Partner Financial Services Resume
- Knowledge of the processes and procedures related to the eligibility requirements of various insurance entities including government and private payers
- Completion of GECB referral competency. Completion of training on TES, PIRs and denial management
- Communicators who enjoy working directly with people in a team environment
- Committed to owning customer issues from start to finish
- Intrigued by technology and assists in identifying opportunities to enhance processes/procedures
- Commitment and desire to providing exceptional customer service
- Responsible for testing, review and release of student 1098T tax forms. Answers student/parent questions about process
4
Experience For Financial Services Advisory Senior Associate Resume
- Propose insurance and investment products appropriate to the applicants needs and ability to pay
- Supporting FAS tax and financial reporting valuation teams, which provide stock, impairment, and intangible asset valuations for private equity funds and strategic buyers
- Provide customers and external business partners with accurate information and account status. This requires thorough review of Medsuite and MedData Portal; review of Account Notes; review of EOB’s and/or any other correspondence received and accurate assessment of new and/or revised information provided
- Elevate problems or trends to the department’s Management
- Document all actions taken in appropriate Memo’s section of Medsuite. This includes but is not limited to: Calls received, outgoing calls made, accounts worked from web portal or reports, credit cards processed, etc. Accounts not noted are considered “not worked”
- Greet and interact with the Customer in professional manner, providing exceptional Customer service by meeting all the Customer inquiries, assisting the Customer and/or directing the Customer to the appropriate employee or Business Partner as necessary
- Create a more interactive sales environment that involves direct Customer interface at all facets of the process, using technology to aid in the process and moving to meet the needs of the Customer in a more proactive manner
- Proactively demonstrate lobby leadership in the lobby, help & advice area and in self-serve areas of the Store with the goal to deliver an enhanced Customer experience and create a positive “First Impression’” by greeting and engaging Customers in a range of sales, service and informational conversations
- Contribute to the achievement of Store business objectives by meeting or exceeding individual sales & referral goals
5
Experience For Financial Services Risk Associate Resume
- Generate and pursue sales leads, and implement specific sales initiatives and campaigns as needed in the Store
- Conducts loan interviews, accepts loan applications, and conducts loan closings
- Other primary functions include support of the department’s operations
- Ensure that the proposed products and services maximize the client’s needs, goals and objectives Loans
- General knowledge corporate standards for regulatory compliance, lending and risk management policies and internal financial and operational controls for all activities related to the company’s small business banking portfolio
- Responsible for ensuring smooth processing of expenses employees through Concur. Follow up on any corporate card issues. Audit of expense reports
- General knowledge of company’s multiple operating areas
- Perform the Accounts Payable function; including accurate and timely input of invoices and follow-up with vendors and purchasers as required
6
Experience For Audit Senior Associate, Financial Services Resume
- Responsible for BI Master Data including vendor and Customer (credit related section)
- Knowledge of financial transactions within A/P, A/R and General Accounting
- Deliver performance measurements for clients
- Temp to Hire Role
- Preparation of bank deposits and cash application in the ERP system
- Complete the payment run for vendor payments. This includes the cheque run, EFT run and initiation of wire payments
- Provide support to the Credit Analyst
- Answer incoming phone calls from policy holders, Agents and Field Offices in relation to the Variable Annuity and Variable Universal Life policies serviced by VPSC
7
Experience For Associate, Financial Services Resume
- Provide up to date information on product specifications, including features, account performance, general tax information, account balances, unit value/pricing inquiries, and transaction/processing explanations
- Process point of call financial transactions for policy holders such as fund transfers, fund allocation changes, partial withdrawals and loans, with expediency and accuracy
- Maintain high level knowledge of all Variable Product Service Centers products and services, annuities/life insurance, qualified and non-qualified plans, product options and features and regulatory and departmental standards and goals Demonstrate appropriate soft skills to support the New York Life brand and enhance the customer experience
- 1 – 3 years of customer service and/or call center experience (Required)
- Assist team members on a daily basis to complete unfinished work in order to meet Departmental and regulatory standards
- Meet Departmental KPI goals on quality, productivity, breakage, Average Handle Time (AHT), phone schedule adherence and Voice of the Customer surveys
- Work on special projects as assigned by the manager as they arise
8
Experience For Excellent Training Program Entry Level Financial Services Associate Resume
- Knowledge of life insurance and investment products, SEC, FINA, IRS and state insurance regulations
- FINRA Series 6 license (Required)
- Directing the efforts of financial analysts and checking their work product to ensure the de livery of an accurate and thorough work product within the required timeframe
- Participating in telephonic due diligence meetings/discussions, communicating with clients and respon ding to auditor questions regarding valuation analyses prepared by Houlihan Lokey
- Perform daily maintenance of customer accounts
- Process daily CHAX and Remote onsite deposit
- Send correspondence as directed by Financial Services Manager
9
Experience For Advisory Financial Services Banking Technology Senior Associate Resume
- Maintain professional competence in compliance of applicable laws
- Participate in LEAN and other task force groups as determined by management
- Make contact with Accounts Payable, Controllers and CFO's
- Beginner to Intermediate Microsoft Excel, Outlook, Word
- Greets and interacts with the Customer in professional manner, providing exceptional Customer service by meeting all the Customer inquiries, assisting the Customer and/or directing the Customer to the appropriate employee or Business Partner as necessary
- Creates a more interactive sales environment that involves direct Customer interface at all facets of the process, using technology to aid in the process and moving to meet the needs of the Customer in a more proactive manner
- Proactively demonstrates lobby leadership in the lobby, help & advice area and in self-serve areas of the Store with the goal to deliver an enhanced Customer experience and create a positive “First Impression’” by greeting and engaging Customers in a range of sales, service and informational conversations
- Completes financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner
- Generates and pursues sales leads, and implement specific sales initiatives and campaigns as needed in the Store
10
Experience For Associate Financial Advisory Services Chicago Resume
- Financial services regulatory compliance, and
- Comply with all applicable policies and training documents including (but not limited to): Patient Accounts Training Manual,Patient Disputes, Customer Service Collection Methodology, andSecure Communication/PHI
- Initial point of contact for inquiries, verify caller identity using Customer Personal Identity (CPI) process, and/or documents/informs management of potential breach of account security
- Determine client/potential client need/request to meet with FA, research inquiries, overcome objections and/or transfer to appropriate registered staff or designated area
- Independently/proactively makes outbound calls to members, wholesalers and back office personnel to resolve rejected paperwork issues and schedule, confirm and track referrals and appointments
- Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate interpersonal, customer services, confidentiality skills and compliance knowledge
List of Typical Skills For a Financial Services Associate Resume
1
Skills For Associate Financial Advisory Services Resume
- Effective and professional phone communication skills with internal and external customers are required
- Mandarin language skills are required as the portfolio consists of mostly Mandarin speaking clients
- The ability to work effectively with other employees and maintain a cooperative working relationship intra-departmentally and inter-departmentally
- Farsi language skills are required
- Chinese language skills required
- Mandarin language skills are required
- Proficient PC skills with ability to multi-task between computer applications
- Communicates effectively and works cooperatively with others
2
Skills For Patient Financial Services Associate Resume
- As required, assemble suite of on-line products, packages or information to meet anticipated customer needs prior to Financial Advisor ‘s scheduled calls
- Prioritizes and organizes workload
- Customer service experience (retail, food service, sales background)
- Strong knowledge of Excel modeling
- Knowledge of retirement products, or other experience in the Financial Industry
- Experience in an administrative support capacity, preferably in member/customer service or financial services
3
Skills For Associate Partner Financial Services Resume
- Processing incoming and outgoing wires and electronic fund transfers
- Using Oracle ERP for collections notes, invoice/statement generation
- Depositing funds to client accounts through several different channels
- Processing asset transfers between Schwab accounts
- Initiating contact with both retail investors and independent advisors
4
Skills For Financial Services Advisory Senior Associate Resume
- Preparing board/conflicts/special committee presentations supporting advice and opinions
- Helping pitch engagements and participating in business development initiatives; and
- Performing business and financial due diligence
- Valuing companies, businesses and securities
- Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform
- Accounting or Finance related major
- Have extensive knowledge of the administrative and mainframe systems needed for handling inquiries, researching and processing transactions
- Responsible for organizing and performing collection processes from work queue
- Conducts monthly reconciliations of various accounts including Maintenance & Operations, Payroll, Agency and university-wide clearing accounts
5
Skills For Financial Services Risk Associate Resume
- Contributes to the achievement of Store business objectives by meeting or exceeding individual sales & referral goals
- 8-10 weeks of paid training on Prudential's retirement products, systems and procedures
- One on One peer, coach and manager mentoring sessions that facilitate building your expertise. These mentoring sessions continue beyond training to foster your continual career and personal development
- Become registered with training specific to the FINRA Series 6 and 63 licensing exams
- E.g., Moody's KMV, S&P, and/or, reporting technologies, e.g., Oracle, Cognos, et al
- Is thorough when checking for accuracy
- Basic understanding of patient account collections
- Work in fast paced environment with a high aptitude for learning
- The demonstration of ethical and professional conduct, including the ability to maintain confidentiality (HIPAA)
6
Skills For Audit Senior Associate, Financial Services Resume
- Work closely with the solution design teams in developing client presentations and Statement of Works (SOWs)
- Be accountable for driving signings
- FINRA Series 6 license (Required) (employment contingient upon passing license exam within 6 months)
- Assist in maintaining bond/lien rights as appropriate
- Collection calls, dealing with construction, industrial municipal entities
- Assist with sending invoice/statement copies to collect payments from customers
- Ten key by touch and proficiency in keyboarding
- This is a 12 month Maternity Leave contract
7
Skills For Associate, Financial Services Resume
- Co-ordinate exchange and collect customer information through telephone or email if required
- Complete/process all documentation required to finalize sales (e.g., follow-up customer trades)
- Support Financial Advisors in the management of their portfolios by reviewing customer documentation in relation to compliance with regulations and Bank policies, procedures and guidelines (e.g., statement Analysis/data entry, CLASS)
- Coordinate customer activity information by collaborating with branch or other delivery channels
- Co-ordinate communication to customer through telephone or email regarding obtaining necessary financial information for completion of credit renewals, reviews and temporary overdraft protection
- Monitor diary for upcoming maturities/renewals/expiries and advise appropriate Financial Advisors
8
Skills For Excellent Training Program Entry Level Financial Services Associate Resume
- Co-ordinate the distribution of information regarding new products, economic, market and tax changes, etc. from triggers/diaries or as requested by customers or the Financial Advisors
- Ensure all sales and marketing materials ie. Welcome Kit, Sales Brochures etc, and stationery are fully stocked and available to meet the demand
- Review email correspondence from clients and respond or refer to Financial Advisors as appropriate
- Service the financial needs of clients in partnership with the Relationship Manager(s) and coordinate transactional needs of customers, as required
- Service the financial needs of clients requests during times when the Relationship Manager is not available and resolve customer issues, concerns and/or problems promptly as required
- Assist the Relationship Manager by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience
- Service the financial needs of clients in partnership with the Manager(s) and coordinate transactional needs of customers, as required
- Service the financial needs of Commercial Banking walk-in clients requests during times when the Manager is not available and resolve customer issues, concerns and/or problems promptly as required
- Assist the Manager by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience
9
Skills For Advisory Financial Services Banking Technology Senior Associate Resume
- Comprehending consumer credit risk workflow technologies, analytics
- Assembles and provides complete and accurate information
- Keeps track of details even when under pressure
- Determines customer needs, concerns, and questions
- Delivers on commitments, or strives to meet/exceed customer expectations
- Helps customers to evaluate needs and options
- Follows up with customers to ensure satisfaction
- Is able to make reasonable decisions
- Client Engagement –Service the financial needs of clients in partnership with the Manager(s) and coordinate transactional needs of customers. Assist Commercial Banking walk-in clients with their requests during times when the Manager is not available and resolve customer issues, concerns and/or problems promptly
10
Skills For Associate Financial Advisory Services Chicago Resume
- Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions
- Organizational Skills –Assist the Manager by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience
- This is a 13 month temporary role
- Client Engagement – Service the financial needs of clients in partnership with the Manager(s) and coordinate transactional needs of customers. Assist Commercial Banking clients with their requests during times when the Manager is not available and resolve customer issues, concerns and/or problems promptly
- Organizational Skills – Assist the Manager by booking client appointments, uncovering sales opportunities and preparing client files using tools required to provide the ideal client experience
- Resolve customer inquiries and issues in a timely manner escalating matters to supervisor as necessary
- Verify patient eligibility as necessary
List of Typical Responsibilities For a Financial Services Associate Resume
1
Responsibilities For Associate Financial Advisory Services Resume
- Review all/assigned client account(s) and activities, assess needs, apply targeted questions to research/respond to inquiries, create cross servicing opportunities and increase product penetration
- Industry experience
- Demonstrate credentials in one of the core security domains and also represent overall IBM security services capabilities
- In-depth experience and knowledge in Financial Services
- Assist in training and onboarding new NFFG team members (FSA, FSC)
2
Responsibilities For Patient Financial Services Associate Resume
- Conduct group and individual training for NFCU branch team members
- Review accounts to identify irregularities, potential fraud and abuse governed by BSA/AML and notifies management and appropriate areas to take action
- Execute, as directed by management or FA, advanced account set up and changes, prepare account portfolio reviews and account hypotheticals, and ensure recordation and retention following NFFG and industry processes and procedures
- Prepare and review client paperwork pre and post appointment, ensure paperwork is accurate, complete and current with industry and agency regulations
- Keep current, with federal, industry or agency regulations, Navy Federal security updates, fraud alerts and NFFG compliance, policies and procedures, new products and services, system changes, and current marketing efforts
- Interpret/explain regulations, instructions and procedures on NFCU and NFFG products and services to clients, third parties and Navy Federal staff accurately, clearly and in an understandable manner
- Extend industry skills and qualifications
- Previous ICAP experience an asset
3
Responsibilities For Associate Partner Financial Services Resume
- At least three years of experience in financial services
- Schedule, coordinate, participate and track expenditure, new business, and appointment results from various marketing initiatives to NFCU membership
- Within two years from graduation
- Eligible to be employed in the United States
- Familiarity with Great Plains and OnBase
4
Responsibilities For Financial Services Advisory Senior Associate Resume
- Experience as a FSA I or equivalent experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization
- Meet deadlines and work well under pressure while maintaining attention to detail and a positive outlook/attitude
- Knowledge of Payors and programs such as CPSP, CHDP, F-Pact, EWC
- Prioritize multiple tasks Demonstrates ability to work closely with physicians to ensure quality in delivery of clinic services as related to patient care and front desk procedures are required
- Lead and participate in teams
5
Responsibilities For Financial Services Risk Associate Resume
- Current and active FINRA Series 6, 7, NASAA Series 65 or 66 (and NASAA Series 63 in states where required) registration and Life & Health Insurance License
- Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
- Interpret and explain regulation, instructions and procedures
- 6 months experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization. 6 months experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization
- Thorough knowledge of Medicare, Medi-Cal, Physicians Choice and CenCal. Knowledge of payer and regulatory guidelines for medical insurance claims processing and reimbursement
- Thorough knowledge of Medicare, Medi-Cal, Physicians Choice and CenCal
6
Responsibilities For Audit Senior Associate, Financial Services Resume
- Interpret patient invoices
- 40 hours alternate weekends required
- 40 hours weekly alternate weekends required
- 40 hours with alternate weekends
- 40 Hours includes weekends
- 40 hours includes alternate weekends
7
Responsibilities For Associate, Financial Services Resume
- 40 nhours weekly includes Weekends
- Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate
- Become a recognized thought leader in one of the core security domains, utilizing conferences, white papers, client presentations to build awareness of IBM credentials
- Upon completion of 12 weeks paid training, new hires are placed on a day schedule
- Upon completion of training, Prudential offers many flexible work arrangements including compressed work week (four 10 hour workdays) and work from home opportunities
- Analyzing and explaining historical and projected financial information
- Upon completion of training, Prudential offers many flexible work arrangements including a compressed 4 day work week and work from home opportunities
8
Responsibilities For Excellent Training Program Entry Level Financial Services Associate Resume
- Helps to implement the vision and strategy for NPF corporate initiatives
- Identifies and reviews workflows and processes of business units to look for efficiency opportunities though process redesign
- Presents analysis, recommendations, and impact of projects to senior management team
- Develops knowledge of mortgage market, competition, and the regulatory environment to -identify opportunities to differentiate firm and gain market share
- Inquisitive individuals who think “outside the box.”
- Bilingual (Fluency in English/Spanish)
- Basic comprehension of insurance explanation of benefits
9
Responsibilities For Advisory Financial Services Banking Technology Senior Associate Resume
- Multi-task in a fast paced and goal driven environment
- Basic knowledge of Microsoft applications
- Work with moderate supervision
- Proficiencies: Keyboard and data entry skills required. Computer experience is required with Microsoft Word and Excel, e-mail, and internet communication, as well as the ability to work effectively with electronic work quality monitoring and electronic systems
- Contact accounts in need of collection and negotiate payment arrangements as well as build relationships with customers in order to understand their needs and issues
- Review customer account information to identify accounts with potential credit line increase and accounts with potential risk. Has credit authority up to 100k
- Review unresolved customer credit issues. Also develop internal relationships with sales personnel in order to execute customer credit issues
10
Responsibilities For Associate Financial Advisory Services Chicago Resume
- Series 6, 7, and/or Series 63 FINRA registration
- Invoices for Agency accounts that have agreements with UTSA to reimburse for university provided goods/services and invoice non-campus entities involved in joint-sponsored events held on campus
- Coordinates student holds and notifications to customers who present check payments that are returned unpaid
- Attends meetings and serves on committees
- Knowledge of Navy Federal/NFFG organization, programs, policies and procedures
- Produces error-free work
Related to Financial Services Associate Resume Samples
Financial Analysis Associate Resume Sample
Work Experience
• Take initiative while working within the company’s practices and standards
• Prepare and maintain company’s operating budget
• Collaborate with the asset management and underwriting teams to ensure that Fund goals and business plan objectives align with the organization’s ove...
Professional Skills
• Strong communication skills, ability to in...
• Excellent Microsoft Office skills (primari...
• Deliver timely financial analytics and bus...
Financial Associate Resume Sample
Work Experience
• Support the annual/monthly financial planning, forecasting, analysis and reporting
• Analyze financial results and provide variance analysis to help the Senior Operations Manager, Finance Manager & CFO better understand operational results and impacts
• Work closely with ...
Professional Skills
• Experience that demonstrated strong attent...
• Strong analytical skills and excellent com...
• Experience that demonstrated excellent org...
Financial Services Specialist Resume Sample
Work Experience
• Data entry – process corporate and individual pledge forms in UWSL’s database
• Intake and mail –responsible for the intake of all workplace campaigns from Community Investment Advisors. Sign off on reports and create/take deposits for any cash/checks received. Open incoming mail daily with the rec...
Professional Skills
• Good reading and math skills; administrati...
• Apply excellent verbal and written communi...
• Leasing operations knowledge and experienc...
Finance Infrastructure Resume Sample
Work Experience
• Serve as a representative of senior risk information users in decisions regarding development and implementation of Citi’s overarching risk information strategy, and assist in defining (and refining) strategies for near- and long-term enhancements to the retail risk management reporting capability
• &nbs...
Professional Skills
• Excellent written and verbal communication...
• Excellent Skills with Microsoft office pro...
• Good analytical, strong communication (bot...
Manager, Equity Resume Sample
Work Experience
• Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E trade, etc
• Providing a challenging and rewarding environment for our people
• Working with customers on timely, cost effective and creative sol...
Professional Skills
• Strong written and verbal communication sk...
• Effective oral and written communication s...
• Proven track record of success and 10+ yea...
Principal, Finance Resume Sample
Work Experience
• Developing and disseminating technical accounting guidance,
• Providing transaction oriented accounting and reporting assistance,
• Ensuring the proper application of U.S. generally accepted accounting principles (U.S. GAAP) and assisting with the preparation of certain Secur...
Professional Skills
• Excellent analytical and problem solving s...
• Superior numeric skills, with strong analy...
• Strong analytical skills: able to understa...