Specialist / Associate Resume Sample

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Chase Jenkins
8011 Klein Rapids,  Philadelphia,  PA
+1 (555) 897 3369

Work Experience

Agile Tools Specialist, Associate
06/2016 - PRESENT
Dallas, TX
  • Marketing collateral material
  • Websites and their content
  • Regular market commentary
  • Special reports and investment white papers
  • Investor newsletters and magazines
  • Broadcast content and webcasts
  • Meetings and events for clients and other stakeholders
  • Pride yourself in providing the highest level of customer service on a consistent basis
Risk Specialist, Associate
01/2009 - 01/2016
Boston, MA
  • Want to work in a collaborative environment and understand the value in being part of a strong team
  • Are able to function independently, and require minimal day-to-day supervision to deliver projects in a timely and effective manner
  • Can be detail oriented to ensure accuracy and compliance with vital work streams
  • Look forward to serving as a trusted partner with Radiology Leadership and Faculty
  • Develop, implement and maintain ongoing risk analyses to RCST and other senior management
  • Manage the on-going collection and analysis of key risk and profitability data from a variety of sources and validate its accuracy
  • Responsible for attesting that certain key risk, capital and profitability reconcile to other data in the company and with the historical trends
  • Lead key aspects of designing, developing, implementing and maintaining policies, processes, systems, tools and reporting to support and enhance the Risk Management Framework
Service Specialist Associate
07/2003 - 12/2008
Phoenix, AZ
  • Lead workshops, meetings and other forums for coordination and information-gathering with appropriate parties across the Company
  • Develop solutions to analytical, implementation, and/or execution problems
  • Identify, analyze and map key risk management and/or CAP processes end-to-end
  • Use the Company’s GRC tool to support key deliverables, including: extracting and analyzing relevant data from the tool; populating data and analysis appropriately in the GRC tool; and managing/maintaining RCST data and applications within the GRC tool
  • Evaluate, document, support and understand team deliverables and how they relate to the Risk Management initiatives
  • Liaise with Risk Owners across the Company to collect information to support risk management functions, such as risk measures for various risk categories
  • Gather, analyze, aggregate and report on key risk information to RCST and other senior management
  • Prepare advanced graphs and trend analyses on risk and profitability metrics for reporting


Georgetown University
1998 - 2002
Bachelor's Degree in Risk

Professional Skills

  • Solid communication skills including written/verbal, negotiation and persuasion skills
  • Solid communication skills including written / verbal, negotiation and persuasion skills
  • Strong solution sales skills – identify, develop, and articulate proposition/consultative selling
  • Detail orientated and analytical, strong organizational and communication skills, judgment and integrity
  • Build relationships leveraging interpersonal skills
  • Solid interpersonal and negotiation skills and acts with a sense of urgency in responding to internal and external customers
  • Deep market understanding including a) expert understanding of financial market b) experience in the quant and hedge fund space

How to write Specialist / Associate Resume

Specialist / Associate role is responsible for interpersonal, negotiation, training, research, radiology, java, retail, finance, credit, database.
To write great resume for specialist / associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Specialist / Associate Resume

The section contact information is important in your specialist / 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
  • Email
  • Telephone number

Work Experience in Your Specialist / Associate Resume

The section work experience is an essential part of your specialist / 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 specialist / 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 specialist / associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Specialist / Associate resume experience can include:

  • Technical aptitude and proven ability to effectively navigate tools that customize the prospect/customer experience
  • Solid interpersonal skills – the ability to pick up on nuances of client interaction and
  • Operate with a sense of ownership while delivering results and focus on the client experience
  • Interacts effectively at all levels of the organization on both a strategic and tactical level
  • Outstanding Teammate – Experienced in consistently contributing to a team setting
  • Adaptability, flexibility and experience working in a dynamic and changing environment

Education on a Specialist / Associate Resume

Make sure to make education a priority on your specialist / associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your specialist / 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 Specialist / Associate Resume

When listing skills on your specialist / 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 specialist / associate skills:

  • Excellent critical thinking, problem-solving and writing skills and demonstrated ability to describe technical topics to a non-technical audience
  • Managing multiple tasks effectively by balancing productivity with excellent service quality
  • Good judgment, effective problem solving and analytical skill
  • Clear Thinker – Proven analytical and problem-solving skills
  • Strong listening skills – the ability to pick up on nuances of client interaction and communications
  • Strong interpersonal and presentation skills (verbal & written)

List of Typical Experience For a Specialist / Associate Resume


Experience For Risk Specialist, Associate Resume

  • Operate with an eye on continuous improvement and offer ideas to enhance workflow
  • Coordinate Visiting Observers and Professors within the department
  • Utilize industry standard methodologies for communicating key Fiserv value propositions to assigned clients and prospects
  • Work with new and other team members and peers to provide support, mentoring and guidance
  • Work toward obtaining FINRA Series 7 & 63 licenses
  • Manage records, data and documentation for regulatory communication
  • Work together with CRA’s and Project Manager to meet deadlines
  • Work independently and within a team in a fast-paced and high volume environment with an emphasis on accuracy and timeliness. Possess the ability to learn on the fly

Experience For Agile Tools Specialist, Associate Resume

  • Develop Territory Plan to identify sales opportunities at existing customers for Thomson Reuters Quant Platform, Feeds, and analytics business in the West Region. Based in our San Francisco office
  • Develops new opportunities for the West Region, Southwest Region, and Mid Market Accounts. Based in our San Francisco office
  • Acts as an advocate for customer needs to Thomson Reuters Strategic Business Units
  • Provide Market insight bask to Thomson Reuters to help drive and grow our business
  • Facilitate Trials for clients as part of pre-sales effort
  • Conduct high level product demos

Experience For Lead Development Specialist, Associate Resume

  • Work with Order Management Specialist to generate required Order Forms
  • Work on strategic migration or retention activities as required
  • Coordinate usage compliance activities
  • Is diligent in maintaining current knowledge on industry issues and Financial & Risk’s product solutions; attends conferences, association meetings, and trade shows to represent the firm and maintain understanding of industry requirements
  • Coordinate broker licensing with Broker Compensation Services

Experience For Service Specialist Associate Resume

  • Identify and obtain necessary information to complete initial plan designs and/or proposals
  • Document and communicate case specific changes and information to Sr. Market Specialist
  • Support Market Specialist and Sr. Market Specialists with Sold Case submissions as needed
  • Support the accurate, timely and smooth submission of sold cases, as part of the acquisition process
  • Process promotions for internal faculty, all tracks
  • Process orientation and terminations for faculty and fellows

Experience For GCR, RFP Specialist, Associate Resume

  • Assist in the immigration status of new and current faculty
  • Assist in updates to the internal website, faculty database, faculty files both electronic and hard copy
  • Be a resource for HR related matters (i.e. LOA, FMLA, Benefits, PeoplePay and Policies/Procedures)
  • Provide employment verifications for faculty and non-GME fellowships as requested
  • Facilitate compliance of I9s, faculty pagers for the department

Experience For Specialist, Associate Business Intelligence Resume

  • Maintain board certifications, including updating database and initiating renewals, by becoming a Group Practice Administrator (GPA) for the American Board of Radiology. Internal tracking required for non-ABR board certifications
  • Adhoc requests as assigned
  • Collect, update and handle all account, contact and opportunity data within the Fiserv eCRM system
  • Listen and “connect the dots” from one area of an organization to another

List of Typical Skills For a Specialist / Associate Resume


Skills For Risk Specialist, Associate Resume

  • Experience working in or supporting a front office team in a multijurisdictional environment within Wealth Management
  • Work under pressure, managing a complex and high workload while simultaneously changing direction based on modification of business priorities
  • Strong background in Atlassian Products including working knowledge on Atlassian 3rd party plug-in’s
  • Technical experience in networking infrastructure, Linux/Unix systems
  • Receive and screen inquiries and information using judgment of sensitivity to the Asset Specialist’s priorities
  • Demonstrated critical thinking practices and strategic/forward thinker
  • Strong understanding of customers’ business model and workflow; knowledge of Quant Research tech/tools/apps

Skills For Agile Tools Specialist, Associate Resume

  • Experience of IT Security, eDiscovery and PC Forensics
  • Technical experience in C++ or Java
  • Prioritize, organize, complete multiple tasks and accurately handle a high volume of work
  • Solid client service orientation
  • Operate with urgency in a real-time service and multifaceted environment
  • Demonstrated ability to adopt change to improve process, efficiency and service

Skills For Lead Development Specialist, Associate Resume

  • Demonstrates consistency in accuracy, speed and quality of work
  • Over 5 years of industry, sales, pre-sales, or market experience
  • Working knowledge of the Atlassian API’s to develop integrations for reporting or linking with external applications
  • Training in computer forensics (AccessData FTK or EnCase) is an advantage, preferably to certification level
  • Supports extended hours of coverage, including working evening shifts as needed
  • Major emphasis on streamlining pre-sales and post-sales activities to drive up new business, both within existing accounts and new customers
  • Regular contact with CIBC Asset Management marketing, product and technology teams

Skills For Service Specialist Associate Resume

  • Support Asset Specialist in building advisors’ knowledge of CIBC Asset Management and Consumer Deposits
  • Support Asset Management Specialist’s relationship-building activities
  • Generate reports and manage databases at Asset Specialist’s request (sales results, activity tracking, etc.)
  • 1) Support Asset Specialist in building advisors’ knowledge of CIBC Asset Management and Consumer Deposits
  • 2) Support Asset Management Specialist’s relationship-building activities
  • Knowledge of regulations impacting EMEA

Skills For GCR, RFP Specialist, Associate Resume

  • Monitor and research emerging risks/trends to report to team head
  • CIBC branch advisors (Financial Advisers, Financial Service Representatives)
  • Work independently and be comfortable in an unstructured environment
  • Highly motivated and proactive, with the ability to work well independently and within a team
  • Adapt to change in technology
  • Key focus on quality and accuracy
  • Think critically and anticipate the needs of partners and clients

Skills For Specialist, Associate Business Intelligence Resume

  • Proficient in MS Word and Excel Applications with ability to navigate formulas
  • Propensity to quickly learn and understand marketplace dynamics relative to value of Brokers and challenges of plan administrators
  • Examine and make decisions (often unique and individualized) with a great deal of discretion and draw own conclusions
  • Enterprise-wide Thinking - is highly adept at considering customer's larger business and strategic challenges in an enterprise-wide context and how they might be addressed through Thomson Reuters offering
  • Demonstrated critical thinking practices and strategic / forward thinker
  • Experience in a lead generation or in a direct selling role

Skills For Administrative Specialist Associate Resume

  • Organize and execute a territory plan
  • Executive Presence – ability to develop senior level customer relationships to become a trusted business adviser
  • Drive the pre-sales and post-sales activities required by the Market Specialists team to grow market share
  • Proactively develop and deploy domain-based pre-sales and post-sales strategic activities in collaboration with account management to deliver gross sales
  • Oversee the appropriateness of period-to-period trend analysis
  • Design, develop, prepare and maintain periodic risk reports or presentations to keep all levels of management abreast of key risk levels, trends, strategies, and potential issues
  • Lead and participate in risk management related projects and assist in project execution

Skills For Market Intelligence Specialist, Associate Resume

  • Provide project management, problem resolution and comprehensive analysis and direction for multiple concurrent mission critical projects
  • Work to assure project deliverables and goals are met or exceeded
  • Define project plan(s) to meet the project goals and objectives as established by Executive Management
  • Use Company approved project management techniques to track progress against planned targets throughout the lifecycle of the project
  • Prepare periodic project status reports or presentations to keep all levels of management abreast of key milestones, alternatives and potential risks
  • Generate and maintain key risk management documentation including documentation to support compliance with regulatory requirements, stress testing models, and other documentation as needed
  • Maintain inventories of key risk management information, such as risk models used for CAP purposes or risk and capital related regulatory issuances, and other information inventories as assigned
  • Set and develop strategic goals and techniques for an assignment and effectively communicate this to all involved team members

Skills For GSS Specialist / Associate Resume

  • Strong record of effective teamwork
  • Experience with one or more of the following software is preferable: SAS, R, MATLAB
  • Solid understanding of MS Office Suite, MS Project, Visio, SQL/Access or other database software
  • Able to keep calm under pressure, capable of multi-tasking, able to priorities work load
  • Able to deal with all levels of people and forge strong working relationships with both
  • Demonstrate the Fiserv Way of Selling methodology to identify and nurture opportunities to match Fiserv solutions with client needs
  • Data entry and Microsoft Office experience
  • Qualifying and routing inbound inquiries to the appropriate marketing or sales channel

Skills For Change Management Specialist Associate Resume

  • Protecting Schwab from various forms of risk and fraud by reviewing transactions on both Retail and bank accounts
  • Interacting with other team members to assist in attaining individual, team and department objectives
  • Initiating contact with retail investor, AS service team and other financial institutions
  • Maintain the reporting and compliance of M-Learning mandatories. Including assigning departmental mandatories to new faculty, as needed
  • Aptitude for tracking and proofreading contracts, with an understanding of contract lifecycle
  • Ensure quality and accuracy of final rates applying appropriate underwriting risk rules
  • Participate in the recruitment, pre-hire employment of appointment, credentialing, and privileging for new faculty in the department
  • Support in the Post Doc Fellows employment process and extensions within the department. Including initiating documentation/letters for salary
  • Understand risk data and liaise with colleagues in and outside of the Risk Management Division including Finance, Treasury and other Risk Owners

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