Registered Client Associate Resume Sample

Updated March 26, 2021
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How to Write a Professional Resume for Registered Client Associate Position?

The following checklist will help you identify the components of your existing resume that need to change:

  1. Is your resume well organized and divided into sections?
  2. Is the layout easy to skim?
  3. Is your resume error-free?
  4. Does your resume reflect creativity?
  5. Does your resume communicate that you are open to challenges?
  6. Does it highlight some of your achievements?
  7. Is your resume tailored to a specific company’s job?
  8. Does your resume address the needs of the prospective employer?

Use this checklist as a guideline to refurnish your registered client associate resume while utilizing the example below.

Registered Client Associate Resume Sample

Fiona Lee
201 Watson Sq, Paramus, NJ 67882
(008) 333-7777
[email protected]


Registered Client Associate

Strongly committed to high standards of customer care and service deliveries aimed at enhancing the sales of the company. Quick at developing a deep understanding of the company’s products and services.

HIGHLIGHTS

• Fully Registered CA (Series 7, 63, 65, and 67)
• Remarkable verbal and written communication skills
• Capable of facilitating client’s fund transfer and management
• Adept at developing and maintaining productive client relations
• Exceptional negotiation skills and high persuasive power
• Able to work effectively with automated environments and interface software
• In-depth knowledge of various retirement plans like IRA and Roth
• Substantial understanding of investment and banking procedures and policies

PROFESSIONAL EXPERIENCE

Registered Client Associate
Bright Horizons, Paramus, NJ
09/2015 – Present
• Provide all client relevant required information including transactional details to financial advisors
• Maintain a file system of existing and prospective clients
• Monitor and track referrals and sales results
• Execute unsolicited investment orders directly from clients

Key Accomplishments
• Developed a large pool of clientele with a strong reference base to promote offered services resulting in an increase in total clientele by 20%
• Launched online services and educated existing clients regarding the same

Registered Client Associate
UBS, Paramus, NJ
05/2009 – 09/2015
• Completed relevant documentation for setting up new accounts
• Briefed the clients regarding available services and further package details
• Maintained contact management systems updated with client information
• Processed movement of funds and equities

Key Accomplishments
• Leveraged various communication channels to keep in touch with clients including sending birthday wishes and email notifications

EDUCATION

AS Customer Service
SEEK Institute, Paramus, NJ




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