CUSTOMER SERVICE REPRESENTATIVE Resume

FINANCIAL SERVICES PROFESSIONAL
Credit Analysis,Financial Analysis,Staff Accountant,Portfolio Management,Risk Analysis,Consultant

Bi-lingual and recent MBA graduate with experience performing financial analysis and client relationship management for financial service enterprises. Proven ability in financial reporting, analytical problem solving, quantitative analysis, and interdepartmental communications that improve productivity and overall performance of organizations.

EDUCATION

Master of Business Administration

Relevant Coursework and Skills
Investment Analysis ,Strategic Risk Management ,Financial Statement Analysis ,International Business ,Corporate Finance
Macroeconomics ,Portfolio Analysis ,Internal Controls ,Investment Strategies ,Economic Analysis ,Business Strategy
International Finance ,Management & Human Behavior ,GAAP ,IFRS ,Critical Thinking ,Investor Relations

Technology
QuickBooks,MS Office Suite,SAP R/3.4,Oracle,Crystal Report,PeopleSoft,Inventory Control Software

PROFESSIONAL EXPERIENCE

Confidential,NJ,April 2011 to October 2011
Supported Hedge Fund operations through combination of investment research, analysis and business development. Conducted analysis of stocks, mutual funds, and assisted in strategies related to financial, retirement, trust, and estate planning for individual investors and businesses. Noted for accuracy, attention to detail, and high level of productivity.

Initiated contact with potential investors and presented hedge fund market value propositions. Designed and built customized trading and investment strategies for clients.
Performed investment due diligence and research involving real time market trends, market positions, and global capital market conditions aimed at maximizing trade profitability.
Key contributor in securities underwriting, due diligence memorandum preparation, and compliance efforts.

Confidential,NJ,April 2007 to May 2011
Effectively managed office administration duties for property management company with 25 facilities under management and revenues in excess of $50M. Held accountability for cash management, client relations, and assisted with tax preparation.

Executed approximately $2M in accounts payable for 25 accounts including invoice verification and payment authorization. Handled accounts receivable and accurately tracked collections and aging accounts receivable.

Confidential,Morristown, NJ,April 2006 to May 2007
Recruited by previous manager to drive productive client relations and business development through delivery of high quality customer service and cross-selling ancillary products/services.

Consistently surpassed individual goals and recognized as leader within branch. Trained new employees and assisted in complex customer service issues in collaboration with branch management.
Identified up-sell opportunities and interacted with internal departments to facilitate cross functional processes to successfully secure ancillary product sales. Performed wire transfers and processed high volume of loans.

CUSTOMER SERVICE REPRESENTATIVE,Confidential, NJ,March 2003 to April 2006
Promoted from teller based on ability to effectively manage tasks in fast paced, dynamic environment. Successfully grew client base and cultivated existing client relationships. Performed high volume cash handling including withdrawals, deposits, and transfers. Performed account maintenance and cross sold products and services.

We provide IT Staff Augmentation Services!

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship