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Candidate's Name
Financial Services RepresentativePHONE NUMBER AVAILABLE EMAIL AVAILABLE Waldorf, MD Street Address
Dynamic professional with over 16 years of experience at prestigious rms like Goldman Sachs, excelling in customer service and account management. Proven track record in enhancing client relationships and streamlining processes, backed by strong research abilities and management support skills. Expert in data entry and preparing reports, committed to delivering outstanding results in fast-paced environments. Goldman Sachs McLean, VAAssociate10/2007 - 12/2023 Transfer of accounts departmentDeveloped strong customer service skills through daily interactions with Financial Advisors and other Broker Dealers Assisted with outgoing cash process i.e., checks, wires to clients Demonstrated ability to manage multiple tasks while remaining adaptable and exible.Committed to delivering excellent customer service while working in a fast-paced environment.Goldman Sachs McLean, VACustomer Service Representative10/2007 - 02/2018Handled customer complaints and inquiries in a courteous and ecient manner.Demonstrated excellent communication skills, both verbal and written, in order to eectively interact with customers.Developed strong customer relationships and loyalty through eective communication.Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.Burt and Associates Rockville, MDFinancial Services Assistant02/2007 - 10/2007Reviewed client documents for accuracy and completeness prior to submission.Managed customer relationships through eective communication techniques such as phone calls, emails, letters.Conducted research related to new products or services oered by the company.Charles Schwab & Co. Inc. Bethesda,MDRegistered Financial Representative01/1992 - 02/2007Maintained accurate records of all client interactions using customer relationship management software. Kept accurate records of transactions. Explained stock market terms or trading practices to clients. Completed sales order tickets and submitted for processing of client- requested transactions.Supplied latest securities price quotes as well as information on activities or nancial positions of issuing corporations. Oce manager for overall manager wasn't thereProfessional SummaryExperienceBWProvided customer support for walk in clients i.e., opening new accounts, receiving stock certicates, check deposits. Management Support  Data Entry Research abilities  Preparing reports Series 7  Series 9/10 Series 65References available upon requestSkillsCertificationsReferences