Senior Relationship Representative Resume Sample
This reverse chronological resume format lists job experience starting with your most recent position and ending with your first job. Is widely accepted and is applicable to most job seekers. The reverse chronological order resumes are easy to read and can highlight career growth.
This format suit those whose career goals are clearly defined and whose job objectives align with their work history. Check the reverse chronological resume advantages & disadvantages. The reverse chronological order resume format is preferred by most job recruiters.
THE SENIOR RELATIONSHIP REPRESENTATIVE RESUME SAMPLE PROVIDES STYLISTIC IDEAS THAT YOU MAY USE IN YOUR RESUME
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- Highly accomplished Senior Relationship Representative with experience in all facets of custodial services within a multimillion-dollar financial institution.
- Possess Certified Financial Planner Licensure as well as Series 7, 9, 10, and 63 licenses.
- Proven success servicing advisory clientele, leading business development efforts, expanding client base, and increasing revenue potential within organizations.
- Skilled in improving client retention levels within highly competitive markets by utilizing financial expertise in the industry.
- Comprehensive background in institutional sales, portfolio management, investment management, estate planning, retirement planning, and trust services.
- Technical proficiency in a wide variety of financial, accounting, spreadsheet, work processing, and graphics software.
Charles Schwab & Co, Inc. – San Jose, CA (2000 – Present)
Senior Relationship Representative
- Managed all aspects of relationship management involving Schwab institutional sales.
- Maintained full relationship management responsibilities for one of Schwab Institutional's largest and fastest growing advisory clients, which custodied over $2 billion in assets.
- Contributed to the growth of client assets under management from $300 million to a multi-billion dollar nationally-recognized broker-dealer with over 2,600 investment representatives nationwide.
- Played a key role in opening accounts, verifying ACAT status, researching margin issues, performing account distributions, and reviewing account history.
- Provided financial consulting services relating to tax and retirement plan issues.
- Participated in general account maintenance on a daily basis.
- Gained a broad knowledge base of new and existing IARs.
- Aided the client in the migration of their representatives to a new Schwab platform.
- Acknowledged as the Schwab Institutional Employee of the Month in June 2002 and July 2003.
Bachelor of Arts, Economics (1992)
Cornell University – Lewisburg, Pennsylvania
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Other Senior Relationship Representative Resume Sample Info
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When you receive an invitation to the interview, you may apply for the visa and work permit. Then prepare yourself for job interview and take a look at typical job interview questions, job interview tips and other job search skills.
Follow up the job interview with a thank you letter. Employers regard this as an indication of your final interest in the position.
Good luck with the Senior Relationship Representative resume sample.