Financial Services Associate Resume Example

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

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Financial Services Associate Resume Example (Full Text Version)

Rolien Gasner

Email address: hello@kickresume.com

Phone number: 555-555-5555

Profile

Results-oriented and highly motivated Financial Services Associate with a track record of delivering exceptional financial advice to clients, conducting thorough portfolio analysis, and executing transactions. Skilled in communication, negotiation, teamwork, and time management. Currently pursuing a Financial Services Associate role at an organization that values growth and offers professional development opportunities.

Work experience

06/2016 - 05/2019, Financial Services Associate, Virtu Financial, Ltd., Washington, D.C., United States

Offered expert financial advice to clients regarding investments, guaranteeing top-notch customer service and satisfaction.
Analyzed financial portfolios and engaged in discussions with clients to pinpoint and establish their financial objectives and aspirations.
Carried out annual credit assessments, executed transactions, and safeguarded clients' sensitive documents and information.
Initiated new accounts, drew in fresh clientele, addressed client concerns, and collaborated closely with fellow finance experts.
Achieved the status of #1 Financial Services Associate within the company by consistently surpassing all financial sales targets.

Education

09/2012 - 05/2016, Accounting & Finance, American University, Washington, D.C., United States

Achieved a GPA of 3.98, ranking in the top 5% of the program.
Received the 2015 Academic Excellence Award.
Active member of Business Club, Economics Society, and Volleyball Club.

09/2008 - 05/2012, High School, Montessori Lyceum Amsterdam, Amsterdam, Netherlands

Achieved Graduation with Distinction, receiving Grade 1 (equivalent to an A/excellent) in all 4 subjects.
Recognized as the recipient of the 2012 Best Graduate Award.
Engaged in extracurricular activities including Dance Club, Fitness Club, and Tennis Club.

Skills

Languages

Dutch

English

French

German

Computer Skills

Microsoft Office

Quicken Deluxe, CountAbout

Xero, Moneyspire

Banktivity, KMyMoney

Interpersonal Skills

Ability to Work under Pressure

Communication Skills

Detail-oriented

Good Team Player

Multitasking

Time Management

Volunteering

09/2010 - 05/2012, Class Treasurer, Montessori Lyceum Amsterdam, Amsterdam, Netherlands

Certificates

05/2016, Chartered Financial Analyst, CFA Institute

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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