Resume Sample for Senior Client Service Associat

picture of Senior Client Service Associat resume sample sheet
The following is an example of Senior Client Service Associat resume sample. Reviewing the candidate's full work experience, outlining key-qualifications, duties and responsibilities for the Associate job title/field.

Resume Writing Example for Senior Client Service Associat | CV Format

Senior Client Service Associat

Birmingham, AL

Work Experience

Senior Client Service Associat

Wells Fargo Advisors

Birmingham, AL

April 2014 to March 2016

• Administrative support to five Financial Advisors 
• Act as liaison for processing operational requests 
• Direct contact with clients on a daily basis primarily by phone 
• Prepare and submit expense reports for team 
• Update team websites



Birmingham, AL

February 2012 to April 2014

My mother was diagnosed with ALS. I was her primary caregiver until her death in April 2014.

Senior Complex Risk Officer/Vice President

Morgan Stanley Smith Barney

2010 to 2012

• Managed three risk officers within the Tennessee complex 
• Daily, weekly, and monthly review of firm’s risk management reports, thoroughly documenting actions 
• Worked daily with advisors and firm management to assess the risk of certain transactions, providing 
supervisory approvals (as appropriate) 
• Meetings with advisors to assess their business model for potential risk 
• Conducted informational and educational meetings 
• Oversight of semi-annual and annual branch compliance audits for 11 branch locations within our Tennessee 

Operations Manager/Vice President

Morgan Stanley Smith Barney

1987 to 2010

• Ensured compliance with firm policies and regulatory rules 
• Supervised client account activity 
• Approval of daily transactions including new accounts, check requests wire transfers, funds movement, and order processing. 
• Problem solving and research 
• Human resources management (hiring, training, coaching, performance management) 
• Conducted branch meetings 
• Business management (P&L review, budget, expenses) 
• Achieved acceptable branch audit ratings


Huffman High School

Birmingham, AL

1982 to 1984


Human resources (10+ years), Operations (10+ years), operations 
management (Less than 1 year)
, risk management (2 years), TRADING (2 years)

Additional Information

risk management (10+ years), compliance (10+ years), human resources (10+ years), operations 
management (10+ years), operations management (10+ years), administration (10+ years)

Find More Resume Samples for Senior Client Service Associat Job Title. For related job vacancies click here.

Top-100 Resume Sample Templates By Job Title/Field/Industry

A Résumé or CV is a marketing tool that seeks to highlight the applicant's skills, experiences, and the most relevant accomplishments to the job or position, it should deliver its message to its intended audience (the employer) accurately... BROWSE RESUMES.

If you would like to explore how professional career counseling can benefit you .. kindly, send your inquiry via Email: