Resume Sample for Senior Client Service Associat


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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

Unemployed

Unemployed

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 
completed 
• 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 
complex

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

Education

Huffman High School

Birmingham, AL

1982 to 1984

Skills

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

Additional Information

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

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