Financial Services Associate Resume Examples

Experienced Financial Services Associate who has excellent organizational and customer service skills. Adept at creating financial spreadsheets for presentations to clients discussing company literature with clients and assisting financial planners in creating daily schedules. Specializes in small financial planning firms and small investment companies.

• Very strong understanding of the financial planning industry
• Excellent sale and marketing skills
• Strong communication and presentation skills
• Adept at doing initial presentations to customers
• Strong administrative skills
• Reliable employee who rarely misses a day of work

• Responsible for maintaining inventory of marketing materials for the financial planners and in the firm reception area.
• Responsible for keeping the schedules for all of the planners in the firm.
• Assisted in answering client questions over the phone and through email.

• Responsible for maintaining planners’ schedules and updating the firm’s computer scheduling system.
• Responsible for gathering all correspondence and distributing it to all planners.
• Assisted in developing new marketing materials for the firm.

• Assisted in maintaining the firm’s computerized scheduling system.
• Often sat in on customer appointments with planners to take notes and offer marketing materials.
• Responsible for maintaining the marketing materials in the front waiting area.