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Customer Service Representative

Location:
El Cajon, CA, 92021
Posted:
December 09, 2010

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Resume:

Dear Hiring Manager,

I am writing to express my interest in the registered client associate

position located in San Diego. I have experience in both customer service

and the financial industry. Having successfully served in financial sales

and retail banking, I am confident I can make a valuable contribution to

your client's continual success. There are several reasons why I am a good

candidate.

I have the aptitude and licenses required to work in the financial

industry. I also have a fundamental understanding of financial markets, and

have developed a sound understanding of what support system is necessary

to excel as a financial advisor and customer service representative.

In a short time I have developed strong organizational, leadership,

financial knowledge, and independent business developmental skills. I feel

that my mix of experience in banking and financial advising is a perfect

match for the position. I am certain the transition from Edward Jones to

your clients will be profitable to your clients and myself.

I would appreciate the opportunity to meet with a representative from your

staff to discuss an opportunity as a registered client associate. I can be

reached at 619-***-**** or *********@****.***. I look forward to hearing

from you.

Sincerely,

Aaron Xavier Holland

Aaron Xavier Holland (619)- 655-9771

989 Peach Ave. Apt. 117, El Cajon, CA 92021 *********@****.***

EDUCATION

TEMPLE UNIVERSITY, PHILADELPHIA, PA

. Bachelor of Science degree in Secondary Education (June 2008)

. Bachelor of Arts degree in History (June 2008)

. Study Abroad Program, Rome, Italy

. Dean's List, Spring Semester 2005

Business EXPERIENCE

EDWARD JONES INVESTMENTS, SAN DIEGO, CA

FINANCIAL ADVISOR ( NOVEMBER 2008 - AUGUSTUS 2010

. Cultivated and maintained client bases, keeping current client plans up-

to-date and recruiting new clients through various prospecting means

. Identified client's investment goals to assist in building their

portfolios by assessing investment objectives, risk tolerance, time

horizon and unique circumstances

. Assisted small business owners and individual investors in selecting

appropriate equity investments, fixed income, and insurance products in a

easily understandable manner

Citizens Financial Group, Philadelphia, PA

BANK TELLER / CUSTOMER SERVICE REPRESENTATIVE ( OCTOBER 2006 - APRIL 2008

. Implemented new programs at local universities to generate new accounts

. Assisted customers in understanding banking policies and procedures

. Processed customer deposits, withdrawals, and account maintenance

functions

Feastivities Catering Inc., Berwyn, PA

SHIFT SUPERVISOR / CUSTOMER SERVICE REPRESENTATIVE( JUNE 2001 - JANUARY

2003

. Facilitated training of new employees

. Coordinated employee daily work activities

. Managed teams of up to ten employees at various off-site locations

Licenses Skills

? CRD # 5619431

? SOFTWARE: MICROSOFT OFFICE

? FINRA series 7 ? Hardware: IBM & PC

? FINRA series 66

? California Health & Life Agent # 0G78617

? Clean U-4 and U-5 History

aaron xavier holland

242 Story Rd, Aston, PA 19014 ( 610-***-**** ( axholland@hotmail.c



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