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Customer Service Sales

Long Beach, California, 90815, United States
May 24, 2010

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Raquel Wing

**** ** ****** ****** **** Beach, CA 90815 (562) ***-****


To obtain an administrative assistant position in a dynamic company with

future potential. Seeking a challenging environment to utilize my

analytical and interpersonal skills while learning from a results-driven



California State University of Long Beach Long Beach, CA

Graduated: May 2009

Bachelor of Arts - International Studies with a minor in Spanish

Professional Experience

Morgan Stanley Smith Barney Long Beach, CA

Aug. 2009 - Present

Registered Client Service Assistant to Financial Advisor

. Assist top-producing Broker in business development and


. Handle daily client profile maintenance

. Maintain an ever-changing calendar; coordinate conference calls

. Responsible for filing, faxing, copying and other administrative


. Generate performance based reports for clients on a quarterly


. Assist clients with Class Action Suit Paperwork

. Generate mail merges and filters for mass mailings to clients

and prospects

. Help create drastic increases in sales and potential leads

through intense warm and cold calling

. Coordinate seminars and annual client events

. Perform administrative duties and maintained extensive

interaction with clients in all phases of business transactions

. Sales experience from an advisor that is in the top 1% of

advisors in the country

College Work Experience

Smith Barney Long Beach, CA

Jan. 2009 - Aug. 2009

Paid Internship

Smith Barney/ Long Beach, CA

Feb. 2008 - Dec. 2009

Paid Internship

Summary of qualifications

. Series 7 and 66 registered

. Years of practical knowledge in the financial consulting

environment and framework

. Experience with project supervision, customer service and sales

. Strong analytical, organizational, and communication skills

. Advanced knowledge of Microsoft Office Suite: Word, Excel,

PowerPoint and Outlook

. Ability to prioritize a task list, enter data, file and answer


. Quick and thorough aptness to understand clients needs

. Personally self-assertive and skilful in multitasking

. Proven self starter and full of eagerness to learn new

procedures or methods

. Established business techniques from top financial advisors in

the greater Los Angeles area

Professional References

. Furnished upon request

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