decisive leader

Kim Anderson

Email: aboqhv@r.postjobfree.com

Address:

City: Jacksonville

State: FL

Zip: 32226

Country: USA

Phone: 904-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Experienced Investment Banker with 5 years experience in result driven environment. Consistently recognized as a decisive leader and excellent team player. Well qualified in all aspects of service oriented environment focused on high level financial transactions. Ability to maintain a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty.

Educational Background:

High School Dipolma from Mercer University, Macon GA 1/2001 to 6/2007 (History, Business)

Job History / Details:

Objective

To leverage knowledge and ability with-in the Investment Banking Industry in either a face-to-face or call center to help provide high level service operating under a team-oriented environment.

Professional Summary

Experienced Investment Banker with 5 years experience in result driven environment. Consistently recognized as a decisive leader and excellent team player. Well qualified in all aspects of service oriented environment focused on high level financial transactions. Ability to maintain a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty.

Areas of Expertise

-FINRA Series 7 License

-NASAA Series 63 License

-Exceptional sales skills

-Goal-oriented

-Reliable

-Strong problem-solving capabilities

-Self-sufficient

-Excellent communication skills

-People-oriented

-Talented client relations manager

-Skilled in call center operations

-Proficiency with CRM systems

-Excellent negotiating tactics

-Advanced mathematical aptitude

Work Experience

April 2008 to October 2012

Fidelity Investments Jacksonville, Florida

Investment Banker

Worked with High Net Worth Clients ($1 milllion ) in all aspects of their relationship with Fidelity in an inbound call center environment. Proficient in Stock, Options, Bond and Mutual Fund trading. Effectively managed a high-volume of inbound and outbound customer calls. Accurately documented, researched and resolved customer service issues. Worked with upper management to ensure appropriate changes were made to improve customer satisfaction. Implemented financial planning recommendations. Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. Maintained friendly and professional client interactions at all times.

August 2007 to March 2008

Fortune Five Marketing Jacksonville, Florida

Sales Consultant

Contacted new and existing customers to discuss how their needs could be met through specific products and services. Emphasized product features based on analysis of customers' needs. Selected the correct products based on customer needs, product specifications and applicable regulations. Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.

Education

2007 Mercer University Macon, GA

Bachelor of Arts History

Professional Affiliations

Licenses: Series 7 & 63

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