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Customer Service Financial

Location:
Austin, TX, 78746
Salary:
35000+
Posted:
May 31, 2013

Contact this candidate

Resume:

Brandon Brown

**** ***** ***** *****. ***. ***

Austin, Texas 78746

512-***-****

*********@*****.***

May 31, 2013

I am currently seeking a challenging career opportunity and am submitting

my resume for your review. In advance, thank you for your time and

consideration.

As demonstrated, I have earned a BBA in Finance from Texas State University

that has led to a job as a Financial Administrator. My employment

experience required me to provide excellent customer service, the ability

to provide excellent customer service, coordinate and manage projects and a

strong work ethic. I am also computer literate, with proficiency in both

Windows and Apples platforms as well as Microsoft Excel, PowerPoint and

Word.

I have a strong background in sports that has driven me to be a competitive

employee and student throughout my career. I believe these characteristics

to be important in the job market and will continue to strive to be the

best possible employee. Because of that, you will find me to be a driven

team player committed to supporting you in achieving your objectives

through superior performance and focused on building a long-term,

progressive career with your organization. I am confident that I could be

a valuable asset to your operations, and look forward to interviewing with

you in the near future.

Sincerely,

Brandon Brown

Brandon Brown

2301 South Mopac Expwy. Apt #118

Austin, Texas 78746

512-***-****

*********@*****.***

Career Objective

BBA, Finance Graduate eager to launch a successful career where my

competitive background will support the employer objectives

Qualifications Profile

> Successfully completed an internship and received a job within the

same company.

> Built strong relationships with clients, handled large sums of money,

and was responsible for handling client accounts and completing

financial transactions.

> Managed a small team of Interns, providing them with the resources to

succeed within the company and learn all basic skills involved.

> Employment history required customer-focused, team-oriented environment;

dynamic communication, interpersonal relation and problem solving skills

within a fast-paced environment.

> Created reports analyzing investments for Senior Advisors and clients as

well.

> Proficient in both Windows and Apples platforms of Microsoft Excel,

PowerPoint, Word and Outlook.

> Proficient in Financial Platforms such as Morningstar, Albridge, Netx360,

DST Vision, EMoney, and More.

Academic Credentials

BBA, Finance; 2007-2010

Texas State University-San Marcos, TX

. Member, Financial Management Association

Undergraduate Studies; 2005-2007

Austin Community College-Austin, TX; 2006-2007

Employment History

Financial Para-Planner, Integrated Financial Planning-Austin, TX; November

2010 - Present

. Directly worked with clients, providing customer service and managing

all aspects involved with creating and sustaining accounts.

. Strategically prepared reports for all client meetings and presentations;

processed applications required to meet critical timelines and quality

standards

. Managed a team of interns, teaching and overlooking the day to day

processes required to meet compliance and company standards.

Financial Intern, Integrated Financial Planning-Austin, TX; June 2010-

November 2010

. Learned all skills needed to be successful in a fast paced financial

environment

. Became efficient using many different Financial programs and Models

Operations Assistant, Qualitex Industrial X-Ray-Odessa, TX; Summers

. Provided quality customer service in processing orders, scheduling

appointments, responding to inquiries, and troubleshooting issues



Contact this candidate