Client facing account management and support

Thomas Jones

**** ****** **. *** ** Rego Park, NY 11374 347-***-**** **************@*****.***

Experience

*** ********, *** ****, ** Feb 2012 – Aug 2017

Client Service Representative - Financial Markets

Managed key accounts at 451 Research, an information technology research and advisory firm

Responsible for 200+ accounts within Investment Banking, Primer Brokerage, Venture Capital and Private Equity organizations totaling $5.75m in revenue

Tracked and analyzed team KPIs and client interactions leading to more targeted product deliverables enabling further account penetration

Collaborated with data team in the collection, tabulation and analysis of multi-client survey data

Advised clients on appropriate research required for confidential mandates while providing technical support, product demonstrations and sales presentations

Produced 100% client retention and YOY growth of 7%

Ipreo, New York, NY Oct 2011 – Dec 2011

Research Analyst - Compliance

Performed due diligence on compliance certifications from financial service organizations

Ensured accuracy of documentation such as FINRA rule 5131 and QIB rule 144a while maintaining internal database and Ipreo’s client facing Orion Platform

Partnered with Bankers, C-level Executives, and Legal Staff to minimize regulatory risk

Summit Trading and Capital, New York, NY Jun 2011 – Sept 2011

Research Assistant

Initiate timely purchase and sale orders of S&P 500 ETFs and individual stocks on an intra-day basis with a leveraged 250k capital account

Monitored market movement, pricing pressure, and sector related stocks to rapidly communicate to Senior Traders

Alternative Asset Investment Management, New York, NY Mar 2011 – May 2011

Intern

Assisted management in organizing the Las Vegas Alternative Asset Summit featuring networking events and hedge fund boot camps, totaling 400 attendees

Managed Sage Act database and marketed to hedge funds and investors through in-depth research

StreetWise Partners, New York, NY Sept 2010 – Mar 2012

Volunteer Peer-Mentor

Led and participated in group exercises and one on one mentoring, to trainees from low-income households as they progressed through an intensive professional development program

Education

CUNY Queens College, Flushing, NY Sept 2008

Bachelor of Arts in Economics

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