Customer Service Investment Specialist
Resume:
******@*****.***
CRYSTAL NIPPER
SKILLS
Results-focused Investment professional with strengths in multi-tasking, and attention to detail. Proficient in leveraging experience and investment knowledge to promote unparalleled customer service. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. EXPERIENCE
Company Name, Location — Retirement Investment Specialist Sept 1997- May 2013
● Account Performance Reviews, Investment Opportunity Identification
● Verbal and Written Communication
● Financial Goal Planning
● Service Oriented
● Customer Interviews, Engagement and Complaints and Resolution
● Honest and Ethical
● Reporting
● Microsoft Excel
● Honest and Dependable
● Proposals and Presentations
● Investment Guidance and Portfolio Management
● Attention to Detail
● Customer Expectations Management
EDUCATION
Longview Community College, KCMO Associate of Arts August 1994 - May 1996
EXPERIENCE
American Century Investments, KCMO
Business Retirement Specialist
Sep 1997- May 2013
● Developed financial plans to summarize individual needs and capitalize on budget.
● Formulated and actualized strategic financial plans across client investment portfolios.
● Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
● Worked successfully with diverse groups of coworkers to accomplish goals and address issues related to our products and services.
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