Customer Service Representative Resume Chicago, IL - Hire IT People

SUMMARY

Over 13 years of financial services experience in customer service, planning, and technical support.
Exceed customer expectations by providing customer support on debt and equity securities, futures, Forex and options trading.
Ensure account opening process was a positive experience for customers by responding to account opening questions, funding options, and technical problems.
Focused on client acquisition and asset management, delivering high quality service and full breadth of financial strategies including: mutual funds, annuities, consumer loan products.
Enhance total client experience by marketing fixed and variable annuities, mutual funds, retirement and education planning.
Develop long term investment and retirement plans for professional individuals, high net worth families, and business owners.
Specialize in fixed income securities at the municipal, federal, and corporate levels.

Areas of Expertise

PROFESSIONAL EXPERIENCE

Confidential, Chicago, IL

Customer Service Representative

Confidential, Chicago, IL

Client Services Representative

Confidential, Chicago, IL

Client Services Associate

Confidential, Chicago, IL

Licensed Personal Financial Representative

Confidential, Chicago, IL

Relationship Banker

Confidential, Chicago, IL

Registered Representative

Confidential, Chicago, IL

Broker Trainee

Confidential, Chicago, IL

Market Data Support Specialist