Vanguard - Integrated Client Services Specialist Resume Example

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Noah Smith
XXXXX XXXXXX XXXXX XX XXX XXX , Charlotte , NC 28273 | (H) XXXXX XXXXXXXX | XXXXXXXXXXXXXXXXXXXXXX
Skills
  • Active Listening Reading Comprehension Critical Thinking Personnel and Human Resources Customer and Personal Service Critical Thinking Judgment and Decision Making
Experience
Integrated Client Services Specialist 05/2013 to Present
Vanguard Charlotte, NC
  • Consistently analyzed clients investment portfolios to assess the clients needs, and engage in robust investment discussions to position appropriate products or solutions.
  • Coached peers on how to improve efficency with client interactions, by improving active listening skills and formulating appropriate questions talored to the client's need.
  • Generated assets leads, 25k + in retirement assets and 100k+ in non-retirement assets through consolidation or new client accounts.
  • Actively participated in a Bank Transfer Service Form focus group to improve conciseness and readability of the form. In return, clients ability to correctly fill out the form improved, and productivity of processing the form for fellow crew increased.
  • Interpreted and processed an array of  routine real client request.

 

Sales Assoicate 07/2011 to 02/2012
Old Navy Charlotte, NC
  • Promoted business model with E.A.S.E (Efficiency, Accountability, Simplicity, and Energy)
  • Increased sales through by properly positioning the store card
Intern 05/2010 to 08/2011
Novant Health Central Business Office Charlotte, NC
  • Collectively worked with fellow interns to perfrom variuos clerical tasks.
  • Ensured the security of patient account information while abiding by HIPAA (Health Insurance Portability and Accountability Act).
Education
Bachelor of Science: Management/Concentration in Human Resources May 2013 Winston-Salem State University - Winston-Salem, NC
High School Diploma: Jun 2009 Phillip O. Berry Academy of Technology - Charlotte, NC

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About this resume

Integrated Client Services Specialist FROM Charlotte , North Carolina RESUME

This is a resume for a Integrated Client Services Specialist in Charlotte, North Carolina with experience working for such companies as Vanguard and Old Navy. The grade for this resume is 0 and is one of hundreds of Integrated Client Services Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Integrated Client Services Specialist resume.

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School Attended
Winston-Salem State University