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Ubs Financial Services - Trade And Processing Specialist Resume Example

Paisley Bryant
Weston , FL 33326
Professional Summary

Accomplished and energetic with a solid history of achievement in the fast paced Financial Industry. Service oriented with over fifteen years of experience dealing with clients and customers of all ages and backgrounds.  Motivated leader with strong organizational and time management skills.  Team player with a solid work ethic. Quick learner and eager to meet new challenges and expectations.

  • Numerous years of experience in a fast paced, high pressure, deadline driven, customer service-oriented environment  in the financial industry. Excels under high pressure and deadline driven environments.
  • Facilitate client focused and service oriented environment vital to maximizing customer satisfaction and retention.
  •  Identify and resolve client and internal issues.
  • Dynamic communication, organization, and time management skills as well as ability to multitask in a timely fashion.
  • Proactive team player equally efficient  in independent as well as collaborative environments.
  • Aware of company's compliance and ability to implement rules and procedures.
  • Leadership qualities and ability to train and coach others  to facilitate having a well rounded and successful team.
Trade and Processing Specialist Jan 2010Present UBS Financial Services Boca Raton, FL
  • Offers numerous years of progressive experience in the financial industry with expertise  in  unique  personal and financial situations.  Confidentiality always respected   for all clients. 
  • Experience with  high net worth clients.
  • Performs cash management functions such as: processing securities and correspondence; Keeps updated impeccable records and prepared for an audit at anytime. Processes  (including but not limited to) special orders, including margin, risk, fed fund wire transfers, trade processing and corrections, internal and external funds transfers in the main hub of our complex which includes eight branches.
  • Reconciles account-related statements and portfolio reports while maintaining  new account process for the branch as well as for the complex.
  •  Corrects discrepancies as a result of  monitoring  and processing pending items.
  • In charge of coordinating activities of  branch and complex such as meetings or conferences internally and externally .  with all departments concerned with the production, new products, pricing, sales, or allocation of products.
  • Establishes and implements goals, objectives, and procedures.
  • Performs cashier duties for complex such as depositing and distributing checks, along with  greeting or assisting customers.
  • In charge of ordering  inventory for branch as well as complex.
  • Computer literate in the areas of different software such as: Word processing software, Spreadsheet software, Internet, and e-mail software (Examples include: Microsoft Office, Microsoft Word, Microsoft Excel).  Ability to learn new and applicable software.
Client Service Associate Apr 2006Jan 2010 UBS Financial Services Aventura/ Boca Raton, FL
  • Business savvy and excellent in verbal and written communication skills. 
  • Client product packages based on assessment of customer's needs.
  • Explanation of statements, accounts, and trust documents, or any forms to clients.
  • Research and recommend new products or services to clients.
  • Assist in growing business through existing clients and prospects.
  • Increase revenues and assets from existent clients by developing  client relationships through statement reviews, trading, and new products, and promotions. Known for patience with elderly or clients unfamiliar with market conditions and trends.  Able to articulate and explain in a simple fashion to make the client feel comfortable.
  • Proven client relationship and experience along with problem solving, multitasking and organization skills.  
Teacher Sep 1999Jun 2007 Temple Dor Dorim Weston , FL

Teacher of students with multiple ages for nine years with excellent parent and teacher communication,  as well as confidentiality, and team player.

High School Diploma: Education Sarasota, FL Sarasota High School Jun 1996
Davie, FL Broward College
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Resume Details

This is a real resume for a Trade and Processing Specialist in Weston, Florida with experience working for such companies as Ubs Financial Services, Temple Dor Dorim. This is one of the hundreds of Trade and Processing Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Trade and Processing Specialist resume.

Previous Companies:

  • UBS Financial Services
  • Temple Dor Dorim

Previous Job Positions:

  • Trade and Processing Specialist
  • Client Service Associate
  • Teacher


  • Sarasota High School
  • Broward College

Level of Education:

  • High School Diploma

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