Sample Client Services Manager Chronological Resume Template (Page 2 of 2) in pdf

Sample Client Services Manager Chronological Resume Template Page 2

SAMPLE RESUME

Premium Financial Services, Boise, ID

1998 – 2000

Northwest-based regional financial services firm.

Client Services Representative

• Developed client base of 25 middle income clients for local, start-up financial

services company

• Counseled clients on investment strategies.

• Earned highest possible marks on client satisfaction surveys

• Achieved average 20% annual return on client portfolios after first year

EDUCATION

Daniels College of Business, University of Denver, Denver, CO

August 2005

Ranked by the Wall Street Journal as a Top 10 Finance school in 2005

Master of Business Administration Candidate - Finance, GPA 3.95

Master of Science Candidate – Marketing, GPA 3.50

University of Idaho, Moscow, ID

May 1998

Bachelor of Science - Business Administration, GPA 3.80

ACHIEVEMENTS AND ACTIVITIES

• Wrote article for the Journal of Financial Planning in August 2002 titled, “The

Winning Strategy: Excellent Customer Service”

• Presented workshop at 2003 national conference of the National Association of

Personal Financial Advisors titled, “Realizing Your Client’s Dreams: How to

Evaluate and Turn Around Low Performing Portfolios”

• Presented workshop at 2004 national conference of the National Association of

Personal Financial Advisors titled, “How to Maintain Customer Loyalty”

• Vice-President, Optimist Club of North Metro Denver

• Member, Metro Denver Chamber of Commerce

• Member, Denver Estate Planning Council

• Volunteer mentor for Big Brothers, (1999-2003)

• Volunteer for Multiple Sclerosis Walkathon (2001-present)

• Avid hiker; have reached the summit of 23 of Colorado’s 14,000 foot peaks

Sample Client Services Manager Chronological Resume Template Page 2