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BROKERAGE OPERATIONS

Accomplished and dynamic professional, consistently recognized for effective operations and client relationship management and ability to develop sales and marketing strategies, delivering profitable solutions to attract and maintain accounts and customers, and propel company growth. A highly dedicated individual and a proven leader with documented success in progressively dynamic and challenging positions, with working knowledge of the principles and techniques of effective supervision. Innovative and reliable individual with proven ability to achieve organizational goals while displaying effective multi-tasking and time management skills. Proven ability to successfully analyze an organization’s critical business requirements, identify deficiencies and potential opportunities, and develop innovative and cost-effective solutions for enhancing competitiveness, increasing revenues, and improving customer service offerings, with ability to work effectively in busy environments with positive results. A team player with effective interpersonal and communication skills, adept at building productive relationships and building rapport with a diverse set of individuals.

Core Competencies
Strategic Planning & Implementation • Business Development • Project Management • Business Requirements Analysis • Client Relations Management • Customer Service • Process Improvement • Organizational Development & Leadership • Account Management • Negotiation & Presentation Skills • Sales & Marketing • Research & Analysis

PROFESSIONAL EXPERIENCE

Morgan Stanley Smith Barney 6/2011 – 9/2011
Advisory Support Specialist
Assisted Financial Advisor’s on MSSB Platform using SMA/UMA products like Fiduciary Services, Consulting and Evaluation Services, Investment Management Services and Personal Portfolio. Educated Financial Advisors’ in creating customized portfolios based on client needs, using multiple investment styles on MSSB platform, and the Global Investment Committee Firm discretionary Models. Updated Financial Advisors on performances and market information on Money Managers, Mutual funds and ETF’s. Assisted with account functions including inceptions, cash withdrawal, account terminations, portfolio switch, fee adjustments, wrap fees, portfolio rebalancing.

MassMutual Financial Group, New York • NY 9/1010 – 3/2011
Financial Service Professional
Assisted clients and customers with financial needs. Analyzed client needs and presented potential solutions. Presented financial/insurance services and products to clients including college savings, insurance and retirement. Established target markets, utilized center of influence to penetrate market, developed and maintained credibility and rapport. Performed an average of 100 calls a week, enforced Quick Close campaign targeting SBA lenders. Called with potential clients to discuss financial concerns and needs. Developed and implemented personal business and marketing plans.

Scott Michaels and Company, Princeton • NJ 4/2009 – 10/2009
Portfolio Manager
Provided customized and professional investment advice to individuals, public and private companies to assist in recognizing financial opportunities that meets their investment objectives. Performed 300 calls per day, prospecting European Geographic footprint for clients. Researched and analyzed markets using multiple surveillance tools. Developed knowledge in technical and fundamental analysis.

Reis Inc., New York • NY 4/2008 – 3/2009
Account Development Specialist
Gathered and provided market data to investors in the Commercial Real Estate industry to assist companies in analyzing property performances and assist investors in making informed decisions. Qualified leads based on information’s gather from Web sites, lead lists, customer referrals and other sources to develop accounts. Documented, maintained and developed prospected pipeline in sales management database for processing sales, scheduled meetings and account notes. Created and implemented sales strategies and developed marketing plans to increase or exceed assigned territory/alpha letter objectives. Collaborated with Field Sales agents to develop strategies to increase sales.
KeyHighlight:
• Successfully increased sales by 29%.
Merrill Lynch, Hopewell • NJ 5/2005 – 3/2008
Specialist, Client Service Team 6/2006 – 3/2008
Assisted customers and performed registrar activities including funds transfers, Deposits statement assessments, daily transactions, dividend and interest calculations and ACATS. Handled incoming and outgoing phone calls and written correspondence. Conducted product demonstration of online services, performed navigation to trade confirms, market analysis, statements and portfolio analysis. Recorded all client correspondence in Access Database and Siebel. Developed candidates for Series 7 test. Participated in Six Sigma project for call adherence. Maintained and developed knowledge in Check Free Security APL.

Intern- Managed Assets Group 5/2005 – 5/2006
Conducted research on ideas, strategies, and analysis on the Merrill Lynch platform of Money managers and Mutual funds to assist Consults, Mutual Fund Internal Sales Specialist Group and MAG Sales Desk in creating tailored RFPs, using various sources such as Mobius and Morningstar Hypotheticals’. Acted as manager and assisted team in using hands on approach to complete a Universal Contact Matrix via RFIs. Assisted in the IWM Diversity project, analyzed and organized data’s to create graphs with top-level managers. Participated in Six Sigma project to streamline the design of MAG Internal Sales Desk.

EDUCATION AND CREDENTIALS

Bachelor of Arts in Communication Studies, 5/2006
The College of New Jersey, Ewing, NJ
Concentration in Marketing

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