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Yyyyyy x. yyyyyy

45 Newkirk Street, #0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

 

Details-focused Investor Relations Specialist eager to offer 6+ years of progressive Financial Services,

Strategic Analysis / Planning, Account Management, Research / Development, Client Services,

and Regulatory Compliance experience toward maximizing an employer s bottom-line results.

 

Profile of Qualifications

 

         Top performer who uses strong communication skills to acquire, retain, and expand new / existing client relationships, along with meeting with clients to ascertain financial needs and provide key product recommendations.

         Ambitious self-starter who excels at evaluating hedge / mutual funds, analyzing financial goals, identifying profitable growth opportunities, researching strategies for resolving critical challenges, and optimizing core services.

         Out-of-the-box thinker who offers core knowledge of financial products, account management, and industry trends.

         Attained a Bachelor of Arts in Business Management from Manhattanville College (Graduated 2000).

         Holds Series 6, 7 and 63 Licenses.

 

Career Highlights

 

        Recognized for performance excellence with continual high ratings from management on rigorous job reviews.

        Successfully promoted to take a leadership role within a 10-member team of Investor Relations Representatives.

        Managed staff stock purchase plans for employees of Fortune 500 companies such as Microsoft, UPS, and MetLife.

        Optimized client communications by interfacing among customers via Live Chat to actively resolve financial issues.

 

Professional Synopsis

 

Investor Relations Representative III, Legg Mason & Company, LLC, New York, NY           2007 C Present

 

        Communicate fund objectives, performance, and characteristics among retail investors and industry professionals in expert accordance with compliance guidelines for a major asset company with $600+ billion under management.

        Process all redemptions, exchanges, and subscriptions while providing key advisement per client investment goals.

        Assist with legal process / requirements for transfer of securities ownership due to death, divorce, or other reasons.

        Utilize broad scope of financial knowledge to research and resolve issues with compensation paid to brokers, including monitoring and managing trade discrepancies and tax reporting errors to ensure seamless fiscal processes.

        Liaise among third party administrators to investigate and settle issues associated with 401(k) plans.

        Support management with product and operational training of new representatives.

 

Client Services Representative, Mellon Investor Services, Jersey City, NJ                                 2005 C 2007

 

         Proactively served as the first point-of-contact between the Transfer Agent for 150+ publicly traded companies and existing and prospective clients, including assisting in the opening and maintenance of direct stock purchase plans.

         Advised employees of Fortune 500 companies in the establishment and maintenance of stock purchase plans, and assisted with legal processes and requirements for ownership transfers between individuals and financial institutions.

         Built and sustained solid client relations by processing trades and investigating and resolving various trading issues.

         Provided general information regarding tax reporting procedures and requirements to support client objectives.

 

Information Agent, D.F. King & Company, Inc., New York, NY                                                    2004 C 2005

 

         Served as an intermediary between Fortune 500 companies and their stockholders with regard to corporate actions, including contacting stockholders undergoing shareholder meetings to obtain votes on behalf of Board of Directors.

         Advised stockholders on corporate mergers, reorganizations, tender offers, rights offering, and debt restructurings.

         Relayed feedback from stockholders to executive-level managers regarding perception of diverse corporate actions.

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