yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

versatile business professional eager to contribute broad-scope experience toward supporting a dynamic organization in maximizing bottom-line performance.

 

profile

 

• offer over 8 years of solid and progressive client valuation experience, including expertise within account research and customer service capacities.
• adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.
• apply sharp problem-solving proficiencies and intelligent business acumen, along with exceptional written and verbal communication skills, to any professional environment.
• capable of staying focused and maintaining a calm demeanor in high-pressure situations while exhibiting high quality, diplomatic customer / client services interaction both in person and via telephone.
• technically proficient in ms word, excel, access and power point, bloomberg, and morgan markets.

 

professional experience

 

jp morgan chase                                                                                                                    2001-present

client valuation analyst, 2006-present

• successfully create and maintain corporate and fixed income valuation portfolios on behalf of north american clients for mutual fund nav calculations.
• actively serve as liaison with sales representatives and clientele in the establishment of valuation requirements.
• facilitate productive communication with multi-regional offices in the determination of securities valuations for european and asian trades.
• effectively collaborate with debt capital markets team in the compilation of clientele valuation portfolios.
• sharp business acumen and experienced in managing broad scope of operations, from creating financial spreadsheets for management review and delivering prices to clients to interacting with traders and middle office to obtain valuations on a daily basis.

 

customer account research escalation representative, 2004-2006

• spearhead the investigation and resolution of all financial and non-financial customer inquiries escalated to the management level, ensuring solutions within forty-eight hours.
• actively collaborated with numerous departments in the maximization of customer service needs and objectives.
• efficiently identified problem root causes and notified management of detailed solution options.
• hand-selected by management to assist in the transition of the research department from garden city to fort worth, tx. 
• responsible for training twenty employees in all daily research functions, while also participating in daily conference calls with management to discuss migration status.

 

customer account research representative, 2002-2004

• effectively managed both financial transactions and adjustments, ensuring quality customer service.
• proficiently applied extensive troubleshooting experience in resolving inquiries in a timely fashion.

 

customer account research associate, 2001-2002

• successfully investigated and resolved all non-financial related customer concerns in a timely and efficient manner.
• served as point-of-contact with external reporting agencies on behalf of company.

 

professional education

 

bachelor of business administration in management hofstra university                                            2006

yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a [insert job title] capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include experience in client valuation, account research and customer service capacities. an examination of my credentials will confirm that i am a skilled professional who thrives in a challenging work environment. i am driven, independently motivated, and results-oriented. i enjoy a challenge and work hard to achieve success. it is my practice to operate within a strict conduct of professionalism and integrity with my clientele. to complement this background, i offer dynamic communication, organization, leadership, and relationship management skills.

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your company, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

 

 

yyyyyy x. yyyyyy