Mutual Fund Representative Resume Samples

A Mutual Fund Representative is responsible for administering and managing the mutual fund products and services. The job description and duties are listed on the Mutual Fund Representative Resume as – marketing and selling financial products and services to clients; giving advice on matters such as annuities, estate planning, insurance, mutual funds, stocks, education savings, trust funds, and retirement plans; being accountable for compiling, capturing and gathering the client’s personal and financial information, reviewing the accounts of the client and modifying plans and making changes in terms of life or economic changes.

To ensure success in this field, the applicant should be able to demonstrate evidence of the following on the resumes – strong values of trust and good analytical skills, the ability to work in a team environment and be ability to work under pressure. Researching skills, and strong communication skills are also needed. Those with a degree in business management gain easy eligibility.

Mutual Fund Representative Resume example

Mutual Fund Representative Resume

Objective : Seeking to acquire an opportunity in Mutual Fund Representative that will allow me professional growth and development. I am a motivated, ambitious individual able to problem solve, organize and coordinate with minimum supervision. I bring strong communication and customer service skills to exceed the employer's expectations in a highly stimulating and challenging environment.

Skills : Bilingual Spanish, Multi-Tasking.

Mutual Fund Representative Resume Model
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Description :

  1. Provided professional customer/staff support over the phone.
  2. Handled high-volume calls in a fast-paced setting.
  3. Analyzed situations to provide the best information.
  4. Maintained good customer service relationship.
  5. Maintained good work environment with co-workers Accomplishments Dependability to be at work station and ready to perform my duties.
  6. Followed procedures for assisting Agents on the phone for processing transactions.
  7. Provided information processing, computer software services and business solutions to the financial services, communications, and healthcare.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.A. In Music Education


Mutual Fund Representative Resume

Objective : To find a Mutual Fund Representative position, a new opportunity, in a client/customer service capacity or a related area with an organization that will utilize my skills in dependability, judgment and leadership.

Skills : SAP Order Processing, Customer Service.

Mutual Fund Representative Resume Template
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Description :

  1. Experienced in high production environment Handling confidential and protected information.
  2. Consistently exceeded quality and productivity standards while administering accounts including 401(K), simple IRAs, 403(b)7, Profit Sharing Plans, and Money Purchase Pension Plans.
  3. Processed and completed asset transfer requests to and from T.
  4. Managed the product portfolio and pricing strategy.
  5. Managed sales and marketing efforts in a multi-channel model.
  6. Built strong client relationships through effective communication with clients.
  7. Worked directly with top-tier sales representatives to build relationships with key clients.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Junior
                Education
                Education
                Diploma In Education


                Mutual Fund Representative Resume

                Headline : Secure a Mutual Fund Representative position with a company that allows me to utilize my customer service skills to provide exemplary service to customers and co-workers. Skills Highlights Proficient in Microsoft Word, Publisher, Access, Excel, Outlook, and PowerPoint QuickBooks, Tax Preparation, Data Entry 1060 KPH, Typing 65 WPM, Medical terminology, Application Processing, Professional Verbal and Written Articulation.

                Skills : Investigative Research, Planning Skills.

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                Description :

                1. Performed duties as a liaison between DST Systems and clients.
                2. Mailed correspondence to shareholders for any issues pertaining to clients' accounts.
                3. Performed quality checks on completed work, as well as client follow-ups.
                4. Processed transactions such as creating new accounts, exchanges, and redemptions for mutual fund clients.
                5. Completed on-the-job peer training to further advance and stay current on new company policies.
                6. Worked with clients in the decision-making process in regards to their investment choices.
                7. Posted investments payments to accounts daily Assist investors in making the best decisions regarding their fund accounts.
                Years of Experience
                Experience
                5-7 Years
                Experience Level
                Level
                Executive
                Education
                Education
                BA In Business Management

                Mutual Fund Representative Resume

                Objective : As a Mutual Fund Representative, responsible for Demonstrating ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc) and internal sales team with service-related requests, via telephone and e-mail, Carefully managing new business cases through the new business process to ensure successful placement of the business.

                Skills : Customer Service, Education, Administrative.

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                Description :

                1. Experienced in high handling confidential and protected information.
                2. Processed daily reports to ensure accuracy in accounts and mutual fund trades.
                3. Adhered to business policies, and financial regulatory guidance.
                4. Provided information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered.
                5. Established retirement and non-retirement accounts for various types of 401(K) plans using AWD and SPDS.
                6. Processed unique distributions such as death, divorce, and large contributions.
                7. Researched and reconciled account discrepancies quickly and accurately.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Junior
                Education
                Education
                GED

                Mutual Fund Representative Resume

                Objective : Looking for a career that will provide me with different opportunities, the ability to use my customer service skills, and present me with challenges to grow professionally.

                Skills : Accounts Payable, Data Entry, People Soft, Microsoft Office, Scanner And Fax Machine, Multiple Phone Line.

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                Description :

                1. Provided complete and accurate account information to shareholders and clients.
                2. Followed Boston Financial Data Services code of ethics, other policies, and procedures.
                3. Gained knowledge of mutual fund companies.
                4. Used multiple interfaces and computer applications.
                5. Provided departmental overviews, mentoring, and supervisory coverage for new co-workers.
                6. Significantly improved workflows and procedures through leadership and participation in various projects.
                7. Built a strong client base through personal referrals from current clients.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Junior
                Education
                Education
                GED

                Mutual Fund Representative Resume

                Summary : Achievement-oriented Mutual Fund Representative professional with 20 years experience in planning and budgeting, account reconciliation, business support, performance reporting, forecasting, timely/accurate reporting, and project management. Strong Microsoft Office skills, organizational aptitude, excellent at multi-tasking and meeting multiple deadlines.

                Skills : Unix Administration, Computer Hardware, Microsoft Office, Customer Service, Answering Phones, Call Center.

                Mutual Fund Representative Resume Example
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                Description :

                1. Evaluated, verified, and processed routine service requests for purchases, redemptions, transfers, new account setups, maintenance, etc., from shareholders, broker/dealers, third-party entities, institutions, and client fund groups.
                2. Took phone calls via telephone to process trades for the stock market.
                3. Setup and changed checking account information per clients' requests.
                4. Processed trades per request via email/ or fax.
                5. Placed stop transfers on accounts not eligible for trading.
                6. Recorded transactions accurately, and kept clients informed about transactions.
                7. Reviewed financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions.
                Years of Experience
                Experience
                7-10 Years
                Experience Level
                Level
                Management
                Education
                Education
                GED

                Mutual Fund Representative Resume

                Objective : As a Mutual Fund Representative, responsible for Anticipating producer needs and providing creative alternatives to service requests, Partnering with Internal Divisions to ensure excellent service is consistently provided, and often serving as the liaison between external customers and internal functional groups, Actively sharing service and processing improvement ideas, contributing to a culture of continuous improvements.

                Skills : Microsoft Dynamics, Microsoft Powerpoint, Financial Analysis, Financial Modeling, ERP, Forecasting.

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                Description :

                1. Ensured company compliance with federal and state laws, including reporting requirements.
                2. Verified and examined information and accuracy of loan application and closing documents.
                3. Presented loan and repayment schedules to customers.
                4. Reviewed customer accounts in order to determine whether payments are made on time and that other loan terms are being followed.
                5. Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment.
                6. Implemented financial planning recommendations or refer clients to someone who can assist them with plan implementation.
                7. Evaluated and processed routine service requests from shareholders, brokers, and client fund groups.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                MS

                Mutual Fund Representative Resume

                Objective : Dynamic individual with the ability to adapt to new situations quickly. Eager to learn new concepts. Self-motivated and reliable, with over 10 years of experience in team leading, customer service, and training. Capable of working under tight deadlines and always quality-driven, detailed oriented, and focused on customer satisfaction.

                Skills : Typing, 10key By Touch, Microsoft XP, Excel, Data Entry.

                Mutual Fund Representative Resume Example
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                Description :

                1. Completed redemption and change-of-ownership request paperwork received from shareowners.
                2. Transferred large dollar accounts from retail mutual fund accounts.
                3. Interfaced regularly with other departments when performing assigned tasks and resolving customer problems.
                4. Performed various clerical duties as requested by management.
                5. Opened and closed funds on a daily basis, to secure the correct fund pricing.
                6. In charged of processing the end of the monthly average cost report.
                7. Handled incoming calls from shareholders and prospective customers.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Junior
                Education
                Education
                Diploma

                Mutual Fund Representative Resume

                Objective : Motivated, personable Mutual Fund Representative professional with a high school diploma and a successful 5-year track record of excellent customer service. Talent for quickly mastering technology. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records.

                Skills : Sales, Office Administrator.

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                Description :

                1. Processed account information that included: new account set-up, purchases, exchanges, transfers, and liquidations.
                2. Analyzed documentation on the legality of transfers and liquidations based on divorce, death, and/or any other separation of funds.
                3. Processed computer-generated reports for the fund companies to analyze financial markets.
                4. Researched and corrected any improper information processed on the accounting system.
                5. Performed account purchases, created new accounts for customers, and performed account maintenance in a teamwork-oriented environment.
                6. Learned valuable communication skills and coordination skills for achieving goals as a group.
                7. Communicated and/or reported open, unresolved items to the appropriate parties in a timely manner Cross-train within the contact center to assist others.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                Bachelor Of Science

                Mutual Fund Representative Resume

                Headline : Seeking a Mutual Fund Representative position in an office environment, where there is a need for a variety of office tasks including, computer knowledge, and organization skills and data entry expertise.

                Skills : DST Software, NT Desktop, Smart Desk, AWD, TA2000 and Rumba/3270.

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                Description :

                1. Answered calls from the automated call distribution (ACD) system and processed letters of instruction to correct mutual fund transactions from multiple brokerage firms and financial institutions.
                2. Performed the departmental workflow process to determine which work type category it should be assigned to within the workflow center, especially identifying time sensitive transactions.
                3. Facilitated several training classes and crafted training procedures Wells Fargo Bank (formerly known as Wachovia Securities), Glen Allen, VA As a mutual fund trader and mutual fund reconciliation specialist, initiated new mutual fund trades, entered trade corrections and monthly reconciled over 500 broken trades.
                4. Assessed processing requests to determine the nature or type of action being requested and accurately process each requested financial and non-financial transaction.
                5. Evaluated and/or verified service requests for each requested financial and-financial transaction including, but not limited to purchases, redemptions, maintenance, transfers, exchanges, and new account set-ups.
                6. Processed transaction, verify all appropriate paperwork has been collected and completed accurately.
                7. Researched and followed up on outstanding items necessary to complete the transaction.
                Years of Experience
                Experience
                5-7 Years
                Experience Level
                Level
                Executive
                Education
                Education
                Bachelor Of Science