CLIENT RELATIONS Resumes in US-Massachusetts: Thomas

CLIENT RELATIONS Resume

Contact Candidate

Name:

Thomas

Location:

US-Massachusetts

Experience:

Most Recent Job Title:

CLIENT RELATIONS

Objective:

Resume Text:

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Focus of Interest: CLIENT RELATIONS

Highly competent, customer-focused, and performance-driven professional equipped with proven record of success across diverse industries encompassing sales, client relations, problem resolution, training, and development. Exhibit knowledge of management principles involved in strategic planning, decision making, and innovative problem solving. Demonstrate expertise in identifying and capturing opportunities to expand product offerings in existing call patterns and current products in alternate markets. Highly skilled in producing dramatic increases in productivity and expanding client base; adept at building rapport and establishing alliances with people from diverse backgrounds based on professionalism and integrity. Recognized as a persuasive communicator, utilize consultative approach in working with clients while ensuring utmost satisfaction; committed to achieve the highest level of professional excellence. Proficient in Word, Excel, and Outlook.

KEY STRENGTHS

Client Relationship Management First-Rate Client Service

Analysis and Problem Resolution Comprehensive Sales Experience

CAREER HIGHLIGHTS

Client Relations

- Utilized interpersonal skills in establishing productive relationships with vendors and clients

- Applied effective strategies to promote additional products to existing clients

- Provided efficient performance in managing various CRM systems for diverse manufacturers

Leadership and Management

- Played a pivotal role in generating 45% of sales for the last two years; maintained positive relationships with other members of sales force

- Provided training to sales force regarding regulatory issues; facilitated continuing education to all registered employees

- Directed the development and implementation of Written Supervisory Procedures for firm

- Facilitated meetings and training for all trading desks in Boston, New York and San Francisco on policy and procedure

- Interfaced with registered employees in each office while facilitating continuing education to enhance overall work efficiency

Development and Implementation

- Led the implementation of recruiting techniques such as cold calling, reference checks, educational directories, networking, and job boards

- Successfully developed and expanded product offerings in existing call pattern and current products in alternate markets

- Implemented prospecting strategies to capitalize on new business opportunities, accelerate expansion, and improve profit contributions

- Reviewed, developed, and implemented policies and procedures to ensure compliance with rules set forth by regulatory agencies

Communication / Presentation

- Organized and delivered high-impact product presentations to architects and large committees

- Functioned as primary point of contact during the NYSE and NASDR regulatory audits

- Expressed and interpreted knowledge and ideas clearly; capable of exchanging information in an effective manner

Recruitment

- Coordinated sourcing of IT professionals from entry-level to senior-level candidates

- Facilitated screening and interviewing with potential candidates to identify and commend qualified ones based on experience, skill sets, compensation, location, availability, and marketability

CAREER WORK PATH

SALES AND DELIVERY - Hornstra Farms - Hingham, MA FEB 2008-PRESENT

RECRUITER - Cue Data - Norwell, MA SEPT 2007-FEB 2008

MANUFACTURER’S REPRESENTATIVE - Knowles Brothers Inc. - Quincy, MA JAN 2002-SEPT 2007

COMPLIANCE ANALYST - Moors & Cabot - Boston, MA MAR 2001-MAR 2002

COMPLIANCE OFFICER - Visible Markets - Boston, MA FEB 2000-MAR 2001

COMPLIANCE EXAMINER - Fidelity Investments, (FMR Corp.) - Boston, MA JAN 1999-FEB 2000

COMPLIANCE EXAMINER - NASD Regulation - Boston, MA MAR 1997-FEB 2000

MUTUAL FUND ACCOUNTANT / CUSTODIAN - State Street Bank - Quincy, MA SEP 1993-MAR 1997

EDUCATION

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, MINOR IN FINANCE

Providence College - Providence, RI

PROFESSIONAL TRAINING

Series 7 General Securities Representative

Series 24 General Securities Principal

Series 4 Registered Options Principal

Series 9 NYSE General Securities Sales Supervisor (Options)

Series 10 NYSE General Securities Sales Supervisor (General)

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