Client Associate Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To obtain a Client Associate position in a company that will allow me to grow with the company.

Summary Skills

Exceptional client service experience within the financial services industry

Remarkable knowledge of direct client management including field selling and account management

Profound ability to develop and execute strategic business plans

Sound financial acumen with expertise in budgeting, financial planning and reporting

Strong client service & technical skills

Ability to multi-task while delivering superior results

Work Experience:

Client Associate, August 2005 to till date

Bremer Financial Corp, Elmhurst, IL

  • Assisted with the annual financial review process with associate and principal.
  • Drafted client correspondence with attention to spelling, grammar and punctuation.
  • Prepared expense reports, transaction approval letters and discretionary distribution memos; cash flow recaps, gifting recaps, balance sheets and deposit receipts.
  • Focused on payment of individual and or fiduciary and property taxes, quarterly mailings of tax advice letters.
  • Communicated with clients and other departments regarding cash and account requests/inquiries on a daily basis.
  • Ensured end of day balancing.

Client Associate, May 2000 to July 2005

Nielsen Company, Elmhurst, IL

  • Prepared and maintained client deliverables and relationship information.
  • Liaised with advisors, Program Managers and MRA.
  • Corroborated survey content and verified information.
  • Created and ensured quality of research products; assist with and other compliance projects.


Bachelor’s Degree in Accounting, Southern Wesleyan University, South Carolina, SC