Ethan Hunt
Arlington,VA
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
2
2
years of professional experience
Work History
Client Services Representative-Investment Services Group
PNC Investments
- Assisted clients with various tasks regarding their investment accounts
- Determined possible risk and fraud threats to clients’ accounts and addressed those situations with the appropriate departments
- Helped Financial Advisers and Client Solutions specialists open investment accounts and troubleshoot other errors
- Learned about PNC Investment’s managed accounts and assisted advisers with the platform used to build those portfolios
Client Engagement Intern
Federated Hermes Inc
06.2020 - 08.2020
- Worked with the internal client database system, improving the efficiency, accuracy and meeting required deadlines for approximately 30,000 records
- Gained an in-depth education of equity, fixed income, and money market investment products and the financial sales process
- Communicated with a client engagement consultant mentor on a daily basis, participated in sales calls, learned selling tactics and gained insight into financial markets
- Performed a presentation on a Federated Hermes mutual fund and developed a presentation on sales skills and strategies
- Executed mock sales calls with other internal reps.
Summer Intern
Wheeler Brothers Inc
05.2019 - 08.2019
- Completed customer’s orders in the Amazon department and sent them to be packed and shipped
- Organized the Amazon parts throughout the company so orders were filled more efficiently
- Took inventory of around 18,000 parts and helped locate missing parts.
Government Serviced Data Entry Intern
Somerset Developmental and Behavioral Health Services
04.2018 - 08.2018
- Created schedules and contacted patients via phone
- Assisted in converting company’s financials from paper copies to online documents
- Helped organize and deal with the company’s financials, calculating taxes and examining payroll
- Completed tasks for the Human Resources department, Fiscal, and Administration.
Education
Bachelor of Science in Business Administration - Finance
Palumbo Donahue School of Business, Duquesne University
05.2021
Skills
- Information Protection
- Client Relationship Building
- Call center experience
- Data entry proficiency
- Team collaboration
Timeline
Client Engagement Intern
Federated Hermes Inc
06.2020 - 08.2020
Summer Intern
Wheeler Brothers Inc
05.2019 - 08.2019
Government Serviced Data Entry Intern
Somerset Developmental and Behavioral Health Services
04.2018 - 08.2018
Client Services Representative-Investment Services Group
PNC Investments
Bachelor of Science in Business Administration - Finance
Palumbo Donahue School of Business, Duquesne University
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