Jacob Stein
Request for Proposal (Rfp) Associate @Fisher Investments
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WORK HISTORY
Request for Proposal (Rfp) Associate @Fisher Investments
Camas, WA, US
As a client service associate, I act as the liason between the client and FI by providing unparalleled service to ensure an efficient and effective customer experience. More specifically, my role is Client Account Coordinator, and I specialize in onboarding clients, establishing new accounts, and conducting funding transfers. I’ve become an expert in the non-trading process, as I’m eager to continue learning more about the financial service industry.
EDUCATION
SUNY Geneseo
Undergraduate
ABOUT JACOB STEIN
I am a highly motivated, hard-working individual with an education in finance and economics from a top business state school. I have the ability to handle multiple priorities at one time while maintaining attention to detail and accuracy. In addition to my technical skills, I also possess strong organizational abilities that allow me to prioritize responsibilities in a fast-paced environment. My communication skills are exceptional and I can communicate professionally with all levels within an organization as well as with external business partners and vendors/customers alike. These skills will be utilized for the benefit of any corporation or organization
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