Derek James Email & Phone Number

Greater Boston Area

Seven Step Recruiting is an innovative recruitment process outsourcing (RPO) company, helping businesses meet high-volume, high-complexity hiring needs. We deliver recruitment results simply and effectively, with an emphasis on teamwork, measurement, and accountability in every step of the recruitment process. Seven Step is part of the Motion Recruitment Partners family of innovative recruitment companies.

Welcomed customers immediately after entering the branchMaintained connections with customers and processed banking requestsRecommended products that were suitable for customers

Conducted detailed market and competitive research, market sizing and trend analysis for selected portfolio companies Prepared market research presentations for upper-level management

Worked under supervision to help customize the portfolio weightings of client assets according to risk tolerance and time horizonPrepared portfolio performance reviews for client meetings, assisted advisors during consultations and collected feedback through online surveys Processed all business-related receipts and managed the group’s expense reports Solicited potential clients by phone under instruction by upper management Provided support to existing clients over the phone and solved basic account-related issuesProjected future economic conditions by summarizing a Merrill Lynch conference call

Assisted supervisors in providing customized financial plans for clientsOrganized client files and constructed the client database electronically Assisted staff members by completing miscellaneous projects

Bachelor, Finance

Activities and Societies: Johnson Investment Council Endowment Fund Management at UC, Student Portfolio Manager, Cincinnati, Ohio, 2009.

Certificate, Asian Studies

Successfully completed all required Chinese language courses

Education record