Customer Service Account Executive
Resume:
Bachelor Of Arts:
Letters And Science
University Of Wisconsin -
Madison
Madison, WI
**********@*****.***
Bloomington, MN 55437
Skills
• Professional Networking
• Client Retention Strategies
• Financial Acumen
• Performance Tracking
• Regulatory Compliance
• Promotional support
• De-Escalation Techniques
• Report creation
• Understanding Customer Needs
Professional telephone
demeanor
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• Needs Assessment
• Order Processing
• Customer Service
• Direct Sales
• Account Management
• Multitasking
• Call Documentation
Education And Training
Certifications
• Series 7
• Series 63
Seasoned professional in premium services representation, bringing a strong background in customer service, client relationship management, and problem resolution. Skilled at assessing client needs and providing tailored solutions for improved satisfaction. In previous roles, implemented new strategies to enhance customer experience and streamline operations. Able to leverage communication skills and business acumen to drive company goals and improve bottom-line results.
Fidelity Investments - Premium Services Representative Bloomington, MN
03/2021 - 09/2024
Van Clemons And Co. - Account Executive
Minneapolis, Minnesota
09/2002 - 03/2021
Ken Filreis
Summary
Experience
Answer incoming calls from customers regarding inquiries and complaints, providing prompt and courteous customer service.
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Maintain accurate records of customer interactions and transactions in the database system.
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• Conduct stock, mutual fund, option, and fixed income transactions.
• Refer to other Fidelity services.
Aid in conducting research, analysis and review mutual fund and stock purchases and sales on the Fidelity website.
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• Contact Fidelity customers' personal reps.
Make appointments for customers with Fidelity Reps for meetings face to face, zoom or phone.
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Provide timely resolution of customer issues, escalating as necessary to ensure satisfactory resolution.
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Set up investment plans for periodic investments or withdrawals, allowing for taxes and modifications to these plans when necessary.
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• Provide investment advice on the purchase and sales of securities.
• Interview clients to determine assets. liabilities, cash flow Analyze data from financial/business publications, stock reports, internet research, and marketing trends to recommend potential. investment options
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• Provide full service transactional reporting
Activities And Honors
Owner and artisan - ken Filer's Woodcrafts, specializing in the production and sales of scroll saw hand-designed natural wood gifts and decorative artwork
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