Client Services High Net

JM

JAMES MYERS

********@*******.*** 603-***-**** Epping, NH 03042

Dynamic financial professional with extensive experience at Fidelity Investments, excelling in high net worth client services and retirement planning. Proven track record in relationship management and financial analysis, recognized with multiple awards for excellence. Adept at optimizing digital workflows and mentoring teams, leveraging tools like Salesforce and Tableau to drive results.

High Net Worth Client Services

Retirement Planning & Investment Strategies

Relationship Management & Consultative Sales

Financial Analysis & Reporting

Mentoring & Leadership

Digital Experience and Workflow Optimization

Salesforce

Tableau

Xtracs

FocusPoint

Microsoft Office

New York Life

Insurance Agent

09/2024 - 10/2024

Licensed in Health and Life Insurance across multiple states Sold annuities and insurance policies tailored to meet clients' retirement and legacy planning needs

Assisted clients in securing income strategies and legacy preservation solutions

Fidelity Investments

Investment Solutions Representative I

12/2023 - 09/2024

Conducted consultative sales and retirement planning, helping clients consolidate assets and optimize investment strategies Initiated outbound calls to welcome new clients, probing for outside assets and offering tailored financial solutions

Facilitated connections with Financial Consultants and Brokerage Consultants while leveraging retirement analysis and investment selection tools to educate clients on personalized strategies Fidelity Investments

High Net Worth Representative II

01/2011 - 12/2023

Provided white-glove service to HNW clients by executing complex trade orders and managing intricate financial cases

Consistently recognized for excellence, including multiple Excellence in Action Awards, Branch Partnership Award, and numerous Team MVP and WOW Awards (CEI scores exceeding 92%)

Played key roles as Fixed Income Ambassador, Mobile Technology Ambassador, and Brokerage Ambassador, ensuring seamless communication of market trends, product updates, and procedural changes

Secured 2nd place in Fidelity's 'Winning is a Habit' campaign Fidelity Investments

Branch Digital Experience Partner

06/2023 - 10/2023

Collaborated with the Branch Digital Experience team to minimize paperwork across investor centers, improving operational efficiency Executive Summary

Key Skills

Professional Experience

Led projects involving data analysis and presentation of findings from Salesforce, Xtracs, Tableau, and Excel to senior management, driving process enhancements and workflow optimization

Fidelity Investments

Regional Center Boston Experience

(RCBX) Associate

01/2023 - 04/2023

Selected for the prestigious RCBX program at 245 Summer Street, engaging with cross-functional teams and senior executives

Served on the RCBX Associate Council and participated in the HNW II Pilot Program

Authored and distributed 'Jim's Market Minute,' a weekly market update Facilitated client call listening sessions for internal groups and attended cross-business unit roundtables

Fidelity Investments

Creative Design Experience Loan

Assignment

04/2020 - 09/2020

Partnered with the Creative Design Experience (CDX) team to deliver innovative projects for multiple squads, including NLP initiatives like Notorious B.O.T

Co-led creative thinking workshops for senior executives and contributed to the design improvements of Fidelity.com, agentBOT, and the Virtual Assistant

Developed a comprehensive Day Trading Decision Tree to enhance PI associate decision-making

Mentored new CDX teammates and participated in recruitment interviews Fidelity Investments

Full Trader, Personal Workplace Investing

(PWI)

04/2010 - 12/2010

Executed trades in stocks, options, CDs, and GSEs while providing comprehensive customer service

Exceeded departmental lead generation goals and demonstrated commitment by leading the team in overtime participation Fidelity Investments

Financial Associate II - Tax Exempt

10/2009 - 04/2010

Acted as Master Representative, assisting participants with investment strategies and plan administration

Partnered with RIAs to address trading and administrative inquiries Participated in a Six Sigma project aimed at improving call quality and client experience

Fidelity Investments

401k Master Representative, PWI

08/2007 - 10/2009

Guided plan participants in managing employer-sponsored retirement accounts, trading mutual funds, and ensuring account security Provided investment education and facilitated plan enrollment processes Fidelity Investments

Health and Insurance Representative, PWI

09/2006 - 08/2007

Educated clients on health and life insurance benefits, assisting them in enrollment and policy management

Hard Core Paper Tubing

01/2002 - 01/2006

Various roles at Hard Core Paper Tubing and restaurants including Legal Seafoods.

Northeastern University

Bachelor of Science in Finance

01/2002

Member, FIVE (Fidelity Investments Veteran Employee) Resource Group Education & Licenses

Professional Affiliations

Certifications & Licenses

Series 7

Series 6

Series 63

Series 66

Currently enrolled in Certified Financial Planner (CFP) coursework (since 07/01/23) Various roles at Hard Core Paper Tubing and restaurants including Legal Seafoods, 01/01/02, 12/31/06 Prior Experience

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