Client Services & Investment Support Professional

ARTHUR T DELFINO

401-***-**** **************@*****.*** 620 Bailey Hill RD, Dayville, CT 06241

SUMMARY

Financial services professional with 3 years of experience supporting high-net-worth clients, executing equity and mutual fund trades, and delivering exceptional client service in fast-paced environments. Skilled in investment products, compliance, and client education. EXPERIENCE

High Net Worth Associate, Fidelity Investments — Smithfield, RI 2022 – 2025

• Supported high-net-worth clients by handling inbound inquiries on trading, account management, and investment guidance.

• Executed equity and mutual fund trades with speed and accuracy, ensuring compliance with industry regulations.

• Educated clients on investment products and coordinated with internal departments to resolve complex financial needs efficiently.

• Recognized for performance in a fast-paced, team-oriented environment requiring adaptability, attention to detail, and professionalism.

Print and Marketing Associate, Staples — Cranston, RI 2018 – 2021

• Processed complex print orders, handled confidential materials, and ensured timely delivery with reliability and precision.

• Built strong communication and problem-solving skills by collaborating closely with customers to understand needs and deliver tailored solutions. EDUCATION

Rhode Island College, Providence, RI — Bachelor of Science in Business Management Sep 2018 – Nov 2020 GPA: 3.8

Community College of Rhode Island, Cranston, RI — Associate of Science in General Business Sep 2014 – May 2017 GPA: 3.7

SKILLS

Investment Products (stocks, mutual funds, ETFs)

Customer Education & Guidance

Financial Regulations & Compliance

Microsoft Office Suite (Excel, Outlook, Word)

Quick Learner Coachable Emotionally Intelligent LICENSES

SIE Series 7 Series 63

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