Alec McPherson
Summary
Financial professional with strong expertise in effective communication and conflict resolution skills to enhance client satisfaction and retention. Proficient in financial analysis, customer relations, and leveraging problem-solving skills in dynamic environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
09.2023 - Current
- Registered Representative holding FINRA SIE, Series 7, and NASAA Series 63 licenses.
- Responded to client requests for products, services, and financial information.
- Placed trades in client accounts and assisted with general money movement activities.
- Assisted clients in navigating company website and placing online orders, improving overall user experience.
- Enhanced client satisfaction by promptly addressing concerns and providing accurate information.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Maintained detailed records of client interactions, contributing to comprehensive database for future reference.
Scientific Recruiter
Clinlab Staffing
04.2022 - Current
- Developed recruiting strategies to identify qualified candidates through various networks including LinkedIn Recruiter, Indeed, Monster, and Bullhorn.
- Contacted qualified candidates through outbound calls and emails.
- Conducted phone screening calls to assess applicants relevant knowledge, skills, experience, and aptitudes.
- Operated and maintained applicant tracking and candidate management systems.
- Developed and implemented plans to improve recruitment process.
- Collaborated with hiring managers to understand job requirements and expectations.
- Advertised job opportunities on social media platforms and job boards.
- Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
Strength & Conditioning Coach
Mike Boyle Strength & Conditioning
09.2021 - 03.2022
- Led daily training sessions with groups of high-performance athletes.
- Developed and implemented programs focused on improving power, speed and endurance.
- Promoted proper stretching, warmups and conditioning exercises to prevent sports injuries.
- Trained athletes in proper use of equipment for safety and maximum results.
- Offered constructive feedback to clients to help reach goals.
Exercise Science Intern
Northeast Sports Training
01.2020 - 03.2020
- Helped athletes set, pursue and attain individual and team goals.
- Enhanced functional movement pattern of each athlete.
- Promoted culture of dedication and hard work.
- Established clear benchmarks for performance and monitored individual and team progress.
- Developed relationships with clients to provide ongoing support and encouragement.
Logistics and Operations (Seasonal)
B4 Productions
06.2016 - 07.2019
- Supported production director with various tasks including site preparation for Boston Pops Fireworks Spectacular.
- Worked closely with law enforcement and city officials to ensure proper and secure site management.
- Maintained inventory of supplies and materials used in 4th of July concert on Charles River Esplanade.
Education
Bachelor of Science -
University of Rhode Island
Skills
- Customer service
- Problem resolution
- Active listening
- Critical thinking
- Attention to detail
- Teamwork and collaboration
- Friendly, positive attitude
- Time Management
- Organization Skills
- Verbal and Written Communication
Certification
- FINRA SIE
- FINRA Series 7
- NASAA Series 63
Timeline
Customer Relationship Advocate
Fidelity Investments
09.2023 - Current
Scientific Recruiter
Clinlab Staffing
04.2022 - Current
Strength & Conditioning Coach
Mike Boyle Strength & Conditioning
09.2021 - 03.2022
Exercise Science Intern
Northeast Sports Training
01.2020 - 03.2020
Logistics and Operations (Seasonal)
B4 Productions
06.2016 - 07.2019
Bachelor of Science -
University of Rhode Island
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