Amanda Edgerly
Weare,NH
Summary
Dynamic Client Services Hiring Consultant at Fidelity Investments with a proven track record in selecting diverse talent and enhancing candidate experiences. Recognized for effective communication and problem-solving skills, driving engagement and fostering relationships. Adept at managing competing priorities while achieving business growth objectives.
Overview
13
13
years of professional experience
Work History
Client Services Hiring Consultant
Fidelity Investments
10.2021 - Current
- Selecting and hiring diverse, inclusive, and quality talent to critical Brokerage client-facing roles
- Maintaining and developing relationships with key business partners including HR, Onboarding, and Leadership
- Providing an engaging and welcoming candidate experience
Central Relationship Manager
Fidelity Investments
02.2019 - 10.2021
- Partnered with Investment Centers to serve as point of contact for scheduling meetings for financial planning needs using Outlook and Zoom
- Uncovered and analyzed client needs for additional conversations with their Consultants
- Pursued leadership opportunities team and department wide (new hire mentor, creator of on boarding documents, ambassador to the role)
Senior Risk Analyst
Fidelity Investments
04.2018 - 02.2019
- Analyzed and vetted alerts generated in several internal and vendor surveillance applications based on activity through all of Fidelity’s operating companies
- Identified activities that could pose substantial financial or regulatory risk to the firm
- Identifying trends/themes or patterns of issues and raising them to the appropriate partners along with recommendations and solutions for addressing issues
- Aided the firm in meeting overall Anti-Money Laundering Compliance and Fraud Detection obligations
Senior Service Support Specialist
Fidelity Investments
10.2014 - 04.2018
- Handled complex problem resolution for HNW clients to create an ease of doing business
- Supported HNW phone sites and branches as a subject matter expert on transfer of assets, cost basis, and all money movement transactions
- Manage competing priorities
- Pursued leadership opportunities team and department wide (new hire mentor, customer success coach, diminished capacity subject matter expert)
- National leader in business growth and development goals
High Net Worth I Associate
Fidelity Investments
07.2013 - 10.2014
- Drove purposeful, engaged, client dialogue with clients related to the markets and research tools and online features
- Efficiently traded stocks, bonds, and mutual funds
- Accurate and timely processing of monetary transactions
Financial Representative
Fidelity Investments
08.2012 - 07.2013
- Represented Fidelity as a qualified financial professional
- Accurately traded stocks, mutual funds, and bonds
- Top performer on team for call quality
Education
B.S. - Operations and Project Management
Southern NH University
NHA.S. - General Studies
NH Technical Institute
NHSkills
- Effective communicator
- Empathetic listener
- Problem Solver
- Team-oriented mindset
- Communication skills
- Multitasking capacity
Websites
Timeline
Client Services Hiring Consultant
Fidelity Investments
10.2021 - Current
Central Relationship Manager
Fidelity Investments
02.2019 - 10.2021
Senior Risk Analyst
Fidelity Investments
04.2018 - 02.2019
Senior Service Support Specialist
Fidelity Investments
10.2014 - 04.2018
High Net Worth I Associate
Fidelity Investments
07.2013 - 10.2014
Financial Representative
Fidelity Investments
08.2012 - 07.2013
B.S. - Operations and Project Management
Southern NH University
A.S. - General Studies
NH Technical Institute
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