AMY M. CLEMMONS
Raleigh,NC
Summary
Results-driven Financial Services professional specializing in Personal Investments. Licensed in Series 7 and 63, skilled in resolving complex client account and monetary transfer issues while collaborating across business units. Builds strong client relationships and delivers exceptional service, contributing to high client satisfaction and team engagement.
Overview
5
5
years of professional experience
Work History
SR. SERVICE SOLUTIONS SPECIALIST
FIDELITY INVESTMENTS
RALEIGH, NC
11.2023 - Current
- Manage 30–40 complex client cases simultaneously, representing an average of $30M in assets, while resolving service issues and account maintenance requests to maintain seamless client experiences and minimize operational risk.
- Resolved complex client issues through personalized service, ensuring frictionless experience and promoting client confidence in financial decision-making, achieving efficiency and casebook scores of 90%.
- Applied creative problem-solving to balance client satisfaction with risk management, successfully resolving challenging situations to ensure high-quality outcomes for transfers and account maintenance.
HIGH NET WORTH SERVICE ASSOCIATE
FIDELITY INVESTMENTS
RALEIGH, NC
10.2022 - 11.2023
- Delivered tailored service to hundreds of Fidelity’s highest-net-worth clients, enhancing client relationships and ensuring high satisfaction across service needs.
- Earned 3 performance awards: “Thinks and Works Across Fidelity,” “Customer Obsessed,” and “Owns the Outcome” for demonstrating cross-functional collaboration and exceptional client service on complex issues.
CLIENT RELATIONSHIP ADVOCATE
FIDELITY INVESTMENTS
RALEIGH, NC
09.2021 - 10.2022
- Obtained FINRA Series 7, 63, and SIE licenses, demonstrating expertise in financial services.
- Achieved accelerated promotion for consistently exceeding performance expectations and delivering strong client satisfaction results.
- Assisted clients with account inquiries and resolved service issues promptly.
- Provided accurate information on investment products and services to clients.
- Processed transactions efficiently using internal systems and tools.
MARKETING/COMMUNICATIONS INTERN
ARMACELL LLC
05.2021 - 09.2021
- Led the design and execution of key marketing initiatives, driving increased brand visibility and engagement.
- Supported product management teams with marketing insights, enhancing impact reporting and decision-making.
Education
Bachelors of Arts - Political Science & Sociology
NORTH CAROLINA STATE UNIVERSITY
Raleigh, NC06-2021
Skills
- Client Relationship Management
- Financial analysis
- Risk management
- Case resolution
- Data management
- Excel
- Document Automation
- Presentation Development
- Critical thinking
- Attention to Detail
- Organization
- Teamwork
- Collaboration
- Client Communication
- Interpersonal Communication
Outside Interests
- Carolina Circus Festival Fire Performance Coordinator 501c(3) Non Profit Festival in Downtown Cary Park promoting creativity, collaboration & mental health awareness
Timeline
SR. SERVICE SOLUTIONS SPECIALIST
FIDELITY INVESTMENTS
11.2023 - Current
HIGH NET WORTH SERVICE ASSOCIATE
FIDELITY INVESTMENTS
10.2022 - 11.2023
CLIENT RELATIONSHIP ADVOCATE
FIDELITY INVESTMENTS
09.2021 - 10.2022
MARKETING/COMMUNICATIONS INTERN
ARMACELL LLC
05.2021 - 09.2021
Bachelors of Arts - Political Science & Sociology
NORTH CAROLINA STATE UNIVERSITY