Andrew Falk
Highlands Ranch,CO
Summary
Results-driven financial planner with 4+ years of experience in customer service and investment solutions at Fidelity. Proficient in serving high net worth clients, understanding their financial goals, and delivering tailored investment strategies.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Customer Service Associate
The Browning Group II
06.2021 - Current
- Provided senior-level support to clients, addressing inquiries, resolving issues, and ensuring client satisfaction.
- Collaborated with financial advisors to gather and organize client information for comprehensive financial planning.
- Assisted in preparing client presentations and reports, contributing to clear communication of financial strategies.
- Demonstrated exceptional problem-solving skills, resolving complex client concerns with professionalism and efficiency.
Investment Solutions Representative
Fidelity Investments
11.2020 - 05.2021
- Assisted clients in selecting appropriate investment products and solutions, ensuring alignment with their financial objectives.
- Conducted thorough financial analyses to recommend optimal asset allocations and investment strategies.
- Collaborated with cross-functional teams to enhance investment product offerings and improve client experiences.
- Recognized for consistently achieving or exceeding monthly sales targets through effective consultative selling.
High Net Worth Representative
Fidelity Investments
09.2020 - 11.2020
- Provided personalized financial advice to high net worth clients, addressing their complex financial needs and goals.
- Analyzed investment opportunities, risk tolerance, and financial situations to develop tailored investment strategies.
- Built strong client relationships through proactive communication, regular portfolio reviews, and strategic adjustments.
- Achieved [X]% increase in client retention by consistently delivering exceptional service and value-added insights.
Customer Service Advocate
Fidelity Investments
12.2019 - 09.2020
- Provided exceptional customer service, assisting clients with inquiries, account management, and issue resolution.
- Demonstrated a deep understanding of financial products, services, and offerings, effectively addressing client needs.
- Collaborated with internal teams to resolve complex customer issues and ensure seamless service delivery.
- Maintained accurate records of client interactions and consistently exceeded performance metrics.
Education
Bachelor of Science -
Pennsylvania State University
University Park, PA12.2019
Skills
- Customer Service
- Problem Solving
- Client Relationship Management
- Inbound and Outbound Calling
Certification
- Finra SIE
- Finra Series 7
- Finra Series 63
- Finra Series 66
Timeline
Senior Customer Service Associate
The Browning Group II
06.2021 - Current
Investment Solutions Representative
Fidelity Investments
11.2020 - 05.2021
High Net Worth Representative
Fidelity Investments
09.2020 - 11.2020
Customer Service Advocate
Fidelity Investments
12.2019 - 09.2020
Bachelor of Science -
Pennsylvania State University
- Finra SIE
- Finra Series 7
- Finra Series 63
- Finra Series 66
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