Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Andrew Sherman

Brentwood,NH

Summary

Experienced and detail-oriented with a proven track record in managing complex client cases, resolving asset transfer issues, and facilitating seamless financial transactions. Skilled in navigating brokerage firms, working with transfer agents, and managing high-value money movements. Adept at opening and managing corporate and trust accounts, collaborating with third-party advisors, and delivering exceptional service to high-net-worth clients. Act as a key liaison between front-line service teams and back-office processing, ensuring timely resolution of client issues and efficient handling of large-scale financial operations

Overview

3
3
years of professional experience

Work History

Service Solution Specialist

Fidelity Investments
Merrimack, NH
09.2024 - Current
  • Collaborated with cross-functional teams to streamline service processes.
  • Help open complex accounts such as trusts, estates, corporate accounts
  • Work to transfer assets to Fidelity from various firms and working to fix issues that come up
  • Manage case book and work with client's until their issue is completed
  • Work directly with back office processors and providing support to front line service reps

High Net Worth Representative

Fidelity Investments
Merrimack, NH
04.2024 - 09.2024
  • Build upon previous role but focusing on client's with high dollar portfolios in the premium service relationship.
  • Enhance the white glove service Fidelity strives to provide as clients make live changing decisions and transactions.

Customer Relationship Advocate

Fidelity Investments
Merrimack, NH
01.2023 - 04.2024
  • Provided exceptional customer service by addressing inquiries and resolving issues effectively.
  • Assisted clients in understanding investment options and financial products, enhancing client satisfaction.
  • Maintained accurate records of client interactions to ensure compliance with company policies and procedures.

Education

Bachelor of Science - Business Management

Western Colorado University
Gunnison, CO
05-2022

Bachelor of Arts - Environmental Sustainability

Western Colorado University
Gunnison, CO
05-2022

Skills

  • Managing and building case book
  • Time management
  • Problem-solving abilities
  • Multitasking Abilities
  • Flexible and adaptable
  • Wealth management expertise
  • Cross-cultural communication

Licenses

  • Series 7
  • Securities Industry Essential
  • Series 63

Timeline

Service Solution Specialist

Fidelity Investments
09.2024 - Current

High Net Worth Representative

Fidelity Investments
04.2024 - 09.2024

Customer Relationship Advocate

Fidelity Investments
01.2023 - 04.2024

Bachelor of Science - Business Management

Western Colorado University

Bachelor of Arts - Environmental Sustainability

Western Colorado University