Anisa Chick
Summary
Detail-oriented Planning Consultant with 6 years of experience in the financial services industry. Skilled in developing comprehensive project plans, budgeting, and implementation. Proven track record of improving operational efficiencies and adapting to new processes. Eager to apply my planning expertise and problem-solving skills in a project management role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
09.2023 - Current
- Serving as a pivotal member of multiple Wealth Management teams to develop and maintain client relationships
- Analyzing and understanding planning need and identifying appropriate solutions
- Work collaboratively with business partners to perform account reviews, applications, complex case management, and continuous coaching
- Lead team initiatives and meetings
- Provide support to Financial Representatives during peak traffic times
Relationship Manager
Fidelity Investments
11.2022 - 09.2023
- Provided support for 11 Financial Consultants on their books of business
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Identified new business opportunities through diligent research and analysis, contributing to increased growth.
Financial Representative
Fidelity Investments
08.2022 - 11.2022
- Served as a subject matter specialist in compliance and all front lobby transactions.
- Worked as a flexible business partner handling a variety of client and branch personnel needs to contribute to branch success
- identified unspoken needs of clients to deeper their relationship with the firm
Client Service Associate
Sequoia Financial
01.2021 - 08.2022
- Increased team efficiency by developing streamlined processes for client communication and account management.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Partner with outside business partners such as Charles Schwab and Fidelity Investment employees on mutual client relationships
- Ownership of complex client cases
Brokerage Services Representative
Charles Schwab & Co
12.2019 - 01.2021
- Handled 50+ inbound client calls a day
- Educated client on account types, products and our online platform.
- Handled trade disputes, client escalations, placed trades, and assisted in service needs
- Earned recognition from CEO, Walt Bettinger for Exception Client Service
Education
Bachelor of Arts - Psychology
Florida Atlantic University
Boca Raton, FL2019
Skills
- Project Tracking
- Data Analysis
- Strategic Planning
- Cross-Functional Collaboration
- Customer Satisfaction
- Adaptability
- Conflict Resolution
Certification
- Securities Industry Exam
- Series 7
- Series 63
- Series 65
Timeline
Planning Consultant
Fidelity Investments
09.2023 - Current
Relationship Manager
Fidelity Investments
11.2022 - 09.2023
Financial Representative
Fidelity Investments
08.2022 - 11.2022
Client Service Associate
Sequoia Financial
01.2021 - 08.2022
Brokerage Services Representative
Charles Schwab & Co
12.2019 - 01.2021
Bachelor of Arts - Psychology
Florida Atlantic University