Anisa Chick
Bradenton,FL
Summary
Dynamic Relationship Manager with 5 years of experience and a proven track record in enhancing client engagement and driving business growth. Skilled in effective communication and conflict resolution while leveraging team collaboration and targeted outreach, significantly optimizing client case handling and operational processes.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager
Fidelity Investments
Sarasota, FL
04.2024 - Current
- Worked with six wealth management teams, promoting collaboration to accelerate business growth.
- Initiated calls to establish appointments that enhance client involvement.
- Organized and maintained opportunity pipelines efficiently.
- Leveraged partnerships to enhance the efficiency of client case handling.
Planning Consultant
Fidelity Investments
Sarasota, FL
09.2023 - 04.2024
- Ensured meeting frequencies and financial plans remained current and aligned with client objectives.
- Identified planning needs through profile examination, formulating effective resolutions.
- Enhanced client awareness through targeted outreach efforts via calls.
Financial Representative
Fidelity Investments
Sarasota, FL
08.2022 - 11.2022
- Uncovered opportunities for financial planning relationships.
- Optimized operational processes to meet customer service goals.
- Partnered with business partners to effectively address client concerns and conflicts.
Associate Servicing Advisor
Sequoia Financial
Tampa, FL
01.2021 - 08.2022
- Analyzed client financial and built comprehensive plans.
- Serviced client needs such as money movements, data collection, and account maintenance.
- Surpassed yearly goal for new assets under management by 31% and generated 46% of the companies new business with 13% of the workforce.
Brokerage Representative
Charles Schwab
Austin, TX
01.2020 - 01.2021
- Worked on the inbound call line to service needs such as money movements, account maintenance, securities trading, and paperwork processing.
- Served as the subject matter expert for a team of 15 associates.
- Educated clients on different investment options and utilizing Schwab's trading platform.
Education
Bachelor of Arts - Psychology
Florida Atlantic University
Boca Raton, FL01-2019
Skills
- Effective communication
- Conflict resolution
- Time management
- Adaptability and flexibility
- Relationship building
- Targeted outreach
- Team collaboration
- Organization
Certification
- Series 7
- Series 63
- Series 65
Timeline
Relationship Manager
Fidelity Investments
04.2024 - Current
Planning Consultant
Fidelity Investments
09.2023 - 04.2024
Financial Representative
Fidelity Investments
08.2022 - 11.2022
Associate Servicing Advisor
Sequoia Financial
01.2021 - 08.2022
Brokerage Representative
Charles Schwab
01.2020 - 01.2021
Bachelor of Arts - Psychology
Florida Atlantic University
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