Anthony Gasbarro
Providence,RI
Summary
Dynamic and goal-driven Client Advisor with years of providing client-centric solutions. Focus on compassion and professionalism to support the client and internal team during any challenges faced. Seeking a new challenge and great responsibility.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Wealth Management Service Specialist
Fidelity Investments
Smithfield, Rhode Island
06.2025 - Current
- Organized daily work schedule to ensure efficient use of time while adhering to company policies and procedures.
- Developed and maintained positive relationships with customers through courteous interactions and prompt resolution of issues.
- Responded promptly to customers' concerns and coordinated swift resolutions to handle service issues.
High Net Worth Service Associate
Fidelity Investments
Smithfield, RI
11.2024 - Current
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Collaborated with colleagues across multiple departments to provide comprehensive support for high net worth customers.
- Provided technical assistance when needed during customer service calls
Customer Relationship Advocate
Fidelity Investments
Smithfield, RI
09.2023 - Current
- Assist clients with account inquires, troubleshooting and resolutions for thier account-related issues.
- Research and resolve client inquires
- Assist with transactions
- Maintain detailed records of customer interactions and transactions.
- Collaborate with other departments to ensure customer satisfaction.
- Educate customers about company policies, procedures, products, services.
Service Advisor
Tarbox Hyundai
North Kingstown, RI
06.2022 - 03.2023
- Greet customers and complete walk around to help establish scope of work.
- Effectively communicate interpersonally with clients, mechanics, management and vendors to set and maintain client expectations as it relates to finances and timeline.
- Perform risk management to anticipate potential issues.
- Act as client advocate by working with extended warranty companies to generate claims.
Owner/Personal Trainer
Set The Tone Gym
Pawtucket, RI
06.2021 - 03.2023
- Perform fitness assessment to establish abilities, imbalances, and learn about client.
- Plan and develop workout programs based on client's individual abilities, needs and goals.
- Coach and motivate client to guide them through and show them what they're truly capable of.
- Maintain client workbook to keep track of physical progress and finances
Service Advisor
Tarbox Toyota
North Kingstown, RI
05.2018 - 05.2020
- Acted as main point of contact for customers and mechanics to ensure effective communication, and to maintain customer satisfaction.
- Provided support and comprehensive product/service information to customers.
- Built trust between customer and dealership through compassion, honesty and integrity.
Sales & Client Relationship Manager
Metro PCS
Johnston, RI
03.2014 - 05.2018
- Maintained customer expectations through patience, active listening and compassion.
- Assisted customers with technical issues, such as network related problems or email set-up.
- Maintained store inventory and POS system.
- Managed multiple stores in the state and oversaw individual employee performance.
- Sold plans and upgrades to customers to improve device and network performance based on customer's needs.
Education
Associate of Arts -
Community College of Rhode Island
Warwick, RI01-2017
Skills
- Solution driven problem solver
- Creative & critical thinker
- Detail-oriented
- Interpersonal communicator
- Great ability to work under pressure
- Thrive in fast-paced environment
- Leader and team player
- Adaptability and flexibility in work environments
- Tech savvy
Accomplishments
Achieved 98th percentile of Hyundai customer satisfaction surveys in 2022.
Maintained 90% customer return rate as CPT in 2022.
Top company salesman for repairs in 2019.
Certification
- Series 7
- Series 63
- Certified Personal Trainer
Timeline
Wealth Management Service Specialist
Fidelity Investments
06.2025 - Current
High Net Worth Service Associate
Fidelity Investments
11.2024 - Current
Customer Relationship Advocate
Fidelity Investments
09.2023 - Current
Service Advisor
Tarbox Hyundai
06.2022 - 03.2023
Owner/Personal Trainer
Set The Tone Gym
06.2021 - 03.2023
Service Advisor
Tarbox Toyota
05.2018 - 05.2020
Sales & Client Relationship Manager
Metro PCS
03.2014 - 05.2018
Associate of Arts -
Community College of Rhode Island
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