Anthony Soto
Orlando,FL
Summary
Motivated and goal-oriented financial services professional with experience in banking and client-facing roles within a brokerage firm. Skilled in providing exceptional customer service, managing complex financial transactions, and delivering tailored solutions to meet client needs. Expertise in navigating challenges with precision, leveraging financial knowledge, and collaborating with cross-functional teams to drive client success and business performance. Committed to continuous improvement and consistently seeking innovative ways to exceed expectations in a client-focused brokerage setting.
Overview
3
3
years of professional experience
Work History
High Net Worth Service Associate
Fidelity Investments
01.2023 - Current
- Focus on enhancing relationships with our high net worth clients ($250k+)
- Ensured compliance with operational, risk, and security policies and procedures
- Collaborated with financial consultants and planning teams to assist with funding and service needs
- Delivered exceptional customer service by assisting clients with inquiries, resolving issues, and processing transactions quickly and accurately.
- Collaborated with cross-functional teams to troubleshoot and resolve client issues, ensuring seamless service delivery and consistent follow-up.
Amplify Loan — Data Aggregation and Full View
Fidelity Investments
05.2024 - 10.2024
- Served as a subject matter expert, providing the product development team with insights from client-facing teams to ensure new product features aligned with client expectations, clear communication on new features and training needs for client facing teams
- Collaborated in writing a story on transaction rules for Full View, outlining key requirements and scenarios to direct development efforts and ensure precise categorization and processing of financial transactions.
- Contributed to the plan to launch rollout of the new Full View Experience by collecting user feedback, pinpointing potential challenges related to associate training and resources, and working closely with cross-functional teams to ensure a seamless implementation.
Personal Banker
Fifth Third Bank
01.2022 - 01.2023
- Processed financial transactions, including deposits, withdrawals, transfers, account openings and loan applications, ensuring accuracy and adherence to compliance standards
- Built and maintained strong relationships with clients, offering ongoing support and proactive solutions to optimize their banking experience
- Managed book of business with strong focuses on relationship building, generating revenue and deposit growth
- Collaborated with team members to ensure the achievement of branch goals and support of overall business objectives, maintaining a focus on customer satisfaction.
Education
Bachelor of Science - Personal Financial Planning
University of South Florida
Tampa, FL01-2021
Skills
- Goal-Orientated
- Series 7/63
- Relationship Building
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Team Collaboration
- Active Listening and Empathy
Timeline
Amplify Loan — Data Aggregation and Full View
Fidelity Investments
05.2024 - 10.2024
High Net Worth Service Associate
Fidelity Investments
01.2023 - Current
Personal Banker
Fifth Third Bank
01.2022 - 01.2023
Bachelor of Science - Personal Financial Planning
University of South Florida
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