Austin Herbert
Union,KY
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Known for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
4
4
years of professional experience
Work History
Help Desk, Electronic Response Tier 1
Fidelity Investments
Covington, KY
07.2025 - Current
- As an Electronic Response Help Desk (ER HD), I am responsible for assisting my peers with difficult secure messages, researching solutions, and providing accurate language for responses to said messages. Further, this role largely seeks to identify situations that may present risk to the firm, to the client, and to the representative responding to the message. Finally, I am also responsible for owning and managing the PI E-Response XTRAC Queue, ensuring that all work items created are processed in a timely manner.
Help Desk, Electronic Response (Loan)
Fidelity Investments
Covington, KY
04.2025 - 07.2025
- Following many successful months of being on the "Pipeline" for Electronic Response Help Desk, I was offered the opportunity to take on the role as a full-time loan position. I was responsible for the role of an ER HD while also studying to obtain my Series 9 and 10.
Electronic Response Specialist
Fidelity Investments
Covington, KY
08.2023 - 04.2025
- The Electronic Response Department handles the Secure Message Center for all of Personal Investing within Fidelity. As such, I provide world class customer service through diligent research and attention to detail for investors of all backgrounds. Further, I am required to examine all incoming documents via the Secure Message Center, creating XTRAC items for those found to be in good order, and clear instructions of solutions for those that are not in good order.
Customer Relationship Advocate
Fidelity Investments
Covington, KY
03.2022 - 08.2023
- The role of the CRA is to assist clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Additionally, I was required to pass FINRA's Series 7 & 63 examinations.
Education
Master of Arts - Biblical Studies
Asbury Theological Seminary
Wilmore, KY05-2021
Certificate - Biblical Studies
University of the Nations
Nuneaton, United Kingdom06-2017
Certificate - Music, Worship, Discipleship
University of the Nations
Paparoa, New Zealand12-2015
High School Diploma - undefined
Larry A. Ryle High School
Union, KY05-2015
Skills
- Microsoft Office (10 years) Adobe Programs (5 years)
- Koine Greek (2 years), Biblical Hebrew (1 year)
- Easily adaptable with years of cross-cultural and managerial experience
- Detailed oriented and willing to follow instructions
- Intentional in exceeding and achieving personal goals
- Strong moral beliefs/values, yet respectful of others
- Technologically skilled and current in social media trends
- Life-long learner open to new experiences
- Passionate about serving others
- Series 7, Series 63, Series 9 and Series 10 Licenses
Timeline
Help Desk, Electronic Response Tier 1
Fidelity Investments
07.2025 - Current
Help Desk, Electronic Response (Loan)
Fidelity Investments
04.2025 - 07.2025
Electronic Response Specialist
Fidelity Investments
08.2023 - 04.2025
Customer Relationship Advocate
Fidelity Investments
03.2022 - 08.2023
Certificate - Biblical Studies
University of the Nations
Certificate - Music, Worship, Discipleship
University of the Nations
High School Diploma - undefined
Larry A. Ryle High School
Master of Arts - Biblical Studies
Asbury Theological Seminary