Ben Kettelkamp
Chesterfield,MO
Summary
Result-driven Financial Representative with strong background in customer service, financial services and sales. Agile with excellent leadership and analytical skills and in-depth understanding of financial products and services. Team and organizational success focused.
Overview
1
1
year of professional experience
Work History
Financial Services Representative
Fidelity Investments
01.2023 - Current
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve operational efficiency and improve overall branch performance.
- Developed customer relationships through service requests that have led to financial planning opportunities for advisors.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Collaborated with advisors to improve book efficiency and manage customer relationships.
Education
MBA - Business Management
University of Illinois At Springfield
Springfield, IL05.2021
BBA - Management & Marketing
Illinois College
Jacksonville, IL05.2019
Skills
- Goal Setting and Tracking
- Customer Relationship Building
- Relationship Management
- Investment strategies
- Investment Analysis
- Portfolio Management
- Analytical Thinking
- Financial Services
- Emotional Intelligence
- Leadership
Timeline
Financial Services Representative
Fidelity Investments
01.2023 - Current
MBA - Business Management
University of Illinois At Springfield
BBA - Management & Marketing
Illinois College
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Casie CadwalladerCasie Cadwallader
Premium Client Experience Account Manager at Fidelity Charitable – Fidelity InvestmentsPremium Client Experience Account Manager at Fidelity Charitable – Fidelity Investments
Rashad IngramRashad Ingram
IT Support Specialist at Fidelity InvestmentsIT Support Specialist at Fidelity Investments
Dee JonesDee Jones
Workplace Planning Consultant II at Fidelity InvestmentsWorkplace Planning Consultant II at Fidelity Investments
DHRUV A. PATELDHRUV A. PATEL
Customer Service at ChipotleCustomer Service at Chipotle