BEN WALKER
Hooksett,NH
Summary
An experienced customer service professional with a passion to help other people and make a positive impact. The ability to build a strong rapport with clients and accomplish client goals efficiently and confidently. An eagerness to perform tasks with proficiency and take on new challenges. Goal oriented and self motivated but work strongly in group settings as well.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Stock Plan Consultant - Proactive Engagement
Fidelity Investments
06.2023 - Current
- Outbound engagement of SPS participants across a range of account values and situations
- Utilize practice management skills with Salesforce by creating opportunities and tasks for follow up interactions
- Partnering with Financial Consultants and other planning groups by setting appointments with participants to discuss planning needs
Stock Plan Consultant
Fidelity Investments
06.2022 - 06.2023
- Provide education to participants on their equity compensation through their employer
- Managing the participants relationships by understanding the client story and leveraging GFI to learn more about short term and long term planning and life goals
- Discuss resources available and connect with appropriate group for planning and guidance needs
- Use appointment setting tool to schedule appointments for new and existing participants
High Net Worth I & II
Fidelity Investments
10.2019 - 06.2022
- Partnered with Fidelity's Premium and Private Client Group clients
- Assisted clients with money movement transactions with a focus on funding and withdrawals to/from managed accounts
- Handle uncommon and complex requests by doing research and partnering with other groups, follow up with client through outbound phone call when needed
- Worked closely with Financial Consultants to discuss client's needs and accomplish common goals, setting appointments when needed
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
Customer Relationship Advocate
Fidelity Investments
09.2018 - 10.2019
Assistant Manager
Off Broadway Shoes
03.2013 - 09.2018
- Help customers with questions, problems and complaints in person and via telephone
- Interview job candidates and made staffing decisions
- Manage staff of at least 10 sales associates
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Increased sales volume by 10% in first year as manager.
Education
High School Diploma -
Londonderry Senior High School
Londonderry, NH06.2008
Skills
- Excellent people skills
- Relationship building
- Highly motivated and engaged
- Multi-tasking strength
- Strong work ethic
- Exceptional time management
Certification
- SIE Exam
- Series 7
- Series 63
Timeline
Stock Plan Consultant - Proactive Engagement
Fidelity Investments
06.2023 - Current
Stock Plan Consultant
Fidelity Investments
06.2022 - 06.2023
High Net Worth I & II
Fidelity Investments
10.2019 - 06.2022
Customer Relationship Advocate
Fidelity Investments
09.2018 - 10.2019
Assistant Manager
Off Broadway Shoes
03.2013 - 09.2018
High School Diploma -
Londonderry Senior High School
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