Brett Anderson
Boston,MA
Summary
Results-driven Central Relationship Manager with extensive experience managing relationships with high-net-worth clients. Skilled in facilitating communication between clients and Financial Consultants to enhance service delivery. Proven leader in developing Team Practice Plan, driving workplace improvements, and representing the CRM function at headquarters. Proficient in data analytics and tools like Salesforce, Snowflake, Tableau, and Jira. Nationally recognized for client service excellence as a Golden Call runner-up, with a focus on continuous improvement and operational efficiency.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Central Relationship Manager
Fidelity
06.2023 - Current
- Manage and deepen client relationships: Serve as the main point of contact, facilitating communication between high-net-worth clients and Financial Consultants (FC) to ensure efficient service delivery, timely resolution of inquiries, and seamless relationship management.
- Leverage CRM tools and platforms: Utilize Salesforce to manage client data and interactions, ensuring seamless communication and accurate record-keeping.
- Amplify Program Participant (Data Analytics Team): Selected to participate in Fidelity’s Amplify program, gaining expertise in data analytics software such as Snowflake, Tableau, AtScale, and Jira. Developed an onboarding project for the consumption layer, streamlining data integration and reporting processes.
- Golden Call Runner-Up (National Recognition): Achieved national runner-up status in the Golden Call competition, with my call selected for use in training new Central Relationship Managers. Recognized for excellence in client communication and service delivery.
- Team Leadership and Practice Planning: Organized and led the first comprehensive Team Practice Plan for Central Relationship Managers. This initiative mapped out team culture and set both qualitative and quantitative goals, receiving national recognition from regional leaders for its impact.
- Workplace Improvement Advocacy: Led team-wide surveys to gather feedback on workplace conditions and the CRM role, presenting actionable insights to leadership to drive improvements in processes and team collaboration.
- RCBX Ambassador: First Central Relationship Manager from the Smithfield site selected as an ambassador for the RCBX program, representing the CRM function at Fidelity’s headquarters and fostering cross-functional collaboration.
High Net Worth Representative
Fidelity
08.2022 - 06.2023
- Selected for Fidelity Loan Program: Chosen to participate in the Fidelity Loan Program, where I worked in a San Diego branch office for two weeks, gaining hands-on experience and deepening my understanding of branch operations and client service.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Updated clients on changes in tax laws and other regulations affecting investments.
Customer Relationship Advocate
Fidelity
08.2021 - 08.2022
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Maintained up-to-date knowledge of product and service changes.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Clarified customer issues and determined root causes of problems to resolve product or service complaints.
- Collaborated with cross-functional teams to address customer concerns, developing comprehensive solutions to meet their requirements.
Education
Bachelor of Science - Finance, Real Estate & Investment
Colorado State University
Fort Collins, CO05-2021
Skills
- Relationship building and management
- Excellent Communication
- Team Leadership
- Analytical Problem Solving
- Data Analytics
- Deadline Management
- Project Management
Certification
Series 7 & 63 Licenses.
Timeline
Central Relationship Manager
Fidelity
06.2023 - Current
High Net Worth Representative
Fidelity
08.2022 - 06.2023
Customer Relationship Advocate
Fidelity
08.2021 - 08.2022
Series 7 & 63 Licenses.
Bachelor of Science - Finance, Real Estate & Investment
Colorado State University
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