Brian Miller
North Salt Lake,UT
Summary
Client Relationship Associate with proven ability to complete tasks efficiently and boost productivity. Skilled in client communication, problem-solving, and time management, ensuring smooth operations and high client satisfaction. Excel at interpersonal communication, adaptability, and empathy, facilitating strong relationships and positive outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Relationship Associate
Fidelity Investments
Salt Lake City, UT
07.2023 - Current
- Assisted clients with onboarding and account setup processes.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Facilitated client meetings with comprehensive investment strategy planning.
- Resolved customer complaints in a timely manner by actively listening to their concerns and providing solutions.
Financial Representative
Security Service Federal Credit Union
Sandy, UT
08.2021 - 06.2023
- Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
- Verified accuracy of loan documents prior to approval.
- Analyzed financial data to determine the feasibility of granting loans.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Education
Bachelor of Science - Political Science
University of Utah
Salt Lake City, UT12-2022
Skills
- Account Management
- Research and due diligence
- Call Documentation
- Customer Service
- Account Updates
- Policies and Procedures Adherence
Certification
- Series 7
- Series 63
- Licensed Notary
Timeline
Client Relationship Associate
Fidelity Investments
07.2023 - Current
Financial Representative
Security Service Federal Credit Union
08.2021 - 06.2023
Bachelor of Science - Political Science
University of Utah
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