Bridget Chambers
Ogden,Utah
Summary
Accomplished Customer Relationship Manager with 9 years of experience in managing complex customer relationships and driving client satisfaction in the financial, health insurance, and real estate industries.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Participant Manager
E*TRADE
11.2020 - Current
- Assisting employees of corporate clients with their employee stock plans while uncovering opportunities to further the ETRADE relationship
- Specializing in various Stock Plan asset types and trading while cultivating positive interactions while following our Corporate Clients guidelines, blackout windows, and security laws
- Communicating accurately and emphatically while discussing clients financial goals and current situation
- Controlling emotionally charged conversations and deescalating client dissatisfaction
- Helping to train new hires and less tenured colleagues in financial knowledge, processes, sales, and best practices
- Ensuring Salesforce is up to date with most accurate client information while tracking client interactions, challenges, and goals.
Investment Solutions
Fidelity Investments
12.2019 - 09.2020
- Helping clients open new accounts and providing investment guidance
- Seeking to acquire new business by uncovering assets and serving as a liaison between the client and Financial Consultants.
High Net Worth Service
Fidelity Investments
03.2019 - 12.2019
- Serving our premium clients by stock trading, helping with general service and tax items, and servicing managed accounts.
Customer Service Advocate
Fidelity Investments
09.2018 - 03.2019
- Providing customer service to all Fidelity clients by helping with their service needs and trading.
Real Estate Advisor
Engel & Völkers
03.2016 - 11.2018
- Serving active and former clients by staying up on local market activity, new listings, and niche investment opportunities while gauging the impact of our own and surrounding markets in predicting viability of future investments
- Ensuring all company listings are presented accurately and assisting in scheduling shows and hosting open houses
- Helping my buying clients navigate the buying and selling process by referring lenders, showing properties, negotiating contracts, and serving as a liaison in the buying process.
Financial Professional
Prudential Insurance
11.2017 - 07.2018
- Prospecting clients through my natural network and seeking to understand individual clients financial picture, life goals, insurance and planning needs
- Presenting recommendations for life insurance, IRAs, 401s, Mutual Funds, and other investment and insurance products
- Fulfilling all internal and legal compliance measures in setting up accounts and initializing products using customer suitability.
Marketing and Operations Manager
Utah Lodging
12.2015 - 11.2017
- Maximizing the revenue on 60+ luxury properties by creating and implementing marketing plans specific to each property, the homeowners use, and their income goals
- Ensuring copy about properties is accurate and updated consistently with amenities in order to manage guest experience
- Converting bookings by generating and following leads using multiple marketing platforms
- Negotiating rental contracts between property managers, property owners and prospective tenants
- This process included initial rate and term negotiation, tenant background check, property inventory, and oversight of property rental for the duration of the lease
- Assessing properties and scheduling contractors and our cleaning staff for cleaning, routine maintenance, and retails
- Assisting office manager in accounts payable and receivable.
Education
B.A., English -
University of Utah
08.2011
Skills
- Microsoft Office
- Salesforce
- Verbal Communication
- Investments
- Health and Life Insurance
- Process Driven Leadership
- Sales
- Attention to Detail
- Account Management
- Deescalation
- Project Management
- Writing
- Operations Management
Certification
- Utah Life and Health
- Series 6,7,63, + 66
- Equity Compensation Associate
Timeline
Senior Participant Manager
E*TRADE
11.2020 - Current
Investment Solutions
Fidelity Investments
12.2019 - 09.2020
High Net Worth Service
Fidelity Investments
03.2019 - 12.2019
Customer Service Advocate
Fidelity Investments
09.2018 - 03.2019
Financial Professional
Prudential Insurance
11.2017 - 07.2018
Real Estate Advisor
Engel & Völkers
03.2016 - 11.2018
Marketing and Operations Manager
Utah Lodging
12.2015 - 11.2017
B.A., English -
University of Utah
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