Carlie Castle
Rhome
Summary
Highly motivated employee with a strong work ethic, and a proven talent for relationship building. Experienced in retirement planning and customer service, with a track record of educating clients and creating customized investment strategies. Committed to leveraging problem-solving skills to foster strong client relationships, and drive positive outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
Westlake
02.2024 - Current
- Answered 12-15 inbound phone calls per day from 401k clients to create a financial plan for retirement, give investment advice for 401k account and answer 401k plan specific questions
- Gave outbound calls to 401k clients to offer retirement planning and investment advice as a part of their workplace benefits
- Successfully maintained a performing status for financial planning and investment advice based on department standards
- Educated clients on their specific 401k plan rules and used relationship building skills to create an investment portfolio that matched their unique goals for retirement
Customer Relationship Advocate
Fidelity Investments
Westlake
02.2023 - 02.2024
- Answered 10-20 inbound phone calls from Fidelity clients to assist with investment trade inquiries, account information, and money movement transactions
- Resolved client issues through active listening skills while speaking with clients to ensure quick and accurate problem solving
- Provided exceptional customer service skills to ensure client satisfaction and retention
Beverage Cart Attendant
The Golf Club at Fossil Creek
Fort Worth
10.2020 - 02.2023
- Served up to 100 beverage sales in a shift to exceed sales goal objective
- Engaged with customers to create a welcoming and friendly atmosphere to golfers throughout the golf course
- Managed cash and point of sale transactions accurately during beverage sales at the course
Assistant General Manager
Altitude Trampoline Park
Fort Worth
05.2016 - 10.2020
- Coordinated daily operations to enhance staff efficiency and customer service quality resulting in improved staff performance
- Maintained frequent interaction with senior management to measure and determine areas of improvement
- Managed scheduling and staffing to ensure adequate coverage for all shifts.
Education
Bachelor of Science - Kinesiology
The University of Texas At Arlington
Arlington, TX12-2022
Skills
- Financial planning
- Investment advice
- Customer service and engagement
- Active listening
- Interpersonal skills
- Customer relationship management
Certification
- FINRA Series 7 - General Securities Representative
- FINRA Series 63 - Uniform Securities Agent State Law Exam
- NASSA Series 66 - Uniform Combined State Law Exam
- FINRA Securities Industry Essentials (SIE)
Timeline
Workplace Planning Consultant
Fidelity Investments
02.2024 - Current
Customer Relationship Advocate
Fidelity Investments
02.2023 - 02.2024
Beverage Cart Attendant
The Golf Club at Fossil Creek
10.2020 - 02.2023
Assistant General Manager
Altitude Trampoline Park
05.2016 - 10.2020
Bachelor of Science - Kinesiology
The University of Texas At Arlington
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