Edward Hoffler
Investment Service
Pearland
Overview
10
10
years of professional experience
4
4
Certifications
Work History
Relationship Manager
Fidelity Investments
04.2023 - 04.2024
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Facilitated setting targeted appointments that improve engagement while solidifying existing relationships and attracting new business prospects.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
High Net Worth Associate
Fidelity Investments
04.2021 - 04.2023
- Interacts with high-net-worth clients to provide problem resolution and maintenance needs
- Utilizes effective time management to balance inbound call volume with ad-hoc projects
- Identifies clients' needs by using effective listening skills and asking open ended questions to position services tailored to clients’ objectives
- Delivers on performance goals by uncovering additional client needs and deepening existing relationships
Service Specialist
Victory Capital
08.2019 - 08.2020
- Provided guidance, built and nurtured relationships with consultative sales and service approaches, processed automatic investment plan changes, and other service functions within a dedicated contact center for USAA members through phone, chat and e-mails
- Delivered best-in-class guidance and service to members/clients
- Maintained current knowledge of Victory products, policies and services while keeping abreast of financial markets and regulations
403b Tax Sheltered Annuity Specialist
USAA
07.2014 - 06.2017
- Helped clients manage their mutual fund and annuity accounts by completing transactions such as investments, distributions, and plans
- Sought opportunities to build, deepen, and retain member relationships through multi-company products or services.
- Supported enterprise business goals achieving individual referral and product acquisition goals
Education
Bachelor of Science - Mass Communication
Norfolk State University
Norfolk, VA 05.2001 -
Skills
Communication
undefinedCertification
Series 7
Timeline
Relationship Manager
Fidelity Investments
04.2023 - 04.2024
High Net Worth Associate
Fidelity Investments
04.2021 - 04.2023
Service Specialist
Victory Capital
08.2019 - 08.2020
403b Tax Sheltered Annuity Specialist
USAA
07.2014 - 06.2017
Bachelor of Science - Mass Communication
Norfolk State University
05.2001 -
Series 7
Series 63
General Agents License
Certified Wealth Specialist
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