Eric Morin
Dedham
Summary
Investment Solutions Representative with expertise in financial advising, portfolio management, and building lasting client relationships. Experienced in leading and developing employees, implementing new operating procedures, and quickly adapting to evolving regulations, certifications, and compliance requirements. Recognized for building strong relationships, solving complex problems, and communicating financial information with accuracy, professionalism, and empathy.
Overview
11
11
years of professional experience
1
1
Certification
Work History
High Net Worth Investment Solutions Representative
Fidelity Investments
Merrimack, NH
08.2023 - Current
- Analyzed client investment needs to provide tailored financial solutions.
- Educated clients on investment products and strategies to enhance portfolio performance.
- Collaborated with cross-functional teams to streamline client onboarding processes.
- Conducted market research to identify emerging investment opportunities for clients.
- Developed and maintained strong client relationships through regular follow-ups and consultations.
- Managed a diverse range of client accounts, effectively balancing individual needs with overall portfolio performance objectives.
- Developed proficiency in various trading platforms and tools, enabling efficient execution of trades on behalf of clients while minimizing errors or delays.
- Enhanced client satisfaction by providing tailored investment solutions and personalized financial advice.
Member Services Associate
Global Rescue, LLC
Lebanon, NH
11.2022 - 08.2023
- Facilitated member inquiries, ensuring timely and accurate responses to enhance customer satisfaction.
- Assisted in processing membership applications, maintaining compliance with organizational standards and procedures.
- Collaborated with cross-functional teams to streamline communication channels between members and service departments.
- Monitored member accounts, identifying discrepancies and implementing solutions to improve service delivery.
- Kept administrative records current and accurate to promote efficiency and team effectiveness.
- Contributed to membership growth by effectively marketing benefits and services to prospective clients.
- Processed payments for memberships, ensuring accuracy and timeliness in financial transactions.
- Served as a liaison between members and other departments, facilitating smooth communication and issue resolution.
Customer Success Manager
Millennial Moving Solutions
Andover, NH
05.2020 - 11.2022
- Developed and maintained weekly schedules for personnel and vehicles, ensuring efficient resource allocation for client jobs.
- Led cross-functional teams to resolve complex customer issues, improving service delivery efficiency.
- Developed customer onboarding processes to enhance client engagement and satisfaction.
- Managed inventory to ensure availability of necessary business supplies and equipment for operational efficiency.
- Developed standard operating procedures (SOPs) for new inventory management practices to enhance operational efficiency.
Marketing Assistant Intern/Sales Assistant
Canary Systems
New London, NH
08.2019 - 05.2020
- Maintained and optimized databases to ensure effective monitoring of critical infrastructure assets such as bridges, waterways, and dams.
- Assisted in developing marketing materials for campaigns and promotions.
- Collaborated with team members to refine digital marketing strategies for improved performance.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Supervisor
Hannaford Supermarket
New London, NH
03.2015 - 05.2019
- Supervised daily operations and team performance to ensure efficient workflow.
- Trained staff on operational procedures and customer service standards.
- Implemented inventory management systems to maintain stock levels.
- Resolved customer issues promptly to enhance satisfaction and loyalty.
Education
Bachelor of Science - Business Administration
Colby-Sawyer College
New London05-2019
High School Diploma -
Kearsarge Regional High School
Sutton, NH05-2015
Skills
- Financial advising
- Retirement planning
- Portfolio management
- Wealth management
- Asset allocation
- Customer service
- Relationship management
- Client education & relations
- Data entry
- Problem resolution
- Call center experience
- Payment processing
- Training and mentoring
- Staff management
- Inventory control
- Project planning
- Punctual and reliable
- Calm under pressure
Certification
- Securities Industry Essentials (SIE)
- FINRA Series 7 - General Securities Representative
- FINRA Series 63 - Uniform Securities Agent State Law
- FINRA Series 66 - Uniform Combined State Law
Timeline
High Net Worth Investment Solutions Representative
Fidelity Investments
08.2023 - Current
Member Services Associate
Global Rescue, LLC
11.2022 - 08.2023
Customer Success Manager
Millennial Moving Solutions
05.2020 - 11.2022
Marketing Assistant Intern/Sales Assistant
Canary Systems
08.2019 - 05.2020
Supervisor
Hannaford Supermarket
03.2015 - 05.2019
Bachelor of Science - Business Administration
Colby-Sawyer College
High School Diploma -
Kearsarge Regional High School