Erica Soares
Katy
Summary
Consultant with extensive experience in building customer relationships and enhancing communication strategies. Proven ability to apply strategic thinking and conflict resolution skills to achieve client objectives and promote team collaboration.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
Houston
04.2021 - Current
- Collaborated with teams to enhance planning strategies.
- Collaborated with teams to enhance customer service processes.
- Facilitated client meetings to discuss financial goals and strategies.
- Developed strategic plans for client investment portfolios.
- Educated clients on investment options and market trends effectively.
- Coached Relationship Managers and Financial Representatives on effective financial planning strategies.
Senior Relationship Manager
Fidelity Investments
Houston
04.2016 - 04.2021
- Cultivated strong customer relationships through effective communication and regular engagement.
- Provided ongoing support to customers throughout life cycle of their relationship with bank.
- Interacted with customers and worked closely to resolve issues.
- Resolved client inquiries efficiently, ensuring a high level of satisfaction and support.
- Facilitated investment strategy discussions to enhance client understanding and engagement.
- Identified new business opportunities
Relationship Manager
Fidelity Investments
Houston
08.2005 - 04.2016
- Cultivated long-term relationships with clients through active listening, effective communication, and strong interpersonal skills.
- Managed client accounts using Fidelity's CRM system.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Facilitated resolution of client inquiries and concerns promptly and professionally.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Education
Bachelor of Science - Bachelor of Criminal Justice, Criminal Justice & L
Rhode Island College
Providence, RI06-1991
Skills
- Customer relationship management
- Business development
- Problem solving
- Effective communication
- Team collaboration
- Conflict resolution
- Strategic thinking
- Active listening
- Budgeting and finance
- Reliability
- Goal setting
- Time management abilities
- Interpersonal communication
- Communication skills
Certification
Series 7, 9, 10, 63 and 65 †; Insurance Licenses: Life, Health and Annuities
Websites
Timeline
Planning Consultant
Fidelity Investments
04.2021 - Current
Senior Relationship Manager
Fidelity Investments
04.2016 - 04.2021
Relationship Manager
Fidelity Investments
08.2005 - 04.2016
Bachelor of Science - Bachelor of Criminal Justice, Criminal Justice & L
Rhode Island College