Ethan Bertini
Mont Vernon
Summary
Results-oriented advocate with experience in educating clients on financial products and resolving complex inquiries. Known for improving client satisfaction ratings through effective solutions and empathetic communication. Prepared to drive impactful results in customer-focused environments.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Merrimack
09.2025 - Current
- Provided exceptional support to clients through effective communication and problem resolution.
- Built strong relationships with clients to enhance client satisfaction and loyalty.
- Educated clients on financial products and services to meet their needs effectively.
- Assisted in resolving complex client inquiries while ensuring compliance with company policies.
- Demonstrated empathy when dealing with difficult or frustrated clients.
- Developed strong relationships with clients through active listening and communication skills.
- Increased client satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Placed trades for clients and walked clients through how to place trades on their own.
Assistant Director
Chick-fil-A
Nashua
03.2021 - 07.2025
- Implemented customer feedback processes to enhance service quality and satisfaction.
- Oversaw inventory management, ensuring stock levels met operational needs efficiently.
- Facilitated conflict resolution among team members to maintain a positive work environment.
- Managed daily workflow of personnel by assigning tasks, tracking progress and providing assistance when needed.
- Implemented billing procedures, audited and reconciled accounts and recorded transactions.
Education
Bachelor of Science - Business Administration And Management
Point University
West Point, GA05-2026
Skills
- Problem resolution
- Problem-solving skills
- Financial literacy
- Active listening
- Call center experience
- Service standard compliance
- Customer data confidentiality
- Customer service excellence
Certification
- SIE
- Series 7
- Series 63
Timeline
Customer Relationship Advocate
Fidelity Investments
09.2025 - Current
Assistant Director
Chick-fil-A
03.2021 - 07.2025
Bachelor of Science - Business Administration And Management
Point University