Evan Senecal
Fort Worth
Summary
Detail-oriented professional with exceptional communication and project management skills, adept at navigating fast-paced environments while effectively managing multiple tasks. Recognized for a proactive approach in identifying and addressing challenges, consistently focused on optimizing processes to enhance team performance and achieve organizational goals. A strong collaborator who thrives in dynamic settings, driving projects to successful completion while fostering a positive team atmosphere. Committed to continuous improvement and delivering high-quality results that align with strategic objectives.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Relationship Advocate/Life Events Consultant
Fidelity Investments
05.2021 - Current
- Salary: $72,000.00 USD Per Year
- Hours per week: 40
- Duties, Accomplishments and Related Skills:
- As a Client Relationship Advocate was assigned top general client service and obtained Series 7 and Series 63 Financial Licenses.
- As a Life Event Consultant, assigned to assist higher grade business partners such as; Financial Consultants, Private Wealth Management, Aligned Branches and Advisory teams with client cases relating to major life events including death, divorce, or account changes due to estate planning for high-net worth clients.
- Conducts interviews with clients to accurately address specific needs supported by case files and proprietary database information to conduct business action with high quality service and compliance with regulatory standards in both independent and team environments.
- Leverages problem-solving skills to address unique challenges, enhancing client satisfaction, and operational efficiency between business partners.
- Utilize Fraud Preventative measures to proactively protect client assets from Fraudulent access attempts.
- The average case load is 75-100 cases at a time, with a monthly rate of 80-120 cases closed while maintaining or exceeding quarterly Key Performance Indicators and maintaining Financial License via annual continuing education.
- Supervisor: Ben Balduc (817-422-8515)
- Okay to contact this Supervisor: Yes
Education
Bachelor's degree - History
Thomas More University
Crestview Hills, KY05.2021
Skills
- Crisis support
- Client representation
- Document filing
- Risk mitigation
- Document review
- Case preparation
- Legal document review
- Tax law understanding
- Conflict resolution
- Case management
- Effective communication
Certification
- Licensed Life Events Consultant II -November 2021-Present Series 7 and Series 63 Certification, Fidelity Investments.
Languages
English
Native or Bilingual
Timeline
Client Relationship Advocate/Life Events Consultant
Fidelity Investments
05.2021 - Current
Bachelor's degree - History
Thomas More University
Additional information
- Series 7 and 63 Financial Licenses/Certifications
- Advanced Salesforce Proficiency
- Advanced Proficiency in Microsoft 365 Suite
- Average typing speed of 45-50 words per minute
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Randolph Roark IIRandolph Roark II
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Arturo CastilloArturo Castillo
Workplace Planning Associate at Fidelity InvestmentsWorkplace Planning Associate at Fidelity Investments
SHASHI SHEKAR N SSHASHI SHEKAR N S
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
Abdulla ShafieAbdulla Shafie
Front Desk Personal at Plant fitnessFront Desk Personal at Plant fitness