Glegweyn Custodio
Taylorsville
Summary
A dynamic customer service professional with a proven track record at Fidelity Investments, excelling in client relationship management and account transactions for high-net worth clients. An expert in Microsoft systems who can efficiently finish tasks while also delivering exceptional customer service. A resourceful problem solver who can successfully resolve a variety of client issues. Always looking for the best way to help people and their individual needs. An optimistic team-player and exceptional communicator, always ready and willing to help in any capacity.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Private Client Group Representative
Fidelity Investments
09.2022 - Current
- Responded to customer questions via telephone and written correspondence regarding their investment accounts and completed account transactions for high-net worth clients (wires, ACH, and journals).
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Studied for and successfully passed the Series 7 and Series 63 exams. Licensed to trade securities in all 50 states.
Customer Service Representative
E*TRADE Financial
11.2020 - 08.2021
- Responded to customer requests for assistance with their investment accounts.
- Delivered prompt service to prioritize customer needs.
- Increased efficiency and team productivity by promoting operational best practices.
- Met customer call guidelines for service levels, handle time and productivity.
Customer Service Representative
General Dynamics
09.2015 - 11.2017
- Responded to customer requests for products, services, and company information.
- Delivered prompt service to prioritize customer needs.
- Increased efficiency and team productivity by promoting operational best practices.
- Met customer call guidelines for service levels, handle time and productivity.
Education
Bachelor - Applied Business Management
Brigham Young University, Idaho
Rexburg, ID12-2026
High School Diploma -
Jordan High School
Sandy, UT06-2012
Skills
- Client Relationship Management
- Client Account Management
- Records management
- Market intelligence
- Customer relations
- Microsoft systems and software expertise
Certification
- Commercial Fundamentals Certificate
- FINRA Series 7 License
- FINRA Series 63 License
Church Callings
- Elders Quorum 2nd Counselor in the Bennion YSA Ward, 2021 - 2022.
- Sunday School Presidency 1st Counselor in the Taylorsville 10th Ward, 2022 - present.
Timeline
Private Client Group Representative
Fidelity Investments
09.2022 - Current
Customer Service Representative
E*TRADE Financial
11.2020 - 08.2021
Customer Service Representative
General Dynamics
09.2015 - 11.2017
Bachelor - Applied Business Management
Brigham Young University, Idaho
High School Diploma -
Jordan High School
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