Guy Wright
Bedford,TX
Summary
Organized and dependable associate with a proven track record of successfully managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and cultivate a positive team culture.
Overview
4
4
years of professional experience
1
1
Certification
Work History
WPA Help Desk
Fidelity Investments
04.2023 - Current
- Mentored incoming team members for career advancement, fostering a pipeline of future planners within the organization.
- Streamlined workflows by identifying bottlenecks in existing systems and proactively addressing these challenges through appropriate solutions implementation.
- Maximized performance by monitoring daily activities and mentoring team members.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
WPA Onboarding Team Lead
Fidelity Investments
06.2022 - 04.2023
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development.
- Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
Help Desk, Client Services
Fidelity Investments
07.2021 - 06.2022
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with a strong work ethic.
High Net Worth Representative
Fidelity Investments
08.2020 - 07.2021
- Developed strong relationships with clients, ensuring their long-term trust and loyalty to the firm.
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues.
- Maintained strict compliance with industry regulations and company policies while executing transactions on behalf of clients.
- Participated actively in continuous professional development programs to stay current with industry standards and practices.
Customer Relationship Advocate
Fidelity Investments
08.2019 - 08.2020
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Maintained strong client relationships through consistent communication and followup.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
Education
History and Political Science -
Texas A&M University
College Station, TX12.2017
Skills
- MS Office
- Project Planning
- Public Speaking
- Team building
- Organizational Skills
- Supervision and leadership
- Problem-Solving
Skills Licenses
Series 7, Series 63, Series 9, Series 10, Skilled in PI and WI FocusPoint systems, Well versed with the CSS model, Experienced with Microsoft Office
Certification
- Series 7, 63, 66, 9&10
Timeline
WPA Help Desk
Fidelity Investments
04.2023 - Current
WPA Onboarding Team Lead
Fidelity Investments
06.2022 - 04.2023
Help Desk, Client Services
Fidelity Investments
07.2021 - 06.2022
High Net Worth Representative
Fidelity Investments
08.2020 - 07.2021
Customer Relationship Advocate
Fidelity Investments
08.2019 - 08.2020
History and Political Science -
Texas A&M University
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