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Hannah Hensley
Denver,CO
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Wealth Management Services Managed Accounts Tier 1
Fidelity Investments
Denver, CO
11.2023 - Current
- Collaborated with advisors to provide white glove customer service for booked clients including opening new managed accounts, fee estimates, and transitional analysis while being the primary contact for client’s concerns. Resolving Not in good order items regarding managed accounts using tools such as XTRAC, FDOT, and Advice Hub.
Client Services Help Desk
Fidelity Investments
Denver, CO
02.2022 - 11.2023
- Led 1:1 and group coaching’s with representatives to improve their skills and have better outcomes with clients. Provided customer service to client escalations looking for resolutions while upholding policies.
High Net Worth
Fidelity Investments
Denver, CO
11.2021 - 02.2022
- Learned to cater to high-net-worth clients in an efficient and effective way while also providing superior customer service that leaves them feeling confident at the end of the phone call that their investment goals are being met.
Customer Relationship Advocate
Fidelity Investments
Denver, CO
01.2021 - 11.2021
- Educated clients on investing information, market conditions, retirement information. Assisted clients with trades, contributions, and distributions.
Registered Behavior Technician
Jumpstart Autism Center
Englewood, CO
12.2019 - 01.2021
Education
Bachelor’s Degree - Psychology, minor in philosophy and French
University of Colorado Denver
Denver, CO12.2017
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Dependable and responsible
- Excellent communication
- Organizational skills
- Calm under pressure
- Active listening
- Problem resolution
Certification
Financial Licenses: SIE, 7,9,10, 63 & 66
Timeline
Wealth Management Services Managed Accounts Tier 1
Fidelity Investments
11.2023 - Current
Client Services Help Desk
Fidelity Investments
02.2022 - 11.2023
High Net Worth
Fidelity Investments
11.2021 - 02.2022
Customer Relationship Advocate
Fidelity Investments
01.2021 - 11.2021
Registered Behavior Technician
Jumpstart Autism Center
12.2019 - 01.2021
Bachelor’s Degree - Psychology, minor in philosophy and French
University of Colorado Denver