Isaac House
Clayton,NC
Summary
Detail-oriented financial and business professional with a demonstrated capacity for maintaining trade accuracy, delivering exceptional customer service, and office administration seeking to leverage skills and expertise to contribute as a valuable asset in the financial industry
Overview
4
4
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
11.2023 - Current
- Processed inbound customer requests to provide accurate support for account management, investment transactions and distributions
- Educated clients on account features and financial options regarding IRA and brokerage accounts
- Assisted clients with accessing necessary tax materials
- Executed trades and money movement transactions for clients to satisfy their yearly Required Minimum Distributions
- Worked in conjunction with various business units to accomplish client needs
- Attained SIE, Series 7 and 63 licenses
Marketing Technology Coordinator
McAngus, Goudelock & Courie
11.2022 - 09.2023
- Organized in-person and virtual continuing education seminars and webinars catered to the needs of clients and staff
- Maintained a database of insurance-related courses while communicating daily with Departments of Insurance in five states
- Worked closely with attorneys to disseminate electronic and physical marketing materials to clients in NC, SC, TN, VA, GA, and MS
- Oversaw 700+ attorney association memberships
Office Services Coordinator
McAngus Goudelock & Courie
11.2020 - 11.2022
- Supplied, organized, and maintained an office of 70 employees
- Managed and trained a team of couriers to execute daily courthouse civil procedures
- Acted as liaison between attorneys and legal, medical, and business officials
- Ensured legal staff were provided with all documents, CDs, office supplies, and trial preparation materials for both in-person and remote workdays
- Assisted in the planning and execution of office-specific and company-wide events located in the Raleigh office
- Maintained the office case matter database
Education
Bachelor of Arts - Political Science And History
The University of North Carolina At Chapel Hill
Chapel Hill, NC05-2021
Skills
- Customer support
- Account management
- Investment transactions
- Office Administration
- Financial regulations
Timeline
Customer Relationship Advocate
Fidelity Investments
11.2023 - Current
Marketing Technology Coordinator
McAngus, Goudelock & Courie
11.2022 - 09.2023
Office Services Coordinator
McAngus Goudelock & Courie
11.2020 - 11.2022
Bachelor of Arts - Political Science And History
The University of North Carolina At Chapel Hill
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)
Patrick RoyPatrick Roy
Associate, Bond Beacon Support at Fidelity InvestmentsAssociate, Bond Beacon Support at Fidelity Investments
Louis PooleLouis Poole
Squad Lead (Product Owner) at Fidelity InvestmentsSquad Lead (Product Owner) at Fidelity Investments