JACKSON W. GEISER
Covington,KY
Summary
I am a dynamic professional with expertise in client relationship management and business process improvement at Fidelity Investments seeking to serve at one of our Investment Centers. I have proven ability to enhance operational efficiency and deliver impactful presentations. I am skilled in leveraging artificial intelligence and e-commerce strategies to drive sales and customer satisfaction. Committing to achieving objectives through effective communication and negotiation skills is something I am driven to achieve.
Overview
5
5
years of professional experience
Work History
Fidelity YOU: Brokerage Operations Associate
Fidelity Investments
Covington, KY
06.2024 - Current
- Part of the Fidelity YOU Early Operations Program which enhances skills in: operations business skills, client communication, problem-solving, and personal development.
- Map end-to-end procedures, bridging inbound operations with our business partners to make processes more efficient.
- Work closely with the Inbound Client Experience team to assist in the resolution of operational issues affecting the service level agreement.
- Work with the Inbound Research and Resolution team to help identify errors for improvement within Inbound, or our business partners.
- Create Powerpoint Decks for senior leaders when requested for crisis' or informational meetings
Public Relations and Social Media Board Member
Salvation Army Echelon Board
Cincinnati, OH
09.2024 - Current
- Serve on the Echelon Board for young professionals on behalf of Fidelity Investments.
- Assist with generating, posting, and advising on all Salvation Army Cincinnati Echelon Chapter social media pages across Instagram, LinkedIn, and Facebook.
- Attend monthly meetings to represent the Public Relations and Social Media Board.
- Attend the yearly planning meeting to assist with mapping out objectives and events.
Self Employed Business Owner
Authentic Athletic Apparel Store
Cincinnati, OH
05.2020 - 12.2024
- Negotiate goods to sell with supplier and created business plan
- Manage all sales, marketing, finances, and customer relations
- Determine the best platforms for sales.
- Increase sales and customer satisfaction through personalized servicing
- Provide superior and individualized customer service.
Intern - Workplace Investing - Solutions Office
Fidelity Investments
Covington , KY
06.2023 - 08.2023
- Supported organization efforts that provide solutions for Fidelity's 401k services.
- Duties included editing and sending client retention deployment messages to front line Fidelity relationship managers across all market segments.
- Managing and monitoring internal associate information sessions.
- Collaborated with Relationship Management Directors using Forms Assembly to create a tool to provide better payroll provider tracking insight.
- Supported organization projects and associate readiness programs for clients and relationship managers.
Education
Business Degree - Marketing Major, Entrepreneurship Minor
Miami University
Oxford, OH05-2024
Securities Industries Essentials License
FINRA
Skills
- Client Relationship Management and Negotiation Skills
- Business process documentation and improvement
- Artificial Intelligence Expertise
- Key Account Planning
- Proving capability to deliver in tight time frames
- Professional Business Development
- Using effective communication to make sales personally
- E-Commerce Expertise
- Microsoft Office Suite (Excel/Word/Powerpoint)
- Presentation Experience
Timeline
Public Relations and Social Media Board Member
Salvation Army Echelon Board
09.2024 - Current
Fidelity YOU: Brokerage Operations Associate
Fidelity Investments
06.2024 - Current
Intern - Workplace Investing - Solutions Office
Fidelity Investments
06.2023 - 08.2023
Self Employed Business Owner
Authentic Athletic Apparel Store
05.2020 - 12.2024
Business Degree - Marketing Major, Entrepreneurship Minor
Miami University
Securities Industries Essentials License
FINRA
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