JIM K. DANG
Houston,TX
Overview
14
14
years of professional experience
Work History
Client Support Specialist
Fidelity Investments
02.2024 - Current
- Focus on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million
- Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
- Partner with Financial Consultants, Planning Consultants, Fidelity Digital Assets and Workplace Planning Specialists to provide solutions for clients
Client Service Associate
JP Morgan Private Bank
10.2016 - 03.2023
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
- Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities.
- Proactively review and identify potential business opportunities for clients to engage in additional products and services
- Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Private Client Banker/ Small Business Specialist
JP Morgan Chase
01.2014 - 10.2016
- Share the value of Chase Private Client with clients that may be eligible
- Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for his or her needs
- Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours, 7 days a week
Agency Owner/Operator
Horace Mann
08.2011 - 01.2014
- Build and develop a small business based on defined business plans and model.
- Hire, train and develop staff to effectively run a successful insurance/financial services agency.
- Network and market to a defined demographic of educators in a specified territory.
- Provide financial solutions including, but not limited to Insurance and Investment products.
- Effectively solicit and service existing book of business while actively developing and cultivating new markets and household.
Education
Northbrook High School, University of Houston
Skills
- Licenses: FINRA Series 7 & 63, Group 1 Life & Health Property & Casualty Insurance License
- Dynamic leadership, team building, analytical, and negotiation skills
- Skilled relationship builder who identifies client needs, determines financial goals, assesses risks, and develops solutions to improve profitability and ensure client satisfaction
- Consistently updating industry knowledge by participating in educational and career advancement opportunities, as well as preserving personal and business networks
- Has established and maintained significant business relationships with top international financial firms, lenders, and investors
Timeline
Client Support Specialist
Fidelity Investments
02.2024 - Current
Client Service Associate
JP Morgan Private Bank
10.2016 - 03.2023
Private Client Banker/ Small Business Specialist
JP Morgan Chase
01.2014 - 10.2016
Agency Owner/Operator
Horace Mann
08.2011 - 01.2014
Northbrook High School, University of Houston