Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

John Doiron

Summary

I am a registered rep with a demonstrated ability to build and maintain client relationships while ensuring customer satisfaction. I Consistently deliver high-quality service by understanding clients' financial needs and providing solutions. I'm known for being collaborative and adapting in dynamic environments, leveraging strong interpersonal and problem-solving skills. I consistently surpass metric standards and take an active interest in the financial planning process.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Customer Relationship Advocate

Fidelity Investments
09.2023 - Current
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Created a welcoming environment for clients by consistently exhibiting professionalism, empathy, and patience during all interactions.
  • Entered trades, processed money movement transactions, and identified value add opportunities within client accounts.
  • Consistently scored well over national and site averages for CPH, and surpassed CEI averages during the first quarter.
  • Double-jacked with and mentored CS new hires.
  • Presented relevant role topics during team meetings.
  • Utilized Fidelity's education programs, such as Guild and Coursera, to gain relevant skills and knowledge.

Assistant Produce Manager

Hannaford Supermarkets
01.2020 - 09.2023
  • Demonstrated strong leadership skills by stepping into management roles when necessary, ensuring smooth operations in the absence of a manager.
  • Organized efficient merchandise replenishment strategies to keep shelves stocked and well-organized for customers.
  • Increased customer satisfaction by providing exceptional product knowledge and assistance in the selection of fresh produce.
  • Collaborated with store management to implement successful promotions and special events, boosting overall departmental sales.

Education

Bachelor of Arts - English Language And Literature, Philosophy

Southern New Hampshire University
Manchester, NH
06-2021

Skills

  • Customer service
  • Problem-solving
  • Teamwork and collaboration
  • Time management
  • De-escalation techniques
  • Trading
  • Cashiering
  • Excel

Certification

FINRA: SIE

FINRA: Series 7TO

NASAA: Series 63

Dalton Education: CFP (in progress)

Timeline

Customer Relationship Advocate

Fidelity Investments
09.2023 - Current

Assistant Produce Manager

Hannaford Supermarkets
01.2020 - 09.2023

Bachelor of Arts - English Language And Literature, Philosophy

Southern New Hampshire University

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