Jordan Qubain
Durham,NC
Summary
Dedicated financial professional with extensive frontline experience in providing comprehensive financial services and support to clients. Currently serving as a high net worth associate, delivering exceptional service to Fidelity investment brokerage clients with a high net worth by addressing their unique needs efficiently and effectively. With attention to fostering rapport maintaining the firm's reputation for excellence. Committed and eager to leveraging this expertise in client relations and service to transitions into financial planning and advice role, helping clients achieve their long term financial goals.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
High Net Worth Service Associate
Fidelity Investments
10.2024 - Current
- Deliver advanced service solutions to high-net-worth clients through managing account updates, resolving inquiries and facilitating account transactions and trades all within a timely and efficient matter
- Proactively address service gaps and escalate opportunities to special teams, contributing to enhanced client experience upholding Fidelity Investments reputation for exceptional service
- Handle intricate accounts with precision and adherence to industry regulations fostering trust in clients while ensuring accuracy and precision
- Building rapport with clients through active listening, clear communication and providing personalized solutions to meet their needs
Customer Relationship Advocate
Fidelity Investments
07.2023 - 10.2024
- Served as a first point of contact for clients providing efficient and professional customer service
- Created a positive client experience by quickly resolving issues, demonstrating empathy, and answering questions competently and professionally
- Consistently met and exceeded performance metrics
Tax Accountant
Bandwidth
01.2023 - 03.2023
- Calculated and issued appropriate credits to Bandwidth customers’ accounts
- Serve as a first line of customer service for institutional clients with tax inquiries
- Learned to perform under high pressure work environment and make decisions promptly according to customers unique requests and situations
- Two-month contractual project
Education
Bachelor of Science - Business Administration with a concentration in Finance
University Of North Carolina Wilmington, Cameron School of Business
Wilmington, NC 08.2017 - 12.2021
Skills
- Effective communication: Ability to connect with quickly with clients, explain complex financial concepts clearly and leave a positive impression
- Financial knowledge: Proficient in Fidelity investments products, resources and platform
- Commitment to growth: Actively perusing Certified Financial Planner designation to deepen expertise
- Resilient and coachable: Persistent in achieving goals, open to feedback and able to implement improvements
Certification
Series 7
Timeline
High Net Worth Service Associate
Fidelity Investments
10.2024 - Current
Customer Relationship Advocate
Fidelity Investments
07.2023 - 10.2024
Tax Accountant
Bandwidth
01.2023 - 03.2023
Bachelor of Science - Business Administration with a concentration in Finance
University Of North Carolina Wilmington, Cameron School of Business
08.2017 - 12.2021