Kaeden Bentley
Boston,MA
Summary
Accomplished and results-oriented financial services professional with 3 years of dedicated experience at Fidelity Investments, specializing in high-net-worth client service and relationship management. Proven ability to deliver exceptional client experiences by providing comprehensive support for investment portfolios, retirement planning, and financial strategies. Adept at navigating intricate financial regulations and consistently exceeding service level agreements. Seeking to leverage a deep understanding of financial markets, advanced problem-solving skills, and a strong commitment to client advocacy to contribute to a dynamic and growth-oriented organization.
Overview
5
5
years of professional experience
Work History
High Net Worth Representative
Fidelity Investments
11.2023 - Current
- Educated clients on various investment products and services, including mutual funds, ETFs, and retirement planning, empowering them to make informed financial decisions and achieve their long-term financial goals.
- Developed and implemented personalized communication strategies for high-net-worth clients
- Identified and addressed complex client needs by active listening and coming up with the best possible solutions
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues.
Customer Relationship Advocate
Fidelity Investments
09.2022 - 11.2023
- Developed rapport with customers, understanding their needs and providing tailored solutions to enhance their experience.
- Provided exceptional service to clients, ensuring long-term loyalty and repeat business.
- Implemented new CRM system for streamlined customer interactions, improving response times and increasing overall efficiency.
- Collaborated with cross-functional teams to address customer concerns, developing comprehensive solutions to meet their requirements.
Retail Sales Associate
Ace Hardware
03.2020 - 05.2022
- Greeted customers and helped with product questions, selections, and purchases.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Helped customers complete purchases, locate items, and join reward programs.
- Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
- Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.
Education
High School Diploma -
Westborough High School
Westborough, MA06-2018
Skills
- Relationship building
- Problem resolution
- Wealth Management
- Customer service
- Active listening
- Call management
- Financial Services
- Communication Skills
Licenses
- SIE- Securities Industry Essentials Exam
- Series 7- General Securities Representative Qualification Examination
- Series 63- Uniform Securities Agent State Law Examination
Timeline
High Net Worth Representative
Fidelity Investments
11.2023 - Current
Customer Relationship Advocate
Fidelity Investments
09.2022 - 11.2023
Retail Sales Associate
Ace Hardware
03.2020 - 05.2022
High School Diploma -
Westborough High School
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